Demonstrated expertise in managing 100+ '40 Act funds, ensuring accurate expense calculations, resolving discrepancies, and streamlining processes. Adept at collaborating with internal teams to ensure regulatory compliance and timely filings. Strong analytical skills utilized to evaluate product revisions and new fund implementations.

Strengthened financial analysis skills by compiling and reviewing financials for over 1000 BFIM partner properties in the low-income housing tax credit industry. Ensured data accuracy and completeness through meticulous review and collaboration with financial experts.

Acted as a data liaison, ensuring accurate and up-to-date alumni and donor information within the Millennium system.

Leveraged financial modeling skills to identify and evaluate acquisition targets. Sourced deals, analyzed investment opportunities, and developed compelling investor presentations. Supported deal negotiation and due diligence to ensure successful transactions.