● Manage a team of accounting managers providing leadership, training, workload management, and resource allocation.● Act as Controller for a portfolio of companies overseeing critical accounting tasks, such as: entity and subsidiary setup in NetSuite; process development for month-end close activities, budgeting support; variance reporting and analysis; and complex accounting treatments including AS606 Revenue recognition and 842 leasehold accounting.● Oversee a third-party accounting firm that works with portfolio companies, including creating a playbook and reporting instructions that led to improved consistency and efficiency among team members.● Served as the key accounting contact for all 60 launched portfolio companies, demonstrating strong organizational, communication and relationship-building skills to support financial success.● Actively support internal audit activities, ensuring compliance and accuracy for all subsidiaries while collaborating with cross-functional teams to implement process improvements.● Work closely with tax accountants to facilitate seamless tax operations for operating companies, including tax planning, compliance, and reporting, resulting in efficient tax processes and compliance with tax regulations.

● Built and led a high-performing team dedicated to ensuring an exceptional onboarding experience for Propeller's new clients, resulting in improved client satisfaction and retention.● Managed a team of 10 accounting managers based in the United States while overseeing an international team of 24 accountants, fostering a collaborative and efficient work environment.● Successfully oversaw an average of 150 new accounting engagements annually, demonstrating effective resource management and workload distribution.● Maintained onboarding resource planning and budgeting, optimizing resource allocation and cost-effectiveness.● Analyzed and assessed the financial records of prospective clients, identifying cleanup requirements to bring books to accrual standards and collaborating with the business development team to create accurate estimates of hours for potential new clients.● Developed and implemented procedures and controls to ensure consistent, high-quality experiences for new clients, resulting in improved operational efficiency and client satisfaction.● Maintained billable hours while leading large or high touch onboarding engagements, ensuring profitability and client success.● Designed and delivered training programs for new hires, focusing on best accounting practices and processes, leading to a well-prepared and efficient team.● Handled full-cycle monthly and yearly closes, including balance sheet reconciliations, revenue bookings, deferred revenue recognition, and cost of goods sold analysis, ensuring accurate financial reporting and compliance.● Implemented accrual basis accounting policies and procedures, including 'limited GAAP,' enhancing financial transparency and compliance.

● Successfully launched and managed accounting systems and processes ensuring accurate financial operations.● Diligently monitored daily cash flows, reconciled daily sales, handled all aspects of Accounts Payable & Receivable. ● Managed and executed all monthly and yearly close procedures. ● Prepared quarterly and yearly budget projections, actively monitored company expenditures, and analyzed key financial metrics such as cost of goods sold, sales ratios, check averages, and product mix reports.

*Processed accountant’s payable for international hedge fund including payments on behalf of the funds and the general management company*Participated in monthly and year-end close including reconciling multiple companies trial balances, executing journal entries, and preparing a monthly expense analysis*Handled monthly expense accrual for the funds and general management company including legal, audit, and tax fees*Prepared quarterly budget report showing actuals versus budgeted amounts and budget projections*Prepared month end balance sheet items including pre-paid expenses and insurance as well as amortizing legal, audit, and tax fees*Allocated expenses back to the funds using percentages determined by specific positions held and trade dates*Filed quarterly sales tax, generated yearly 1099 forms, and worked with outside accountants on year-end tax filings

Finance & Planning, Investment banking division. Started as an Executive Assistant and moved into a Business Analyst role. *Worked closely with controllers on timely and appropriate booking and accruing of Investment Banking Advisory Fees as well as all reconciliations and preparation for Sarbanes Oxley sign off*Made adjusting reclassification entries for general ledger and client syndicate accounts*Monitored billed and unbilled client expense balances to determine recoverability and worked with project team leaders to write off expenses or invoice them to clients*Managed monthly reports on invoices, accounts receivable, and internal social and client entertainment as well as ad hoc reports for expenses, revenues, and receivables*Created and implemented an expense training program for Investment Banking Division assistants, which increased rates by over 5% of expenses charged back to clients in the first quarter of deployment*Monitored and reported on weekly/monthly/yearly aged fee and expense receivables, and worked with banking teams to recover receivables over 30 days