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Key responsibilities include handling inquiries from investors and potential investors, preparing materials for the quarterly earnings release process (press release, call slides and script, potential Q&A, etc.), preparing materials for Board of Directors meetings, managing relationships with certain vendors such as stock transfer agent, assisting in preparation of the Annual Report and Proxy Statement and planning the annual meeting of shareholders, preparing presentations and scripts for Investor Day.

Key responsibilities included preparing SEC 10-Q and 10-K filings, accounting for stock-based compensation, preparing debt covenant compliance packages, preparing standalone financial statements for certain entities and accounting for investment portfolio.

Key responsibilities included preparing 10-Q and 10-K filings and some month-end close responsibilities.

Worked in the audit practice serving clients primarily in the financial services and real estate industries, including a few SEC clients.