Lisa Borgialli Email & Phone Number

New Canaan, Ct, Us

• Draft and file the quarterly 10-Q and annual 10-K financial statements, including note to the financial statements and MD&A.• Draft and file 8-Ks as needed including but not limited to Results of Operations and Regulation FD Disclosures.• Draft and file Section 16 Filings.• Review XBRL tagging (in Workiva) for accuracy in required SEC filings.• Annually, draft and file the proxy statement, working cross functionally with legal counsel. • Assist in the preparation of audit committee and board of director presentation materials.• Lead contact between the external auditors and the team.• Assist the CFO in research and preparation of accounting memos for new accounting pronouncements that impact on the Company financial statements and disclosures.

Luxembourg, Lu

Provided fund accounting services with a focus on private equity secondary fund of funds and direct funds.

Luxembourg, Lu

Worldwide, Oo

Client service within the financial services industry; specifically real estate and investment management. Responsible for planning, conducting and reporting on results of financial statements and integrated audits under US GAAP in accordance with PCAOB and AICPA accounting standards including the Sarbanes Oxley Act of 2002.

Worldwide, Oo

Westlake Village, Ca, Us

Responsible for managing daily accounts receivable and cash management for a publicly traded healthcare REIT.

Bachelor Of Science (B.S.), Business Administration Emphasis Finance

Accounting