EqutiyZen is a leading platform for alternative asset and SPV investments open to all accredited investors. As Assistant Controller, I manage and oversee all accounting and FP&A workflows for a business encompassing two key subsidiaries: a Registered Investment Advisor (RIA) and a broker-dealer. Reporting directly to the head of finance and business operations, my core responsibilities include:• Leading internal and external reporting, budgeting & forecasting, procure-to-pay, audit, tax compliance, and treasury management functions.•Driving continuous process improvement and automation within accounting and finance workflows to streamline operations and increase efficiency.• Managing audits, K-1s, and tax returns for our managed funds business.• Advising on financial controls and process improvements for deal-related money movements.• Mentor members of the team within and beyond the finance function to encourage professional and personal growth within the company.By leveraging a strategic focus on financial controls and automation, I support the business's financial health while ensuring compliance and operational excellence across all areas.Key projects:• Lead initiative to modify existing options to support strong employee retention • Managed participation in a large external tender offer where >30 funds participated in a buy-back and coordinated distribution of proceeds to >1400 fund LPs• Rightsized the accounting and FP&A team structure to create a lean and dynamic team that supports the org within and beyond our core responsibilities

Specialize in developing workflows, implementing scalable processes, and delivering insightful financial reports to drive business growth. Managing routine financial operations, such as procure-to-pay, invoicing, and revenue recognition, as well as contributing to cross-functional workflows, including cash flow projection, forecasting, and policy development. Notable projects to date include:• Implemented a P2P platform with a ground-up approval hierarchy redesign and full integration into our financial tech stack. The successful rollout has allowed the accounting team to keep headcount flat while monthly invoice volumes increased 4x.• Spearheaded a collections process uplift that reduced past-due receivables by 24% in the first three months.• Introduced automation to the existing period close process by leveraging cross-functional software integration, standardizing .csv import and export templates, and creating detailed process trainings for non-financial team members. • Partnered with the FP&A team to develop an iterative budgeting process that gives real-time insight on commitments, spend, and remaining budget to all teams.• Lead the accounting function during the due-diligence process for Twill's eventual acquisition by Dario Inc.

Lead senior associate on clients representing combined annual billings of over $2.5 million. Managed day-to-day client communications and oversaw operations for international teams of 10-20 tax professionals. Conducted training for 20+ associates on intricate tax concepts and firm-specific technology tools. • Co-led a small team automating a client data entry process used across several teams. The new process is now standard for client engagements and producing $30,000 in annualized savings• Selected as a ‘Champion’ of a firm technology platform used for client collaboration based on performance. Point of contact for both internal and external users in order to accelerate adoption of the platform, which is now a firm standard• Routinely analyzed team utilization dashboards to identify workflow bottlenecks and work with management to streamline processes, which increased year-over-year margins on a major client project

Analyzed large financial transaction datasets in order to advise clients on tax reporting consequences. Developed expertise in duplicate resolution, data ingestion, and variance reconciliation. • Quickly identified as a trusted high-performing associate, earning an ‘acting senior’ role on multiple clients six months ahead scheduled promotion. Directly reported to senior managers on multiple ad hoc projects. • Mentored by lead senior associate on technology-driven process optimization, gaining exposure to VBA and SQL programming as well as the foundational concepts of continuous process improvement • Earned an EY Lean/Six Sigma White Belt through completion of introductory continuous improvement training

Boston Salads & Provisions is a regional food production and distribution company based in Boston, MA. Worked directly with Controller and CFO to prepare financial projections for sales, operation, and marketing initiatives.• Assisted with the design of a routine sales analysis which identifies high-margin products to determine preferential placement in company marketing material• Implemented a formalized accounts receivable tracking process which alerted management to missing payments, resulting in the collection of overdue invoices of $10,000

Assisted on doctorate-level project seeking to quantify the impact of clinical trial failures on pharmaceutical firms’ short-term stock performance. One of few non-STEM projects to present findings at BU’s Undergraduate Research Symposium• Utilized Stata and R programming tools to develop an automated organization system for large data sets, which allowed researchers to easily sort and compare information.