- Assisted in completing valuations on portfolio companies in various funds.- Responded to investor requests with respect to finance matters.- Completed cash reconciliations between QuickBooks and third party bank information.- Led the effort in transitioning financial information to ILevel.- Completed bank wires for portfolio companies on various investments.

-Completed work in the real estate, hedge fund, and private equity industry.-Computed quarterly estimates for private equity and real estate clients.-Configured returns and K-1's for Private Equity clients.-Finished a rotation in SALT with the biggest private equity client at the firm.-Participated in a merger and acquisition transaction on the tax side for a real estate client. -Set up support workbooks for K-1's for real estate, hedge funds, and private equity clients.-Helped with campus recruiting and participated in many events that the firm offered.

- Computed tax depreciation and amortization to input into Excel for the client- Composed a flow of funds analysis for two clients in Excel- Calculated UBTI for each month for ten client’s and created a table for the client in the given year- Organized a list consisting of what states require e-file given research on Tax Forms- Assisted in computing K1’s for a given client for over 25 states- Worked in GoSystem to compute apportionment for sales and property in order to create a summary of factors for the year- Developed an Engagement Letter, Tax Engagement Acceptance Assessment, and a Matters of the Attention of the Partner(MAP) for a given client

-Utilized Salesforce to confirm past payments with their source documents-Computed personal payroll exemptions each month and compared them to bank statements-Created Excel sheets to compute outstanding checks and reconciled them with bank statements-Organized an outstanding check list for each billing period

-Assisted in computing and assembling corporate tax returns-Participated in client management conference meetings to discuss financial issues-Composed payroll expenses and created journal entries in Excel from client data-Computed financial statements for clients displaying revenue or loss during a given period-Completed bank reconciliations for ten companies using QuickBooks