• Foucs on the acquisition and underwriting process for multiple real estate investments, ensuring strategic alignment and maximizing returns on investment.• Develop and execute comprehensive investment strategies, leveraging financial analysis to drive data-driven decisions and optimize portfolio performance.• Foster and maintain strong relationships with key stakeholders, including investors, partners, and community leaders, to support long-term growth and success.• Specialize in identifying high-potential properties and markets, guiding the company’s investment focus and contributing to its reputation for community transformation.

• Work with the Performance Metrics & Financial Analysis team to ensure the complete and accurate budgeting process around IT expenses• Conduct budget vs actual reporting, used to improve financial analysis and decision-making• Create financial reports utilized by management to make decisions regarding ongoing projects• Assist in the creation of financial models utilizing Excel, finance, and accounting skills• Develop expense forecast projections and performed financial analysis by business unit for ongoing projects• Use advanced Excel, communication, and problem-solving skills used regularly to accomplish duties

• Act as a business partner with departments (e.g., Sales, IT, Marketing) to better understand department needs and tailor monthly OpEx reporting and analysis to those needs• Build out financial reporting to include monthly, quarterly, and annual views with actuals vs budget & prior year• Support the overall budgeting process for the Company by working with CFO to identify revenue/expense trends, update the 3-statement model, and integrate the budget into reporting tools (Great Plains, Management Reporter)• Manage monthly closing of revenue and expenses for the Company and its subsidiaries, ensuring accurate, complete, and timely production of period financials• Coordinate the compilation of monthly sales commission calculations using Finance Dept and Sales Dept data• Prepare and distribute monthly financial reporting package for Management, perform variance analysis, and annotate financial package accordingly to tell the “story” behind financials• Routinely modernize and improve department processes (e.g., 5-week cash flow model, close checklist)• Oversee AP vendor invoice & payment processing with B/S metric objectives in mind• Strong Excel, communication, and problem-solving skills used regularly to accomplish the above

• Supported team in audit of transaction cycles including operating expenses, fixed assets, debt, revenue, liabilities, inventory, and cash. Industry exposure includes software (SaaS), specialty foods, manufacturing, healthcare, robotics, and oil.• Assisted team in recognizing potential ASC 606 implications while auditing client revenue• Obtained understanding of IT system and environment, including software, data backup, and security• Understood clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues• Assisted inexperienced staff with managing their workload while communicating the purpose and importance of their work• Assessed risks and evaluate the client's internal control structure• Made inquiries of Client personnel to obtain their views about the risks of fraud and how they are addressed• Performed substantive tests and tests of internal controls to identify and resolve accounting or reporting issues• Drafted financial statements under prescribed formats• Analyzed business risks with team and devise proper testing approach to ensure minimal risk exposure to the company• Attended seminars to maintain awareness on changing auditing standards• Performed research on complex accounting and reporting issues utilizing electronic databases and audit software

Industry exposure included retail, medical device manufacturer, dialysis service provider, higher education, food & dining management service provider, instruments manufacturer, and medical & aerospace parts manufacturer.• Supported team in audit of transaction cycles including cash, debt, capital assets, operating expenses, inventory, employee compensation, revenue, and investments• Identified, assessed, and informed senior staff members of audit related issues• Collaborated with client team members while building rapport and strong client relationships• Worked closely with staff, managers, and partners on all phases of engagement• Assisted team in planning phase of audit, including understanding of industry and risks• Performed research on complex accounting and reporting issues utilizing electronic databases and audit related software• Monitored compliance with budgeted work hours for each engagement• Analyzed business risks with team and devised proper testing approach to ensure minimum risk exposure• Worked with team to ensure client compliance with US GAAP and other accounting standards• Reviewed client financial statement disclosuresYEAR-ROUND CO-OP (06/2015 - 04/2016)Participated in Grant Thornton's first rotational co-op program that provided exposure to their tax, advisory, and audit service lines (3-4 months in each).AUDIT (Full-time):• See Audit Associate role above.ADVISORY (Part-time, 20+ hrs/wk): • Assisted in strategic planning that integrated multiple client organizations (e.g., finance, marketing, IT, business operations)• Supported the organization’s strategic and operational plans• Assisted in project implementations that effectively and efficiently meet business objectives and ensured a return on investmentTAX (Full-time): • Reviewed data input, identified and resolved technical tax issues, and assisted in the preparation and review of tax returns• Responded to inquiries from the IRS and other taxing authorities

• Assisted in the development of custom tools to identify and generate fraud risk alerts for Boston FinTech startup• Monitored and acted upon anti-money laundering (AML) compliance-related alerts• Investigated and reported suspicious activity in accordance with regulatory requirements• Verified customer information and conducted due diligence reviews as part of KYC• Analyzed potential Office of Foreign Assets Control (OFAC) hits to ensure transactions were in compliance with United States sanctions• Assisted and provided information to support Suspicious Activity Reports (SAR) for regulatory filing• Identified significant cases, red flags and patterns associated with the moving of funds generated illicitly• Used transactional and customer records, external data, publicly- available information, and other information to identify suspicious or unusual activity• Utilized firm tools and SQL to find patterns in suspicious behavior• Worked cross-functionally with various departments to accomplish above objectives and responsibilities

• Contributed 50-70 hours per week during firm’s busy season working on 5+ clients resulting in the completion of audited financial statements• Reconciled client assertions through vouching, tracing, and other auditing procedures• Researched audit issues, utilized electronic databases, and utilized audit related software• Identified and presented accounting and auditing concerns to seniors and partner• Prepared, sent, and documented bank and loan confirmations• Analyzed aged receivables for amounts to be written-off• Completed entries for depreciation & amortization, newly acquired assets, and capitalized expenses• Prepared various tax documents for US partnerships

• Strengthened and fine-tuned multi-tasking and interpersonal skills• Managed guest relations, responding promptly and professionally to customer concerns• Ensured high quality food and beverages through meticulous checking of items prior to serving customers

• Managed bank tellers on evenings and weekends• Assisted the acting manager in daily operations of branch including supervision of tellers• Prepared financial forms required to comply with FinCEN AML regulations• Analyzed potential Office of Foreign Assets Control (OFAC) hits to ensure transactions were in compliance with United States sanctions• Verified authority to access PII and personal assets• Handled and stored high volumes of currency