- Oversee and control all aspects of financial operations for North American alternative products which include multi strategy hedge funds, private credit funds, other 3c7 master-feeder funds, and 3c11 commingled trusts.- Develop and implement robust internal controls to ensure accuracy, integrity, and compliance with regulatory standards.- Coordinate audits and examinations by external auditors, ensuring timely completion and adherence to audit requirements in accordance with US GAAP.- Streamline and automate processes to enhance efficiency and accuracy of financial operations.- Oversee production and maintain control of regulatory filings including CIMA, CPO-PQR, CTA Form PR, Form PF and Form ADV. - Coordinate fund solutions with portfolio managers, compliance officers, legal, fund tax, performance analysis & investment risk, and other middle office teams.- Provide financial analysis and insights to senior management and portfolio managers, enabling the team to make strategic decisions and risk assessments.- Support on-boarding of new privately placed funds by working directly with client relations, investment operations, and portfolio management teams.- Provide current fund information and critical data to support all ad-hoc, DDQ and RFP requests from investors, sales, client and consultant relations teams.- Create and propose fund policies to global committees.- Manage multiple third party administrator and vendor relationships

- Provide Fund Administration Services, Operational Oversight and Fund Reporting for privately placed Alternative Strategy products which include 3c7 Master-Feeder Funds, 3c11 Commingled Trusts, Offshore Cayman Funds, 3c1 Market Place Lending Funds as well as 529 Plan & NJ Best College Savings Plans.- Coordinate annual audits with fund auditors. Responsible for the accurate & timely issuance of annual audited Financial Statements in accordance with US GAAP. Improved release by 33% resulting in audit cost reduction.- Complete & oversee production of Compliance Regulatory filings for various Franklin Templeton advisers & Private Funds including CIMA, CPO-PQR, CTA Form PR, Form PF & AIFMD.- Coordinate fund solutions with Portfolio Managers, Compliance Officers, Legal, Fund Tax, PerformanceAnalysis & Investment Risk, Global Trade Services, Investment Management, Project Management, NewBusiness Services, Corporate Actions, Pricing & Middle Office.- Actively support on-boarding of new privately placed funds by working directly with New Business Services, Global Product Services, Institutional Sales, Global Client Service Support & Portfolio Management.- Respond to ad-hoc requests from Institutional Investors via Global Client Service Support & Institutional Sales.- Manage a global team of Lead & Senior Financial Reporting Analysts in the United States & India.- Manage Third Party Administrators, Custodians, Vendors and Digital Lending Platforms including BNYMellon, JP Morgan, Wilmington Trust, State Street Bank, Northern Trust, Duff & Phelps, Theorem FundServices, and multiple Market Place Lending firms.- 529 Plan / NJ Best Project: Improved financial statement production time of 45 portfolios by 98% in 2016.- Self-implemented controls have led to no audit control deficiencies in all years at Franklin Templeton.- Other Positions Held: Senior Financial Analyst (03/2015-11/2016) Lead Financial Analyst (11/2016-11/2019)

- Managed a team of fund accountants which provided fund administration to investment portfolios & clients. - Was responsible for operational oversight of daily portfolio valuation & NAV allocation, cash, asset, income & expense reconciliation, investor allocation calculation, financial statement preparation, compliance, client due diligence reviews, investor services, & development of staff.- Chennai, India Project 2014: Trained over 35 accountants & managers day-to-day fund administration duties including reconciliations, portfolio accounting, net asset valuation, investor allocation operations. - Positions held: Tri-party Account Administrator, Accountant I, Accountant II, Senior Fund Accountant