Provide strategic and FP&A advice to the CEO in potential M&A transactions of specific funds and manage transition of the in-house built software asset purchase agreement to a third-party buyer.CircleUp is a financial technology company based in San Francisco that focuses on consumer goods startups.Manage all monthly, quarterly and year-end closings of the 6 equity & credit Funds, Parent and Subsidiaries' Manage HR, legal and regulatory compliance of local accounting requirements and FINRA & SEC rules

Elected Treasurer to manage finance functions of this nonprofit organization dedicated to promoting the advancement of women in homeland security in both public and private sectors.California Women in Homeland Security (CA-WHS) is a nonprofit, nonpartisan organization dedicated to providing a platform for women in our industry to truly connect. Together, we build stronger relationships, grow our expertise, and contribute to philanthropic causes.More than just a group of women, We’re a force to be reckoned with. With the support of over 700 women in homeland security, advocates, and allies, we’re driven to build a gender-diverse homeland security workforce by facilitating recruitment, retention, and the advancement of women in this field. Learn about our why here: https://ca-whs.org/our-why

-San Francisco leader to the West Coast clients on management consulting projects-Outsourced CFO engaged to advise hedge fund investment managers and private equity clients on finance operations, and internal controls-Registered Outsourced FINOP engaged to file monthly, quarterly and annual financials with various regulatory authorities

Directed treasury functions on behalf of the Board of Directors of this nonprofit organization dedicated to promoting the advancement of women in technology through professional development programs that foster strengths in key business and leadership skills.Leading Women in Technology is a non-profit organization dedicated to unlocking the potential of professionals. Our vision is to promote the advancement of women by empowering women to become the best versions of themselves. We do this by offering intensive multi-tiered professional development programs. These programs are designed to provide women with the critical business and leadership skills needed in the various stages of their careers. In addition to our core programming, we offer networking and mentorship opportunities with the intent of encouraging and celebrating women on their journey to success.To learn more about the organization, apply for our program(s) or sponsor our programs, please visit the following website:https://www.leadingwomenintechnology.org

Fulfilled a critical leadership role overseeing all facets of financial, tax, banking and regulatory reporting and audits at this provider of global trading and fund services for hedge funds, mutual funds, separate accounts and family offices, with additional responsibility for a broad array of special projects.

Served in an interim leadership role at this financial services company that provides equipment leasing, asset-based lending, venture finance, lease administration, and asset management services, assuming a lead role in the production and analysis of reports that provided insight into the financial health and direction of the company.

Maintained accountability for all operational, accounting, tax, reporting and compliance requirements relating to over $1B in solar energy funds at this residential provider of solar electricity. Established and managed fund structures that included partnerships, sale-leaseback and non-partnership lease pass-through frameworks.

Directed all accounting-related practices and procedures for the $4B Morgan Stanley Infrastructure Partners Fund of this leading investment management firm, which held infrastructure-related real estate assets in Europe, Asia and the United States. Directed the efforts of a team of fund accountants engaged in financial and tax reporting to internal and external clients.

Responsible for the quarterly and annual financial reporting and audit of a portfolio of 15 funds, reviewing work papers prepared by administrators in the United States and India for accuracy and completeness prior to distribution to over 600 investors.