CPA; 10+ years of progressive accounting and finance experience within complex investment platforms
Candidate Overview
Bachelor of Science in Business Administration – Accounting
Previously acted as Director of Accounting, supporting an $11B institutional investment portfolio, and has led teams of up to 13 professionals
Strong background working with multi-entity, fund, and partnership structures and a public accounting foundation with tax, audit, and real estate exposure
Global experience across U.S. and international investment entities, financial reporting (US GAAP & IFRS) for investment entities and funds, multi-entity consolidations, partnership accounting, investor reporting, fund structures, capital allocations, cash flow management, audit management, lender reporting, regulatory compliance, internal controls, policy development, budgeting, forecasting, financial modeling, M&A, integrations
SAP S/4 HANA, Oracle Fusion, Sage, Excel (Advanced)