• Perform financial statement audits of public and private clients with a focus on healthcare, in accordance with US GAAP. • Successfully manage associates (local and offshore) and interns on three engagements: including delegation and review of work and delivery of performance evaluations. • Participated in valuation meetings with CIO and asked questions regarding valuation models. • Coach new team members through substantive testing and present work performed to managers and partners. • Exposure to various fund structures including domestic and offshore master-feeders, consolidated master-feeders, stand-alone funds, and fund of funds. • Prepare and review audit workpapers in a diverse range of testing areas (investments, valuation, financial statement disclosures). • Conduit between the client and the engagement team for PBC status and client questions. • Communication with Client and Fund Administrators in regards to open items and any issues that arise during the executions stage of the audit • Manage the confirmation process and handled challenges arising from third parties. • Onboard and manage 5 audit staff members to the engagement throughout the year providing a summary of the client, the industry, and critical deadlines. Inclusive of a senior who I was responsible for answering their workpaper questions.
BS, Accounting
1994 - 1998I served as treasurer for Beta Alpha Psi during my junior and senior year, where I controlled spend on our investments, networking events, chapter promotional materials and events, and other events.
Activities & Societies: Beta Alpha Psi, international honor society for financial information students