Result-driven professional experienced in private equity operations and financial statement reporting. Experience helping setup investment companies for future growth.
Lean and mentor a team of fund accounting and operations professionals to ensure timely and accurate financial reporting for various investment strategies.
Member of the valuation committee for Bridge's Opportunity Zone and Single-Family Rental verticals. The committees are responsible for valuing over $5 billion of real estate assets.
Along with team members, successfully implemented processes and procedures that allowed Bridge Fund Services to be SOC 1 compliant.
Helped launch Bridge Development Fund Manger, which now has over $4.1 billion in capital commitments and manages over $6.4 billion of real estate. My role was to coordinate with various groups, including capital markets and development teams, to coordinate the launch of the business.
Forecast fund cashflows and budgets for various fund's Investment Management Committees.
Prepare net asset value for multiple funds on a monthly basis within a short, uncompromising time period.
Interpret fund legal documents to ensure accuracy of hurdle and incentive fee calculations.