Detail-oriented and driven accountant with substantial experience in financial operations and reporting. Skilled problem solver, analytical thinker, and committed team player. Proficient in Excel, accounting, and portfolio management software.
Overview
17
17
years of professional experience
1
1
Certification
Work History
CONTROLLER FOR FAMILY OFFICE
TISCH FINANCIAL MANAGEMENT LLC
01.2015 - Current
Prepare and analyze quarterly fair market value financial statements for high-net-worth people
Manage and analyze general ledgers for over 300 entities, including individuals, trusts, and partnerships
Actively involved in the management of Grantor Retained Annuity Trusts (GRATs)
Coordinate and communicate with upper-level management to develop, implement, and adapt processes and procedures
Review and administer more than 50 money-managed funds
Manage a team of senior accountants.
ASSISTANT CONTROLLER FOR FAMILY OFFICE
01.2008 - 01.2015
Kept books and records for several entities, including individuals, partnerships, and trusts
Prepare quarterly fair market value financial statements for high-net-worth people
Review big artwork and jewelry purchases for the family
Examine large real estate transactions and sales
Review additions to the basis to ensure adequate gains are recognized at sale.
ASSISTANT CONTROLLER FOR FAMILY OFFICE
SMITH MANAGEMENT, LLC
Staff accounting and finance for family office
Responsible for family's investments
Start of back-office operations for hedge fund start up.
Junior Audit Accountant
ANCHIN, BLOCK AND ANCHIN, LLP
Junior audit accountant for mid-sized public accounting firm.
Vice President, Project Management & Business Transformation at Grove Point Financial, LLC / Atria Wealth ManagementVice President, Project Management & Business Transformation at Grove Point Financial, LLC / Atria Wealth Management