Provided oversight and management of external accounting agents and administrators.
Conducted analytical reviews of net investment income and capital gains to facilitate accurate shareholder distributions.
Prepared expense budgets for funds and calculated asset-based fees.
Coordinated borrowing and repayment notices for Fund lenders to ensure efficient liquidity management.
Delivered financial reporting deliverables ensuring alignment with lending agreements.
Confirm the accuracy of management fee calculations, and coordinate quarterly wire transfers for payment, adhering to fund timelines.
Managed diverse fund structures including Master/Feeder Funds, SMA, SPVs.
Senior Assurance Associate – Asset Management
BDO USA, LLP
Boston, USA
09.2021 - 06.2023
Oversaw all aspects of the project management lifecycle for various engagements – initial scope definition, project timeline estimation, budgeting, work plan design, tracking, and monitoring.
Scoped and solutioned assurance services to 10+ asset management entities, including private equity and investment banking firms, with cumulative investment holdings of over $1.3 billion.
Assessed the validity of various revenue streams for a major investment banking firm, with revenues of about $500M.
Directed, coached, and mentored global teams to drive high performance and timely execution of project deliverables.
Tax Intern
SHEEHAN & COMPANY, CPA, PC
Brightwaters, USA
05.2019 - 08.2020
Generated detailed tax filings for individuals and corporations.
Demonstrated efficiency by utilizing advanced tools like Autoflow, Access, and XCM for streamlined processes.
Daily tasks involve gathering and organizing client source documents, tax extensions, tax estimates, and assisting in the resolution of client notices.
Accounting Intern – Financial Services
NEW YORK COMMUNITY BANCORP, INC.
Westbury, USA
06.2018 - 08.2018
Collected and analyzed financial data; performed a variety of accounting and accounting related functions for Financial Services unit
Completed basic daily reconciliations and analyses of general ledger accounts
Developed proficient Microsoft skills (particularly Excel, Word & PowerPoint)
Education
MBA - Specialization in Global Finance
Bryant University
Smithfield, RI
08-2021
Bachelor of Science - Business Administration Dual Concentration in Accounting and Finance
Bryant University
Smithfield, RI
05-2020
Athletics
Division I, Lacrosse, 2015 - 2020, All-Rookie team as redshirt freshmen, Starting 48 out of 70 games for the Bulldogs, NEILA ALL-ACADEMIC Team in 2021
Timeline
Finance Associate
SLR Capital Partners
06.2023 - Current
Senior Assurance Associate – Asset Management
BDO USA, LLP
09.2021 - 06.2023
Tax Intern
SHEEHAN & COMPANY, CPA, PC
05.2019 - 08.2020
Accounting Intern – Financial Services
NEW YORK COMMUNITY BANCORP, INC.
06.2018 - 08.2018
MBA - Specialization in Global Finance
Bryant University
Bachelor of Science - Business Administration Dual Concentration in Accounting and Finance