In charge of audit engagement staff for private equity and hedge fund clients with up to $25 billion in AUM.
Tested Level 3 valuation methodologies, including those based upon DCFs, GPCs, Precedent Transactions, PWERMs, and OPMs.
Highly experienced with industry practices and investment strategies related to funds specializing in energy infrastructure, mezzanine debt, and venture capital.
Performed detailed reviews of financial statements and provided suggested wording to be used for the latest Accounting Standards Codification Updates.
Assurance Associate
RSM US LLP
Stamford
10.2021 - 07.2023
Performed substantive testing across key areas of private equity funds, including carried interest, management fees, capital activity, debt, investment purchases, and investment sales.
Organized investment, cash, debt, and limited partner confirmations for clients with hundreds of responders.
Performed testing on ESG review engagements, mainly related to greenhouse gas emissions.
Assurance Intern
BDO USA, PC
Stamford
01.2020 - 04.2021
Performed audit testing on key areas of several clients in the commercial manufacturing and telecommunications industries, including revenues, expenses, payroll, and goodwill.
Education
Master of Science - Accounting
Fairfield University
Fairfield, CT
05-2021
Bachelor of Science - Public Accounting
Fordham University
Bronx, NY
05-2020
Skills
Proficient in Microsoft Office apps (Excel, Word, Copilot) as well as a variety of assurance softwares
Strong work ethic, willing to put in long and productive hours to reach aggressive deadlines
Unafraid to take on responsibilities greater than my position requires
Sociable positive personality able to withstand stressful and busy circumstances
Affiliations
CPA eligible with two exams passed and expecting to be a licensed CPA by the end of 2025
Volunteer at Brotherhood In Action, a Danbury, CT based group that meets quarterly to deliver food to the underpriveleged
Associate - Assurance NAS Canada at RSM US LLP, RSM Delivery Center (India) Private LimitedAssociate - Assurance NAS Canada at RSM US LLP, RSM Delivery Center (India) Private Limited