Drive fund accounting initiatives by collaborating with cross-functional teams to enhance processes, analyze data, and implement improvements. Operate independently on projects while mentoring colleagues and ensuring compliance with standards.

Empower client success by managing key accounting relationships, enhancing reporting processes, and driving project improvements. Serve as the primary contact for clients, ensuring effective communication and collaboration throughout the engagement.

Transform investigations management by leading teams, enhancing processes, and fostering staff development. Collaborate across units to resolve payment issues efficiently while ensuring adherence to controls and driving continuous improvement initiatives.

Optimize valuation processes and governance at a leading investment firm. Drive excellence in pricing oversight, model management, and regulatory compliance while enhancing valuation capabilities and supporting strategic initiatives across diverse asset classes.

Drive growth by partnering with leaders to identify client opportunities, strengthen relationships, and build a robust pipeline in the Science + Technology sector while supporting Education and Arts markets across Northern California.