At Richey May and Co., I prepare and review financial statements for 35+ clients annually under GAAP and IFRS, including entities with complex investment and cryptocurrency structures. I also developed Alteryx workflows to standardize accounting testing and documentation; 80% of proposals were approved.
Before that, I worked as an Accounting Consultant for a Confidential – International Fund Administrator, managing full-cycle accounting for 25+ funds and preparing monthly NAV packages and investor statements. I helped reduce turnaround time from three weeks to one week per fund.
At BDO, I led accounting policy implementation for investment, impairment, contract revenue, and lease accounting on cross-border engagements. At PricewaterhouseCoopers (PwC), I worked on investment portfolio accounting and Expected Credit Loss models, and introduced automated analytics that saved 100+ hours per client annually.
I began at Moore Stephens, managing accounting for outsourced clients and contributing to the rollout of new accounting software. I’m completing the ACCA qualification, with full certification expected in December 2026, and bring experience across GAAP, IFRS, fund accounting, and process automation.
