Microsoft Word, Excel (Macros, Pivot Tables, V-Lookups), Archer GRC, Argus, MRI and Oracle EBS.
Associate05/2016 to CurrentThe Blackstone Group, LPNew York, NY
Sarbanes-Oxley ("SOx") Compliance project manager, responsible for planning, coordination and execution of the firm-wide program, which includes operations, valuations, fund accounting, corporate finance, IT and governance processes.
Assisted with launch of first public non-traded REIT platform inclusive of multi-family, office, industrial, hospitality, retail and liquid vertical companies by identifying, designing and implementing processes and controls for valuations, leasing/pricing, recoveries, hotel revenue, operating expenses, capital improvements, promote/management fee, NAV reporting at various levels of the entity structure.
Performed testing over Real Estate Valuation controls including review of DCF models, budget-to-actuals, WACC analysis, exit cap rate reasonableness and market approach.
Worked with senior management to perform analysis over fund accounting and other related finance functions to identify overlap and implemented a centralized approach by aligning and consolidating IT systems, processes and controls.
Primarily responsible for overseeing management's assessment of Internal Controls over Financial Reporting for the following areas: RE Opportunistic Funds (BREP), RE Core+ (BPP), Registered Investment Advisors, SEC Reporting, Side-By-Side Investing and Equity Compensation.
Performed various risk-assessment projects over areas such as Real Estate, Firm-wide Valuations, Financial Statement, Fraud, General Accounting, Fund Accounting, Tax and Working Capital Management.
Assisted with the design and implementation of continuous risk monitoring platform, which was configured to identify exceptions based on pre-defined risk criteria and escalate to management for resolution.
Senior Associate10/2012 to 05/2016KPMG, LLPNew York, NY
Review and analyze financial statements and SEC filings (10-Q, 10-K, 8-K, S-3 and S-4), including all required footnote disclosures, for various financial services clients, including real estate, investment banks and broker-dealers.
Perform analytical reviews and substantive testing on accounts and accounting policies that have potential key risks over financial reporting, including: real estate portfolio valuation, impairment of long lived assets, purchase price allocations, REIT compliance, variable interest entities and income taxes.
Evaluate the process flow, design and operating effectiveness of controls for various clients/processes, discovering deficiencies, which led to the implementation of more efficient and robust processes for areas such as: Valuations, Financial Reporting, Impairment, Warehouse Lending, Private Wealth Management and Regulatory Reporting.
Designated as the Nation Real Estate Data & Analytics Champion responsible for instructing specialized trainings focused on analyzing client data to determine business risks and trends.
Instructor of various National, Regional and Local office training programs covering the following topics: Data & Analytics, Off-Shore Resources, Project Management, Real Estate Industry and Statistical Sampling Methodologies.
Representative Clients: Bradesco Securities Inc., CICC US Securities Inc., Credit Suisse AG, Deutsche Bank AG, Lexington Realty Trust, The Related Companies, Skanska USA Civil Inc., 1199 SEIU Benefit Plans.
Graduate Teaching Assistant08/2011 to 05/2012The University of ScrantonScranton, PA
Lead Tax Preparer & Assistant Office Manager12/2010 to 05/2012Liberty TaxScranton, PA
Education and Training
Master of Business AdministrationMay 2012The University of ScrantonScranton, PA
Bachelor of Science: Accounting FinanceMay 2011The University of ScrantonScranton, PAAccounting Finance 3.66 3.21
June 2007Chaminade High SchoolMineola, NY
accounting, General Accounting, approach, budget, corporate finance, Credit, client, Clients, designing, Equity, senior management, finance, Financial, Financial Reporting, analyze financial statements, Fund Accounting, Funds, Instructor, instructing, Macros, market, Excel, office, Microsoft Word, Oracle, Pivot Tables, policies, pricing, processes, Project Management, Real Estate, reporting, retail, risk-assessment, Sarbanes-Oxley, Securities, Tax, taxes, training programs, Valuation, Wealth Management