Wood PartnersJune 2011 to CurrentSenior Accountant Atlanta, GA
Prepare quarterly and annual financial statements for 17 multi-family communities for distribution to investors and financial institutions.
Reconcile and account for all activity on the income statement and balance sheet including cash, fixed assets, derivatives, equity, and property debt.
Coordinate and review work of external audit firms.
Initiate capital calls and distributions for investors.
Manage budgets and construction loan activity for approximately $100,000,000 in active construction projects in FL, MA, and MD.
Morgan StanleyMarch 2010 to June 2011Associate Fund Controller Atlanta, GA
Performed quarterly and annual close procedures for MSREF (Morgan Stanley Real Estate Funds) 6I, the largest international real estate investment fund to date with $8 billion of partnership assets, and draft financial statements distributed directly to fund investors.
Lead quarterly management fee process by performing work to draft approximately $14,000,000 in bills to fund Partners.
Develop work plan to ensure deadlines are met, test results, delegate work to other Fund Controllers, and perform detailed review of their work.
Lead MSREF 6I initiative to implement reinvestment of proceeds (ROP) methodology to reallocate approximately $120,000,000 in cash to-date amongst investments with deficient cash balances to cover contributions and expenses.
Write formulas to analyze cash movement in Microsoft Excel and assist four Information Technology Vice Presidents in programming the partner capital sub ledger system to calculate the movement and test results.
Wrote standard operating procedures memo for ROP to train team members.
KPMG LLPJune 2007 to March 2010Advisory, Forensic and Audit Associate Atlanta, GA
Performed research to locate red flags in numerous potential fraudulent mortgages at one of the largest bank failures in U.S.
Developed writing skills by drafting over forty memorandums that summarized potential fraud in loans that were presented to multiple agencies of the Government.
Wrote a thirty-five page corporate intelligence narrative explaining personal and Professional relationships of an individual under investigation.
These tasks assisted the FBI in arresting the individual, suspected of orchestrating a two billion dollar mortgage fraud scheme.
Performed substantive test work, analytical procedures, and testing of controls at multiple audit clients, including leading the sales and inventory test work of an international company with approximately one billion in annual sales.
Audited cash, receivables, investments, inventory, payables, property, debt, equity, revenue, cost of goods sold, and expenses.
Analyzed audit client's major accounting processes, identified control weaknesses, and recommended solutions and improvements.
Worked on multiple phases, including fraud investigations and data analytics, of a high profile engagement involving the largest natural disaster relief fund in United States history and was the first to analyze, discuss, and research a series of fraud allegations received from an anonymous telephone hotline that lead to a new, lasting client relationship with the Federal government.
Analyzed a series of bank accounts owned by over twenty customers of a large, domestic bank to determine the amount of funds stolen and trace illicit transfers made by a bank employee from each account in a multi-million dollar fraud scheme.
August 2006 to May 2007Accounting Tutor Sole Proprietorship Atlanta, GA
Held private sessions to teach financial accounting to over 25 individual client needs and wrote practice questions which resulted in grade improvement amongst all clients, including one who increased his exam performance by 35 percentage points after sessions.
EMORY UNIVERSITY, Goizueta Business School5 2007Bachelor of Business Administration: AccountingAtlanta, GAGPA: GPA: 3.63/4.0 GPA: 3.77/4.0Accounting GPA: 3.63/4.0 GPA: 3.77/4.0
Fulton County CASA Board of Directors Member, Treasurer. Plan fund raisers, review budget and financial statements, and supervise CASA staff in not-for-profit organization that trains volunteers to mentor children being pulled from their homes through the Fulton County court system for abuse and neglect.
CPA, Hold an active Georgia license and scored between 87 and 93 out of a possible 99 on each of the four sections of the CPA exam.
CFE, Certified Fraud Examiner, which
COMMUNITY SERVICE, CERTIFICATIONS AND AWARDS Fulton County CASA Board of Directors Member, Treasurer. Plan fund raisers, review budget and financial statements, and supervise CASA staff in not-for-profit organization that trains volunteers to mentor children being pulled from their homes through the Fulton County court system for abuse and neglect. CPA, Hold an active Georgia license and scored between 87 and 93 out of a possible 99 on each of the four sections of the CPA exam. CFE, Certified Fraud Examiner, which requires passing four exams and two years work experience in preventing and detecting fraud. Recipient, 2007 John R. Jones Accounting Award. Given annually by vote of Emory University Professors to recognize the top performing senior year student in academia, community involvement, and character. Recipient, 2006 Ben Pius Award. Awarded by Emory Professors to recognize exceptional achievements by the highest performing junior year accounting student at Emory University.