Transformed the finance and operations function as the organization shifted to a new business model, resulting in streamlined operations, shorter month-end close period, reliable financial data, increased transparency of financial information to stakeholders, and stronger internal controls. Significantly improved operational efficiency and data reliability by creating and streamlining business processes. Led the annual audit, filed tax returns, implemented systems including NetSuite.

• Provides operating and accounting assistance for mergers and acquisitions, divestitures, and IPO readiness.
• Analyzes financial/operational results by reviewing accounting records and interviewing management.
• Evaluates accounting and finance policies and controls.
• Provides advisory support for high growth companies to develop and implement new processes and procedures affecting financial reporting.
• Assists with quality of earnings report.

• Participated in the development of new business opportunities.
• Managed investment portfolios per clients’ individual objectives and market conditions.
• Traded equities and fixed income securities in clients’ accounts.
• Conducted research and analyses on equity, fixed income, and alternative assets to determine asset allocation to create tailored investment strategies.
• Analyzed economic trends and applied analysis to creation of investment strategies.

• Streamlined financial processes and automated procedures – saved an average of 20 hours per week.
• Accounted for derivative instruments used to hedge mortgage servicing assets.
• Collaborated with other groups within the Capital Markets group to ensure proper analysis of derivative instruments.
• Calculated, reconciled, and recorded derivative investments’ mark-to-market valuations.
• Accounted for all cash flows related to interest, and quarterly stock dividends.

• Handled the consolidated financial reporting of the balance sheet and cash flow statements across hotel brands.
• Created and implemented new procedures to processes which resulted in increased efficiency and accuracy.
• Reviewed and reconciled reports used to prepare the balance sheet and cash flow statements.
• Participated in the development of new strategies to improve the overall financial reporting process.

• Participated in audits of US Federal Agencies and Fortune 500 Companies.
• Performed financial audits to ensure financial statements were fairly presented in accordance to U.S. GAAP.
• Performed audit procedures, such as substantive tests of transactions, processes and internal controls, and thoroughly documented and reviewed results.
• Performed analytical procedures/analyses to detect unusual financial statement relationships.