Featured Talent

Profile

CPA with a Master of Accountancy and 10 years of experience across public accounting, real estate, and private equity. Currently a Fund Controller for two PE fund strategies, owning financial statements, fees, capital activity, and the annual audit. Earlier roles include senior fund accounting at a real estate investment manager, senior accountant for a multi-site senior living operator, real estate portfolio reporting (GAAP and fair value), and two years of audit and tax in public accounting. Ready to take on direct reports and build toward a Controller role. Strong in fund accounting, waterfalls, investor reporting, audit management, and tax coordination.

Career Highlight 1: Manages the annual audit for two private equity fund strategies end to end: hosts the kickoff with auditors, provides workpapers, answers testing questions, and prepares financial statements with audit footnotes. Also prepares quarterly financial statements, partners’ capital files, and management/advisory fee calculations for both strategies.

Career Highlight 2: Prepares capital call and distribution notices, updates waterfall calculations, and models future fund cash flows; coordinates third-party tax preparers on investor K-1s and federal and state fund returns. Maintains investor portals with capital notices and quarterly statements, and responds directly to investor requests.

Career Highlight 3: Created and implemented policies and procedures at a growing real estate investment manager to reduce errors, while serving as point person for its annual fund audits and quarterly equity and related-party reconciliations. Earlier centralized accounting functions across multiple senior living communities and mentored new accountants as they onboarded.

Why Hire This Candidate (In Their Own Words): I’ve run the full fund accounting cycle as a Fund Controller: quarterly financials, partners’ capital, management fees, capital calls and distributions, waterfalls, K-1 coordination, and the annual audit, which I manage from kickoff through footnotes. As a CPA with public accounting audit roots, I build processes that hold up under audit, and I’ve put policies in place that cut errors at a growing company. I’m ready to lead a team and grow toward a Controller role.

Strengths: (1) PE and real estate fund accounting: waterfalls, capital calls, distributions, management fees, (2) Audit management and financial statements with footnotes, (3) CPA with public accounting audit and tax background

Education: Master of Accountancy

Credentials: CPA (Missouri)

Industry Experience: Healthcare, Private Equity, Public Accounting, Real Estate

Company Fit: Small, Medium

Management Experience: No formal direct reports; has mentored new accountants and coordinates outside auditors and third-party tax preparers

Open To: Hybrid, In-office, Remote