Provided accounting and advisory services to software development firms pre- and post acquisition. Work included preparing companies for due diligence in anticipation of sale. My work focused on GAAP/IFRS compliance, particularly with revenue accounting (ASC 606). This involved a review of all contracts with customers, including MSAs, creating a matrix of the relevant aspects of the agreements based on the Five Steps as specified in the accounting standard, training staff on the accounting requirements, formulating an accounting policy, reviewing with senior management, and finally presenting to external auditors for acceptance.
● • Compiled consolidated financial statements for pre-acquisition due diligence.
• I wrote policy papers on revenue recognition and intangible assets and implemented accounting policy around these issues.
• Heavily involved in monthly/quarterly financial close and reporting to the parent company.

Equitable Equitable Financial Life is a financial services company with 8,000 employees specializing in life, insurance, annuity, and investment products and services. Its annual revenue is approximately $2,200 million.
● Contracted to investigate the effectiveness of recently implemented cost-cutting initiatives and make recommendations where additional improvements could be made. This involved mapping the current state in a process flow, observing the effectiveness of internal controls, and making recommendations for improvements to senior management.
• Based on the investigation, management was provided with actionable recommendations to cut costs by $5 million and improve internal control procedures.
• Provided management with recommendations for contract negotiation with significant vendors. This was designed to provide more actionable data on a timely basis.

A financial services company with 80,000 employees. The company provides institutional securities, wealth management, and investment management services and had approximately $53,668 million in annual revenue in 2022.
● Compiled schedules and verified the accuracy of data for regulatory reporting. Tested new and improved data gathering and computation processes. Updated legacy process procedures on Alteryx for the regulatory reporting for new methods and applications.

Metropolitan Commercial Bank provides a broad range of business, commercial, and personal banking products and services to small and middle-market companies, public entities, and affluent individuals in the New York metropolitan area. It has 291 employees and approximately $255 million in annual revenue.
● Contracted to assist in compiling 10K and 10Q files and various Federal Reserve reports. Implemented lease accounting software package to comply with lease accounting standards (ASC 842).
• Single-handedly implemented software accounting package for leasing standards. This included drawing up a project plan, training staff, gathering data, configuring software, inputting data, and testing results with client staff.

A financial services company with 667 employees providing financial technology solutions by offering a mobile banking and financial membership platform to deliver mobile banking, lending, and investment solutions to clients in the United States. Money Lion had approximately $340 million in annual revenue in 2022.
● I was contracted to assist a recently acquired subsidiary's finance and accounting department in transitioning from a small private company to being part of a publicly quoted company. This involved streamlining month-end closing processes, audit preparation, the monthly closing of the books, and researching technical accounting issues. Close duties included making journal entries, reconciling balances, and reviewing financial statements.
• Researched and wrote technical briefs on the impact of accounting standards (Lease Accounting and Revenue Recognition).
• Streamlined monthly closing procedures that saved significant time during the closing process.
• Designed and mai

Project Manager and technical SME for LeaseAccelerator software implementation. Simultaneously worked on multiple large clients for initial implementation, assessment, and advisory on Day 2 impact. The dollar value of the financial statement impact ranged from $40 million to $1 billion. Conducted workshops and training at client premises and virtually. This job included extensive travel, including international locations.
● • Provided management with data analysis required to remediate issues and produce accurate and verifiable figures.

Moody's Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Their expertise, expansive information resources, and innovative technology applications help clients navigate the evolving marketplace confidently. Moody's employs approximately 14,000 people and has a revenue of $5,668 million for 2022.
● Led a team of consultants to analyze the impact of the RevPro sub-ledger on financial statements. This involved building SAAS-based models forecasting revenue, comparing them with actual results, and identifying and remediating issues.
• Provided management with data analysis required to remediate issues and produce accurate and verifiable figures.

Deutsche Bank AG provides investment banking, corporate and retail banking, and asset and wealth management solutions. Its offerings include deposit services, card products, loans, trust and security solutions, wealth and investment planning, financial advisory, and financing. In 2022, the bank had revenue of $30,120 million and employed 85,000 people.
● I participated in CCAR reporting (FRY-9C). I compiled data from source systems and verified the accuracy of the results. I specifically worked on the HI (Income) and HI Memorandum (Supplementary Information) sections. I investigated data quality issues related to attributes and made recommendations for remediating errors around investigation findings.
• Made requests for remediation of data quality issues and tested the results in UAT once the proposed fix had been made. This allowed for the remediation of data errors and a more rapid and accurate compilation of reports.

A financial services company that offers investment banking, private banking, and asset management solutions. Credit Suisse provides advisory banking services such as accounts, cards, mortgages, and wealth management. The company employs about 50,000 people and generates approximately $17,000 million.
● Designed a process and procedures to implement a new auditing standard for related party loans. This work involved documenting the front-to-back data flow and associated internal controls for the commercial loans business.
• Identified related party loan population to ensure the loans were reported correctly and the new auditing requirements were adhered to.

American Express Co. is a card provider and travel-related services provider. It offers a range of credit cards, charge cards, and other payment and financing solutions to individuals, small and middle businesses, and corporations. As of 2022, it had 77,000 employees and revenue of $50,680 million.
● Conducted and evaluated extensive accounting research to implement the IFRS 15 revenue recognition standard. This involved evaluating the impact of global multi-layer contracts and assessing the impact with internal Accounting Policy groups and external auditors.
• Provided management with detailed and timely data to make informed decisions around the implementation strategy.