Big 4 Accounting
Top Consulting Firms
Experience
PIMCO
Finance
CFO Alternative Funds (Real Estate, Private Equity, Hedge Fund)
4/2011 - 10/2015
• Overall responsibility for financial accounting and investor reporting, tax structuring and compliance, investment valuation, treasury/liquidity management, currency and interest rate hedging, investor operational due diligence and investment and fund-level bank financings for 8 real estate, private equity and hedge fund complexes with AUM in excess of $25 billion and over 2,000 investors
JER Partners
Finance
European CFO
12/2008 - 4/2011
• Overall responsibility for financial accounting and investor reporting, tax structuring and compliance, investment valuation, treasury/liquidity management and currency and interest rate hedging for five private investment real estate funds with aggregate capital commitments in excess of €1 billion and over 50 institutional investors
JER Partners
Finance
Latin America Portfolio Management
5/2006 - 12/2008
• Assisted with business plan and strategy development as well as implementation for JER Latin America Fund (targeted equity commitments of US$750 million) including country underwriting, new partner relationship development and prospective investment underwriting
Credit Suisse First Boston
Finance
Assistant Vice President, Global Capital and Balance Sheet Management Division
6/2003 - 8/2004
• Managed team that calculated and monitored balance sheet totals of $260B (assets), capital deployment and credit risk associated with all asset positions under both Basel Accord and EBK standards
PricewaterhouseCoopers (PwC)
Other
Senior Auditor
5/1999 - 6/2003
• Managed hedge and private equity fund audits totaling $1.8MM in fees that resulted in the issuance of over 25 sets of financial statements annually