• Operational, financial, and implementation services to senior corporate leadership, individuals, businesses, and Family Offices.
• Oversee all administrative, financial, and operational activities for multiple individuals and Family Offices.
• Develop, oversee, and execute all accounting, reporting, bill pay, and cash management functions utilizing QuickBooks, Excel spreadsheets, and third-party applications for multiple individuals and Family Offices.
• Develop and implement financial and operational policies and procedures (e.g., monthly, annual close calendars and checklists, invoice and credit card approvals, and petty cash disbursements) for a third-generation real estate family in New York City.
• Coordinate external accountants and internal office staff timelines and deliverables to prepare, review, and file tax returns for a family with multiple entities and trust tax returns.

• Strategic assessments, evaluations, and implementations of Family Office design, operations, and services.
• Provide advice and assistance for ad hoc Family Office services, including building operational infrastructure, consolidating information, managing special projects, handling human resources, staffing, and professional relationships.

• Primary point of contact for family and advisors ensuring all information was disseminated, and high-priority projects were well-managed and guided to success.
• Oversaw operations of the Family Office and managed a team of 37 individuals across multiple properties.
• Responsible for projects and tasks related to finance, accounting, tax, cash management, process, procedure, and internal controls.
• Collaborated with bankers, investment advisors, attorneys, accountants, and consultants on various projects and initiatives related to family assets, insurance, and estate plans.

• Oversaw the personal financial and operational needs of the family.
• Managed a staff of 17 employees, including consultants, bookkeepers, property managers, and household employees.

• Provided financial and operational services and support to the family.
• Managed and executed various projects related to accounting, finance, investments, tax, and philanthropy.

• Management and execution of engagements across various markets, including Family Office Services, Banking, Capital Markets, Regulatory, and Compliance.

• Responsible for financial operations and business strategy projects.