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Professional Summary

Seasoned finance executive with a strong track record in asset management and private equity, specializing in process automation and AI adoption for enterprise environments. Oversees comprehensive finance functions, driving transformation and operational efficiency for leading investment firms. Demonstrates deep expertise in financial system conversions, restructuring, and M&A integrations, contributing to value creation and business resilience. Excels at designing scalable fund accounting processes, strategic forecasting, and reporting solutions aligned with SEC standards. Recognized for championing collaborative applications and leveraging Microsoft 365 tools to streamline workflows and support cross-functional initiatives. Brings advanced analytical skills and a commitment to modernizing financial operations with technology. Holds CPA credentials and dual degrees in accounting and taxation, consistently delivering measurable improvements and business impact.

Industries

Finance, Venture Capital and Private Equity

Education

MS, Masters of Taxation; BS, Accounting

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Controller

Finance

82943017

Finance

Dallas, Texas

12 years experience

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