Vice President, Finance

WORK EXPERIENCE 

Audax Group Sept 2022 – Present 

Vice President, Finance  

• Oversee and manage the quarterly and annual reporting processes for Audax Group and its different subsidiaries, including coordinating annual audits in the US and UK 

• Develop and lead a project plan for implementing changes in processes and accounting systems as a result of business re-organizations  

• Work with business solutions on creating and setting-up new entities in NetSuite  

• Collaborate with the tax and GP reporting teams to prepare tax estimates and finalize tax returns 

• Provide thought leadership and act as subject matter expert on the impact of business re-organizations to operations and financial statements to ensure they comply with US GAAP 

• Identify enhancements and create new MD&A reports for co-founders and external investors, to provide an overview of results and assist with decision making 

• Prepare compensation summaries for the Senior Managing Directors using operating P&Ls 

• Provide direction and coach the team on the adoption of accounting guidance such as leases, consolidation and fair valuation of investments 

• Streamline existing procedures and processes to continually improve efficiency and controls and assist in the adoption of new technologies 

• Review management fees calculations and ensure fee waivers and fee offsets are allocated appropriately 

• Review IRR and exit return calculations for realized investments and communicate results to senior management and investors 

• Liaise with legal department and IR to review legal documents and set-up capital allocations in accordance with the legal terms 

Ernst & Young, LLP  Jan 2010 – Aug 2022 

Assurance Senior Manager – Wealth and Asset Management 

• Served a diversified set of clients including Private Equity & Venture Capital Funds, Credit Funds, Mutual Funds, BDCs, and Investment Managers 

• Worked closely with C-Suite executives to provide industry insights and best practices to achieve organizational goals 

• Worked across EY’s service lines, such as tax and advisory, to ensure client needs and expectations are exceeded 

• Assisted clients with launching new products and taking them to market, by providing guidance and insights and connecting clients with industry and subject matter experts 

• Researched and obtained in-depth understanding of new SEC rules and accounting standards, in order to assist clients with establishing processes to adopt the new rules 

• Led the overall audit process from planning, staffing, coaching and execution to ensure all services were performed exceptionally 

• Expanded EY services by identifying and proposing new services, at existing and new clients 

• Challenged client service model and identified opportunities to enhance the client experience and reduce the reporting period by modifying staffing, timing of procedures, or shifting work to centers of excellence 

• Led advisory projects aimed at providing clients with findings and recommendations to identify risks within processes and applicable controls to mitigate such risks 

• Assisted clients to ensure they were in compliance with applicable rules, laws and financial reporting requirements 

• Reviewed clients’ financial statements, provided clients with comments and ensured the financial statements conformed with the applicable accounting standards  

• Worked with clients through different economic turns to adjust valuation models to reflect the surrounding economic environment 

• Established budgets then monitored KPIs to ensure client services were provided in the most efficient manner 

• Mentored new employees by guiding them through the firm’s Global Audit Methodology, delegating tasks and conducting timely performance reviews 

• Developed rotational programs for new hires and junior staff into other service lines to provide the staff with a rewarding and well-rounded experience 

• Served on the EY New England DEI counsel and led EY’s DEI strategic priorities and action plans 

EDUCATION 

Bentley University – Waltham, Massachusetts – December 2009  

Master of Science in Accountancy – McCallum Graduate School of Business 

University of Jordan – Amman, Jordan – February 2008   

Bachelor’s Degree in Accounting – School of Business Administration 

SYSTEMS & APPLICATIONS:

• Microsoft Word/Excel/PowerPoint/OneNote, NetSuite, Vena, Investran, Concur, UiPath, Altryx, Dynamo  

CERTIFICATIONS & AWARDS:

Certified Public Accountant (CPA) –Massachusetts – active since May 2010 

Recipient of Massachusetts State’s Third Honors Award  

MEMBERSHIPS & ACTIVITIES:

• Member of the Massachusetts Society of CPAs and the American Institute of CPAs 

• Former Member of the EY Faculty Program 

• Former Member of the EY New England DEI counsel