PROFESSIONAL EXPERIENCE
HLM Venture Partners, Boston, MA
August 2007 to May 2009
Financial Analyst / Fund Accountant
. Prepared quarterly and annual audited financial statements for all
funds, including statements of partners' capital and cash flows,
schedules of investments, footnotes and fund statistics
. Recorded accounting transactions of the funds, ensuring all
investments are booked accurately
. Assisted with the valuation of non-public investment portfolios
. Performed cash reconciliations for venture capital partnerships
. Implemented regular securities reconciliation with the custodian and
oversaw the location of physical securities
. Assisted independent auditors and tax preparers with annual audit
and tax requests
.
Children's Hospital Boston, Boston, MA
September 2006 to May 2007
Clinical Research Associate
. Developed predictive models using regression analysis to predict
surgical procedure success rates
. Presented study reports on data analysis at investigator meetings
. Ensured collection and maintenance of critical documents and
appropriate study files
. Assisted in systematic reviews of the literature by running
literature searches and reviewing the inclusion or exclusion of
previously published papers
Variant Research, Boca Raton, FL
February 2006 to June 2006
Assistant Controller
. Responsible for reviewing all month-end journal entries (interest,
accruals)
. Developed monthly and quarterly financial statements, monthly close,
and all related financial reporting
. Maintained books and records, including general ledger account
analysis, accounts payable, accounts receivable, and
payroll/benefits
. Reconciled cash and security movements between back office treasury
department and the firm's system
. Prepared and filed information required by brokers and dealers to
the securities and exchange commission
EDUCATION
Florida Atlantic University, Boca Raton, FL; August 2006
M.S. in Finance
Florida Atlantic University, Boca Raton, FL; August 2004
B.B.A. with major in Finance
. Florida Medallion Scholar Award for outstanding matriculates;
received support throughout all four years
COMPUTER SKILLS
. Microsoft Office, (advanced Excel)
. Quickbooks