Career & Experience

Founder

Purewater Financial, New York, NY – (Jul 2020 - Present)

• Established a remote-first financial consultancy firm committed to delivering exceptional, personalized financial solutions to clients through tax return preparation, accounting, and bookkeeping services.
• Dedicated to providing tailored financial services that meet the unique needs of each client, ensuring a high level of satisfaction and long-term professional relationships
• Leverage corporate tax experience to assist in tax strategy and planning, providing comprehensive tax advisory services (including innovative tax strategy development) and working closely with clients to optimize their financial health and ensure compliance.
• Work with companies to implement a Bitcoin standard for their business (think: turning the balance sheet into Bitcoin rather than simply adding Bitcoin to the balance sheet).
• Utilize advanced financial modeling techniques and implement technology-first solutions to enhance business efficiency and decision-making processes
• Actively work with clients to build and develop their businesses, offering personalized guidance and support to foster growth and success
• Conduct client education on a range of financial topics, including tax, accounting, and other relevant financial matters, ensuring clients are well-informed and empowered in their financial decisions.
• Successfully run a fully remote financial consultancy firm, optimizing operations for client convenience and accessibility, and demonstrate adaptability and innovation in business management.

Sales Operations Manager

WeWork, New York, NY – (Jan 2021 - May 2022)

• Responsible for managing two out of five US and Canada sales territories, comprised of 18 individual markets
• Worked with territorial heads of leasing to create long- and short-term forecasts, developing data-driven KPIs, and maintaining performance scorecards for the sales representatives to better align their achievement with their individual and company-wide goals
• Partnered with Business Intelligence team to create and maintain CRM and ERP dashboards and environments
• Partnered with Variable Compensation team to calculate monthly forecasts and achievements for individual sales representatives
• Led global management calls where actual performance and pipeline reports are presented to upper management
• Handled ad-hoc requests from senior management, sales leaders and representatives, and business development team

Senior Technology Accountant

WeWork, New York, NY – (Jan 2021 - May 2022)

• Developed visual workflows to manipulate and analyze large amounts of financial data by utilizing Alteryx and PowerBI softwares
• Worked with Tax Department to book annual and quarterly tax provision in company’s financial statements
• Created, maintained, and updated workpapers and supporting schedules to calculate firm-wide and subsidiary tax provisions
• Assisted in both internal and external audits during examination periods, including during the time of WeWork’s IPO

Tax Senior

Rockefeller Group, New York, NY – (Jul 2019 - Jan 2021)

• Worked alongside consultants and tax managers to help implement Thomson Reuters OneSource Tax Provision Software
• Created automated workpapers to bridge manual tax calculations and tax return/provision softwares
• Helped with tax needs for implementation of YARDI General Ledger Software
• Assisted in preparation of various federal and state/local tax returns, including Forms 1120, 1065, and provision calculations, along with appropriate workpapers
• Prepared partners’ K-1s and subsequent schedules to accurately reflect their appropriate tax income as per corresponding schedules

Tax Associate

Jefferies, New York, NY – (Nov 2016 - Jul 2019)

• Calculated the company’s federal income tax provision in accordance with ASC 740 (formerly FAS 109) and FIN 48 monthly, as well as kept track of deferred tax balances using Thompson Reuters OneSource Provision Software
• Assisted in preparing the consolidated federal income tax return and all supporting workpapers, including calculating return-to-provision adjustments
• Researched the implications of the Tax Cuts and Jobs Act on the firm’s ETR and deferred balances, and calculated subsequent adjustments due to the rate change
• Worked on various technology transformation projects to help streamline tax functions
• Reviewed and prepared quarterly provision and annual tax return workpapers for Jefferies subsidiaries, as well as communicating any adjusting entries that need to be booked
• Supported the tax department in the completion of any audits, including providing documentation and meeting with auditors
• Prepared memos for internal circulation relating to any tax issues arising in the course of business

Tax Associate

New York Life Insurance Company, New York, NY – (Oct 2014 - Nov 2016)

• Completed and filed the federal Form 1120 and state corporate income tax returns and corresponding work papers for the main insurance company and the various corporate subsidiaries using CorpTax
• Prepared quarterly and year-end federal and state tax provisions for corporate divisions in accordance with FAS 109, ASC 740, and FIN 48
• Prepared estimates and extensions, using the latest Trial Balance, and workpaper analysis, Schedule M1 and M3 (book-to-tax differences) calculation, and supporting workpaper documentation
• Responsible for completing various calculations for amounts to be shown on the company’s consolidated return including the amount of nondeductible Lobbying Expenses and the market value of certain in-house facilities
• Developed and prepared current year and upcoming year tax liability accrual budgets for New York Life and its corporate subsidiaries
• Reviewed Forms 926 for accuracy after forms have been generated using the Deloitte IPACS System
• Assisted Corporate Vice President and Office of General Counsel tax lawyers in a variety of tax audits, including doing research and taking part in informal sit-downs
• Research and kept up with the changes in tax laws, statutes, and filing requirements using tools such as Cokala Tax Tables, RIA Checkpoint, State/Local/IRS websites, and corresponding with state representatives to get inquiries answered
• Filed withholding and unemployment tax returns for various taxing jurisdictions, alongside IRS Forms 940, 941, 945, and 1042 for different subsidiaries
• Worked on many other ad-hoc projects, including developing a fully automated reconciliation that expedited the year-end withholding process, saving the company approximately two weeks of manual work

Commercial Tax Intern

KPMG US, New York, NY – (Jun 2014 - Aug 2014)

• Assisted in various stages of federal and state/local tax return, schedule, note, and voucher preparation
• Fully prepared returns, schedules, notes, and vouchers, with oversight from associates and managers
• Coordinated with KGS to import client financial information into KPMG eWorkPapers, Orion, and GoRS
• Reviewed client-prepared returns and ensured information from financial statements and workpapers was properly reflected on return

Accountant

John Varvatos Enterprises, Inc., New York, NY – (Jan 2013 - Jun 2014)

• Ensured accurate and appropriate recording of the firm’s expenses and revenues to Cash, Payroll, Accounts Receivable, and Accounts Payable
• Collated information about firm’s Fixed Assets and Capital Expenditures for use in Bloomberg BNA Fixed Assets software
• Adjusted and analyzed General Ledger entries for company expenses, such as Freight Charges and Employee Reimbursements
• Created monthly Aging Receivables and Allowance for Doubtful Accounts Report for supervisor review
• Prepared retail and overhead budget proposals and arranged wire transfers for approval
• Reconciled and compared invoices payable/receivable amounts with amounts previously recorded in RLM Apparel software

Articles, Portfolio, and Other Works

Articles

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Articles

Portfolio

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