Staples High School

Central Connecticut State University

Controller at Oak Hill Capital

Norwalk, Connecticut, United States

Oak Hill Capital

Controller

Conifer Financial Services

Director of Operations

Oversee the daily, monthly, quarterly and annual accounting for the leverage buyout funds
Review and supervise the production of all financial reporting and operational aspects for the funds on a US GAAP and income tax basis
Review all alternative investment vehicle and blocker level financial statements
Liaise with the firm’s tax preparers, auditors, tax withholding advisors, outside administrators, merger and acquisition advisors, portfolio companies, etc.
Responsible for the correspondence and requests of the firms limited partners
Review and streamlining the current policies and procedures, including the review and recommendation of a new accounting package
Oversee the review of financial statements for entities domiciled in Bermuda, Cayman Islands, Luxembourg and Netherlands
Ad-hoc projects as they arise

First Reserve Corporation

Fund Accounting Manager

Reviewed quarterly and annual fund financial statements, partner’s capital allocations/accounts, including management fee calculations, capital calls and distributions
Coordinated and managed the annual audits of investments funds and the management company
Reviewed the fund, general partner and management company partnership’s federal and state income tax returns including K-1 schedules
Ensured accurate and timely filing of all financial reports and quarterly tax filings
Maintained the IRR’s for various funds
Corresponded with limited partner’s for information requests/inquiries
Prepared and analyzed the quarterly/annual US operating budget, forecasts and reporting to London
Reviewed the general partner financial statements / capital allocations / capital calls and distributions / income tax returns and K-1’s
Responsible for the treasury and cash management functions relating to the US management company
Processed all payroll functions and maintained the company’s 401(k) plan
Integral member of  the Investran implementation team

Apax Partners

Assistant Controller

PricewaterhouseCoopers

Senior Assoicate

Jim Tarnok