Teams at Petra Funds Group

Leads the investor services function for private equity and debt fund administration clients. Oversees investor requests, portal documents, CRM accuracy, contact changes, wire instruction controls, audit confirmations, and DDQs. Serves as the escalation and relationship owner for clients and fund administration partners. Manages and develops staff, establishes service standards, drives process improvements, and leads ad hoc initiatives while ensuring accuracy, timeliness, and compliance.

Own accounting, valuation, financial reporting, cash management, and treasury activities for private credit, structured equity, and special situations investments. Coordinate with fund administrators, auditors, tax preparers, and investment teams; oversee loan-level accounting, credit facility reconciliations, NAV support, capital calls, distributions, fees, carry, and investor reporting. Build scalable accounting processes and internal controls for fund and SPV entities.

Manage accounting and financial reporting for private credit investments and fund vehicles, including interest accruals, PIK/OID amortization, fee recognition, audits, NAV calculations, cash management, capital calls, distributions, covenant monitoring, and investor reporting. Partner with fund administrators, auditors, tax advisors, deal teams, and operations teams while improving accounting controls and reporting infrastructure.