Lead general ledger activities, reconciliations, balancing, journal entries, variance analysis, financial reporting, month-end and year-end close processes. Prepare quarterly Call Reports, manage investment accounting, support regulatory compliance and audits, strengthen internal controls, and improve accounting workflows and systems. Partner with cross-functional teams on capital, taxes, liquidity, and equity reporting while ensuring GAAP-compliant financial operations.

Provides comprehensive financial planning, fiduciary guidance, business transition strategies, and relationship management for high-net-worth individuals, families, and business owners with over $1 million in assets under management. Collaborates with internal professionals, builds client relationships, and delivers wealth management and advisory solutions while contributing thought leadership and community engagement.