Bridge Investment GroupDirector of FP&A
Jul. 2016 - May. 2023New York, New York, United States• Led comprehensive budgeting, reporting, and analyses for Bridge’s corporate business entities diverse investment verticals, including commercial and residential debt fund managers, venture funds, and secondaries market funds, driving strategic insight at institutional-grade standards.
• Played a role in delivering critical due diligence and reporting for Bridge Investment Group’s successful $350MM IPO, ensuring compliance with GAAP and SEC regulations for Draft Registration Statement and S-1 filings.
• Delivered ongoing public reporting support, enhancing transparency and accuracy for quarterly calls, 10-K, and 10-Q filings.
• Developed and maintained advanced fund models, enabling precise reporting and strategic decision-making.
• Executed due diligence for institutional investors, directly engaging with many of them to help secure over $2B in commitments.
• Collaborated with the strategy team to support modeling for acquisitions and new vertical launches, driving growth initiatives.
• Initiated the implementation of SQL Server database tools, automating data integration across software platforms to significantly enhance reporting accuracy and efficiency.