• Maintained monthly financial reports
• Managed daily transactions such as purchased order, collection of A/R and updating A/P
•Tracked daily expenses and Account reconciliations
•Reconciled bank statement and book of accounts.

As a dedicated and results-driven Capital Raising Associate with hands-on experience in supporting
fundraising efforts for investment firms and startups, I specialize in identifying investor opportunities,
nurturing relationships, and managing the capital raise life-cycle from outreach to close.
With a finance and relationship management background, I’ve worked closely with General Partners,
Limited Partners, and investor networks to drive growth through structured capital raising strategies. I
bring strong communication skills, a deep understanding of market trends, and a commitment to building
trust-based investor relationships.
Skilled in CRM tools, investor databases, pitch deck development, and due diligence coordination
Experience with private equity, venture capital, and early-stage fundraising
Passionate about connecting capital to innovation and scaling mission-driven ventures.
Specialize in resolving complex ERC cases—often involving long delays or disputes—and have facilitated
over $225 million in tax credit recoveries across federal and state programs.

Process and review loan applications for accuracy and completeness.
Verify borrower information and financial/supporting documents.
Follow up on missing documents to reduce processing delays.
Maintain accurate loan records and perform data entry in CRM/loan systems.
Coordinate with borrowers and loan officers to ensure timely loan processing and approval.