• Act as the Subject Matter Expert (SME) on financial instruments such as revenue recognition, consolidation, stock based compensation, preferred share issuance, debt issuance, options, forward, contingent considerations, Investment in equity and debt securities as well as other complex financial ...more

• Act as the Subject Matter Expert (SME) on financial instruments such as revenue recognition, consolidation, stock based compensation, preferred share issuance, debt issuance, options, forward, contingent considerations, Investment in equity and debt securities as well as other complex financial instruments; responsible for discussing firm views with RSM’s national office as well as with national office of other firms (including big 4 firms) when assisting consulting clients in analyzing complex financial instruments and drafting memos • Assist clients on drafting 10K, 10Q and footnotes for SEC filings for the above areas • Preparing and presentation of strategic initiatives to senior leadership which included key metrics prepared through market research • Lead and build financial instruments team of 20 to 25 people focusing on analyzing complex financial instruments to prepare technical memos (supporting clients going through IPOs, De-SPAC transactions, Mergers, Acquisitions, and other similar restructuring events) • Acting as an SME on asset management advisory projects which includes reviewing technical memos in areas of carried interest, consolidation, investment company analysis among other areas • Leading build out of Financial Services – Asset Management sector at RSM providing advisory services to client in Alternative Asset Management space such as hedge funds, private equity funds, real estate funds and crypto funds • Created a derivative and hedging solution set within RSM by training resources and partnering with National Office • Built a team in India of 5 people to support US team members on financial services projects, financial instruments, derivatives & hedging as well as stock-based compensation • Lead implementation of Current Expected Credit loss (CECL) model for various clients and trained resources at manager and supervisor level to execute on such projectsless