Beverly has worked in finance from all different angles—from audit and tax, to fund administration, to in-house back office work. As a key member of the finance team, her work covers the big picture down to managing nitty gritty details.
Highlights
Rothstein Kass
Beverly jumped into public accounting straight out of college. Her work at Rothstein Kass focused on audits and taxes for alternative investment firms. Over seven years, her niche became auditing hedge funds, with a sprinkling of venture capital and private equity.
Aduro Advisors
Beverly started out at Aduro Advisors as consulting controller for VC firms. Later, Aduro transitioned into a premier Fund administration, where Beverly progressed and became a Senior Technical Director, leading a 16-person team that oversaw ~40+ clients, 200+ funds/SPVs, and 300+ entities. This is where she learned the ins and outs of the fund administration business, as well as the specific needs of VC firms.
Fractional CFO
With all of her previous years of alternative investment experience, Beverly then ventured out to rejoin the consulting world where she saw a large gap in services. Fund administration alone was no longer able to fulfill the growing needs of VC firms, and there weren’t enough fractional CFOs in the industry to meet those needs. Beverly found her new calling.
Beverly is an Enneagram type 1 wing 9, so finding creative ways to solve complex problems effectively and efficiently is the name of her game.
Superpowers
Problem solving
Beverly shines at identifying gaps and finding out of the box solutions that work within required parameters.
Attention to detail
In the finance world, attention to detail is a must. With many years of experience, one will know where to focus to be efficient yet effective.
Technical Accounting
With the constant updates and changes to accounting pronouncements, Beverly’s background makes her able to interpret technical details and ensure TheGP remains compliant and on top of all things accounting.
See Also
