Alexandra is a principal with Baker Tilly’s client account services practice. With more than 15 years of accounting expertise, her primary disciplines include controller and review services, payroll and related tax reporting, development of accounting policies and procedures, project management, budgeting and forecasting and data analysis. Her primary industry focus includes information technology, healthcare, retail operations, investment fund and professional services.
- Worked with several investment funds in the Dallas area ranging from real estate funds, private lending funds and private investment firms that invest in various middle market companies
- Investment funds
• Experience with multi-entity fund structures
• Responsible for ensuring that the equity reconciling multi-entity intercompany transactions
- Experience accounting for portfolio investments such as stocks, bonds and publicly traded partnerships
