Anh is a principal with Baker Tilly’s private equity fund services (“PEFS”) practice which serves as a fund administrator for private equity funds and investment management clients. With more than 15 years of experience, her primary responsibilities are overseeing operations as well as serving as an escalation point on all fund administration matters across client relationships.
- Significant expertise in all aspects of fund administration and private equity back-office operations including fund accounting, financial reporting, capital call and distribution management, carried interest calculations, and investor relations
- Strong knowledge of U.S. GAAP for Investment Companies (FASB Topic 946) and complex waterfall models
- Experienced with master-feeder structures, parallel and coinvest vehicles, separately managed accounts, Fund of Funds, real estate investment trusts (REITs), as well as management companies and promote vehicles
- Established PEFS’ control environment which led to its SOC 1 Type 2 certification
- Previous management experience includes leading a 20-person team at a real estate fund administration firm with $8 billion in assets under administration and managing a consulting team at a private equity software firm
- Experience with FIS Private Capital Suite (Investran), FIS Digital Data Exchange, eFront, Juniper Square and QuickBooks
- American Institute of Certified Public Accountants (AICPA)
- Feed My Starving Children, volunteer
- North Texas Food Bank, volunteer