Senior Product Manager
Management Companies
- Launched an annually priced, bundled offering that earned $100k and achieved 45% adoption in year one
- Partnered with a BaaS provider to offer... more in-product banking and debit card services that held $800k in deposits
- Specified requirements for infrastructure that (1) assisted in generating and delivering financial statements, and (2) consumed financial statements and outputted values for multi-member LLC tax form 1065
ERA Compliance
- Prioritized projects to assist reporting 15k funds on AngelList’s Form ADV and filing 200 customers’ ADVs
- Streamlined data sharing and correction for 500 customers by (1) surfacing Form ADV data in customer dashboards rather than google sheets and (2) handling corrections via an in-product form rather than email
Tax
- Collaborated with tax and engineering teams on a roadmap to assist filing 6500 Form 1065s and 300k K-1s
- Worked with tax team to curate project specifications for automating manual work in order to achieve scale
- Coordinated stakeholder input on email comms for notifying customers on the status of their tax documents
- Launched an annually priced, bundled offering that earned $100k and achieved 45% adoption in year one
- Partnered with a BaaS provider to offer... more in-product banking and debit card services that held $800k in deposits
- Specified requirements for infrastructure that (1) assisted in generating and delivering financial statements, and (2) consumed financial statements and outputted values for multi-member LLC tax form 1065
ERA Compliance
- Prioritized projects to assist reporting 15k funds on AngelList’s Form ADV and filing 200 customers’ ADVs
- Streamlined data sharing and correction for 500 customers by (1) surfacing Form ADV data in customer dashboards rather than google sheets and (2) handling corrections via an in-product form rather than email
Tax
- Collaborated with tax and engineering teams on a roadmap to assist filing 6500 Form 1065s and 300k K-1s
- Worked with tax team to curate project specifications for automating manual work in order to achieve scale
- Coordinated stakeholder input on email comms for notifying customers on the status of their tax documents