Harpreet oversees and works alongside our chief financial officer on day-to-day finance activities while effectively collaborating with the business units. Her responsibilities include preparing and completing detailed reviews of financial reporting packages on a monthly, quarterly, and yearly basis. She also prepares and delivers reporting for the board, investors, and borrowers; and reviews all transactions and provides direct supervision to junior accounting staff.


Harpreet has over nine years of accounting experience in assurance and tax, which has allowed her to be an integral part in managing the finance aspect of assets under management and the growth from $100M when she started to $140M. Growing up, Harpreet loved math, it was her strongest subject in school. Later, she started helping her father with accounting and invoicing for his business which led her to the path of pursuing a career as a CPA. Harpreet is a CPA Capstone 1 board panel and CPA tax clinic member. When she’s not working, Harpreet likes to cook and experiment with different recipes. She also likes to travel and go hiking in the mountains.