Languages

Hebrew
10
hours

Avg Response Time

30
years

Years of Experience

2/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Highgate Advisors Accounting
Principal
03/2017 - Present
The Principal of advisory firm providing interim CFO services. Representative responsibilities include;
- Understand the revenue recognition issues, come up with assumptions to create a financial model for the investment bankers.
- Review current business platforms and work on implementing a new strategy.
- Developed tracking system for daily cash and treasury transactions.
- Maintained real estate debt compliance, rental invoicing and collections.

Yellowstone Capital LLC (a Fundry brand) Accounting
CFO
04/2015 - 03/2017
- Successfully helped the company through initial and subsequent audits which the company was not able to complete previously
- A key member of the management team that recapitalized the company's existing credit facility and secured a lower cost of capital
- Lead all financial due diligence of debt and equity process

Peterson Management/Peter G. Peterson Foundation Accounting
CFO/Treasurer
08/2012 - 04/2015
- Administered the finance and operations for two internal private equity funds.
- Implemented a process for investments allowing the company to negotiate more favorable terms via side letters
- Oversaw all operations, investment performance, financial and tax reporting activities related to 60 plus active entities
- Uncovered and implemented controls over cash to ensuring proper bank recs were done

Brookfield Asset Management Accounting
CFO, Global Real Estate Funds
11/2009 - 07/2012
- Directly involved in the launch, review, and negotiations of fund terms and agreements for new funds and managed accounts
- Maintained and managed all finance and operations of funds, investor relations, IRR calculations, waterfall calculations, capital call and distribution notices, fund compliance, quarterly investor reporting, and review of valuations prepared by asset management team
- Coordinated with internal and external legal and tax personnel on the structuring of funds

Jacobson Family Investments Accounting
VP, Controller
02/2006 - 11/2009
- Responsible for proprietary public equity trading fund, daily performance, pricing and reconciliation to the prime broker
- Oversaw accounting and operation of third-party capital managed account platform including investment performance
- Implemented new portfolio and CRM systems to manage investment and reporting for family assets and third-party capital allowing the company to save costs by severing the need for an administrator and provide liquidity terms for planning purposes

BKF Capital Group Inc. (aka John Levin & Co.) Accounting
Corporate Controller
06/2001 - 01/2006
- Implemented accounting system and built customized billing system for managed accounts in the long-only business which improved the speed and accuracy of billing clients and was fully integrated into the accounting system
- Prepared quarterly and annual financial statements, earnings per share calculations, and help craft the Management Discussion and Analysis for the Company’s 10-Q & 10-K
-Provided senior management with financial projections, budgeting & expense analytics

Various Roles Accounting
Assistant Controller & Director of Finance
10/1998 - 06/2001
Various roles at startups

PricewaterhouseCoopers (PwC) Accounting
Senior Accountant
08/1994 - 10/1998
Auditor with diverse industry experience