Ari Kaplan Email & Phone Number

Pompano Beach, Florida, United States

● Managed accounting for multiple entities using QuickBooks, ensuring accurate financial tracking and reporting. ● Consolidated monthly balance sheets and profit and loss reports to provide a comprehensive financial overview.● Prepared financial models to generate accurate and comprehensive reports for management and stakeholders, facilitating clear communication of complex financial information. ● Monitored and analyzed actual costs against budgeted costs, identifying and investigating monthly variances to ensure cost control and efficiency.● Used financial modeling to conduct scenario and sensitivity analyses using models to assess the impact of various business decisions and market changes on the company’s financial performance.

Miami, Florida, United States

● Managed domestic and international payroll operations, ensuring accurate and timely processing.● Updated and established the company's new structure for invoice filing and tracking.● Worked with CFO on the development of annual office budgets for all company locations.● Prepared monthly budget variance analysis reports for CFO and board presentations.● Developed burn rate calculations for company funds using Excel, enhancing financial forecasting accuracy.● Handled vendor invoice payments and generated company invoices, maintaining financial records.● Produced expense forecasting reports to support strategic decision-making and financial planning.

United States

-Directly managed multi-million-dollarinvestment portfolio consisting of accountreceivables. Focusing on minimizing risk andincreasing our funding opportunities throughcreative strategies.-Conversed daily with CFO of clientsregarding future funding's, Account payable departments forclient debtors, and working alongside theDirector of Operations for Versant Funding LLC.-Maintained all general accounting in QuickBooks.(Recording deposits, writing checks, preparinginvoices, booking general entries, and bookingfunding collateral)-Used Excel to perform V-LOOKUP's and pivottables in order to track AR and acquire thepayment status.-Accounted for ACH/wires and applyingthem to the correct invoices. Paying vendors ontime and to the correct location. Sending wiresto our clients and making use ABA and bankinginformation is accurate.-Uploaded files of invoices into our SQLsoftware, in order to properly track and fundaccurately.

Miami-Fort Lauderdale Area

As a Financial Representative Intern I provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, education funding, and employee benefits. I strive to understand my clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success.Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Education record

Undergraduate, College Of Business

Education record

College of Business - Finance Undergraduate at Florida State University