Ari Kaplan work email
- Valid
- Valid
Ari Kaplan personal email
Ari Kaplan is a Financial Analyst at Doctor’s Health GroupCFA Level II Candidate at Doctor's Health Group.
Doctor'S Health Group
-
Financial AnalystDoctor'S Health Group Jul 2024 - PresentPompano 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.
-
Finance And Accounting AnalystSun Africa Oct 2022 - Jun 2024Miami, 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. -
Portfolio AnalystVersant Funding, Llc Jun 2022 - Sep 2022United 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. -
Financial RepresentativeNorthwestern Mutual Mar 2021 - Oct 2021Miami-Fort Lauderdale AreaAs 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.
Ari Kaplan Education Details
-
College Of Business
Frequently Asked Questions about Ari Kaplan
What company does Ari Kaplan work for?
Ari Kaplan works for Doctor's Health Group
What is Ari Kaplan's role at the current company?
Ari Kaplan's current role is Financial Analyst at Doctor’s Health GroupCFA Level II Candidate.
What is Ari Kaplan's email address?
Ari Kaplan's email address is ak****@****ual.com
What schools did Ari Kaplan attend?
Ari Kaplan attended Florida State University, Florida State University, Florida State University.
Not the Ari Kaplan you were looking for?
-
Ari Kaplan
Minneapolis, Mn3techie.com, merrillcorp.com, datasite.com -
Ari Kaplan
Tulsa, Ok5inhance.com, techspace.com, yahoo.com, att.net, villanova.edu3 +194924XXXXX
-
Ari Kaplan
Greater Chicago Area6datarobot.com, datarobot.com, hotmail.com, iriworldwide.com, scoutables.com, databricks.com3 +131262XXXXX
-
Ari Kaplan
Los Angeles Metropolitan Area2gmail.com, arikaplancoaching.com -
4yahoo.com, morganstanley.com, gmail.com, jumptrading.com2 +191425XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial