Brian Merson Email & Phone Number

New York, NY, US

Chicago, Illinois, United States

Collaborated with engagement teams to execute audits for government and nonprofit clients, contributing to the formulation of audit opinions. Prepared work papers used by partners during the planning and testing phases of an audit. Conducted thorough testing of cash balances, accounts payable, grants, and liabilities utilizing substantive testing.

New York City Metropolitan Area

Researched the flavors and fragrances industries, delivering a summary report with specific stock recommendations to the team’s portfolio manager. Performed due diligence on private market opportunities and liquid investment strategies for client portfolio consideration and implementation. Designed a Wealth Management team storyboard, presenting.

Tel Aviv District, Israel

Supported a team preparing tax returns for private equity, venture capital, and hedge funds on site within a foreign office.Contributed to tax project work benefiting the global firm, including work papers and schedules. Created Excel spreadsheets to organize cash flows in preparation of K-1’s and 1065s. Augmented forms to allocate capital gains to.

New Orleans, Louisiana, United States

Selected by professors to develop an equity research report for a university-sponsored securities analysis program. Reviewed public filings, built cash flow and earnings projection models, and conducted C-suite interviews for EastGroup Properties, culminating in the publication of EastGroup, the Sunbelt’s Safe Bet.

Secaucus, New Jersey, United States

Assisted senior accountant with administrative tasks within the financial department. Tracked accounts receivables and accounts payable to update financial statements. Analyzed assets, liabilities and equities, maintaining the company’s balance sheet.

Secaucus, NJ

Facilitated inter-company communication to confirm accuracy of print production proofs and escalated concerns as appropriate to the production manager. Managed filing systems for invoices, workflow processes and billing.Reviewed authors’ copyrighted works prior to distribution.

Joint Bachelor Of Science In Management, Master Of Accounting, Finance, General, 3.45/4.0

Activities and Societies: Darwin Fenner Student Managed Fund 2023 Participated in this student managed fund with more than 5.8 million.

Accounting And Finance

Activities and Societies: Tamid and Investment Club

High School Diploma