Charles Kopera Email & Phone Number

Greater New York City Area

Executive Recruiter servicing the Greater New York City area with a specialization in Accounting and Finance, our firm focuses on experienced hires from 2 years of total experience to CFO and executive level positions.Specialties: Valuation, M&A, Risk, Accounting ( General Ledger, SEC, GAAP/STAT ) Audit, Financial Analysis & Budgeting/Forecasting).

• Responsible for ticket sales, corporate sales, donor relationships and operations, including managing vendor relationships, IT department, and volunteer resources for Alabama’s largest musical theatre company
• Identified and implemented cost saving initiatives which reduced administrative budget
• Developed operations tools using Excel to track historical ticket sales and to forecast show attendance and revenue

• Intern at a leading advisory firm for investments and endowments and private wealth in the United States
• Assisted in projecting performance of investment managers for endowments and high-net worth individuals
• Assisted with the preparation of a report for University of Alabama Health’s six billion dollar endowment
• Prepared background research on investment managers across all asset classes including, foreign and domesticstocks, bonds and cash
• Offered to join firm full time after graduation

History & Business

Education record