Daniel Jorge, Cpa, Mba

Daniel Jorge, Cpa, Mba Email and Phone Number

Transaction Advisory @ Withum | CPA, MBA in Accounting @ Withum
Daniel Jorge, Cpa, Mba's Location
New York, New York, United States, United States
Daniel Jorge, Cpa, Mba's Contact Details

Daniel Jorge, Cpa, Mba personal email

Daniel Jorge, Cpa, Mba phone numbers

About Daniel Jorge, Cpa, Mba

I have always been fascinated with the world of finance. Whether predicting the movement of stock prices while in high school or valuing more esoteric assets such as a music catalog in my prior role consulting with clients in the entertainment industry, the subject matter just makes me tick.Over the past several years, I had the privilege of working at some great companies. Spending time at Merrill Lynch allowed me to gain valuable insights about the world of wealth management enhancing my market research skills. At Commit Media, I was initially hired by the founder as a financial analyst, and over the course of my time there I developed my finance and analytical skills to the point where I was responsible for all finance-related activities. As a licensed CPA I enjoyed working as an auditor at CohnReznick and I have learned a great deal about audit clients in a range of industries, more specifically Health Care and Financial Services. Over the last five years I've excelled in transaction advisory services, collaborating with some great companies to uncover hidden financial value through the financial due diligence process. Currently, I am a member of the Kroll transactions and advisory team in NYC servicing clients domestically and abroad.I am also a black belt in Jiu-Jitsu and enjoy coaching and teaching others so you may find me teaching Jiu-Jitsu classes at a Gym nearby.

Daniel Jorge, Cpa, Mba's Current Company Details
Withum

Withum

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Transaction Advisory @ Withum | CPA, MBA in Accounting
Daniel Jorge, Cpa, Mba Work Experience Details
  • Withum
    Manager, Transaction Advisory
    Withum Nov 2024 - Present
    Princeton, Nj, Us
  • Kroll
    Vice President | Transaction Advisory Services
    Kroll Sep 2021 - Nov 2024
    New York, Ny, Us
    Duff & Phelps rebranded as Kroll
  • Pkf Advisory
    Supervisor | M&A Transaction Services
    Pkf Advisory Jul 2020 - Sep 2021
  • Grant Thornton Llp
    Senior Associate | Transaction Advisory Services
    Grant Thornton Llp Aug 2018 - Jul 2020
    Chicago, Il, Us
    As a member of the Transaction Advisory services group I have experience in providing M&A advisory services to middle-market-focused clients in a variety of industries. My experience includes both acquisitions and divestitures projects with a majority of these projects residing within the Healthcare sector. I enjoy providing professional advice to strategic and financial buyers throughout the deal process and performing analysis of historical and prospective financial information. I like assessing financial and operational valuation drivers, and assisting in the identification of potential operational efficiency improvements post-transaction. Above all, I love what I do because every deal is like solving a new puzzle that unveils a different story every time it is pieced together.
  • Cohnreznick Llp
    Audit Senior
    Cohnreznick Llp May 2018 - Aug 2018
    New York, New York, Us
  • Cohnreznick Llp
    Audit Associate
    Cohnreznick Llp May 2015 - May 2018
    New York, New York, Us
  • Entertain Impact
    Director Of Finance
    Entertain Impact Jun 2006 - Jun 2014
    New York, New York, Us
    Since joining Commit in 2007, a boutique consulting firm, I have worked on various positions including office manager and Director of Finance. My main responsibilities there included managing the organization’s day to day operations and Commit’s music division, eye2ear. During my tenure at Commit I have gained valuable finance and consulting experience working with clients in a wide range of industries including non-profits & foundations, entertainment , private equity buyout and law firms. My attained skills during my years at Commit can be transferred to any business setting or environment. My contribution with the company includes helping create multi-million dollar assets for film clients and helping legal clients save millions in litigations costs by using financial modeling to support expert witness testimony.
  • Merrill Lynch
    Financial Consultant Intern
    Merrill Lynch Jan 2006 - Jun 2006
    New York, Ny, Us
  • First Investors
    Investment Sales Intern
    First Investors 2005 - 2005
    New York, Ny, Us

Daniel Jorge, Cpa, Mba Skills

Management Financial Modeling Microsoft Excel Microsoft Office Financial Analysis Quickbooks Business Planning Customer Service Forecasting Bloomberg Terminal Office Management Salesforce.com Hlookups Translation Google Docs Sports Coaching Accounting Language Translation

Daniel Jorge, Cpa, Mba Education Details

  • Baruch College
    Baruch College
    Accounting
  • Baruch College
    Baruch College
    Finance And Investments

Frequently Asked Questions about Daniel Jorge, Cpa, Mba

What company does Daniel Jorge, Cpa, Mba work for?

Daniel Jorge, Cpa, Mba works for Withum

What is Daniel Jorge, Cpa, Mba's role at the current company?

Daniel Jorge, Cpa, Mba's current role is Transaction Advisory @ Withum | CPA, MBA in Accounting.

What is Daniel Jorge, Cpa, Mba's email address?

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What is Daniel Jorge, Cpa, Mba's direct phone number?

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What schools did Daniel Jorge, Cpa, Mba attend?

Daniel Jorge, Cpa, Mba attended Baruch College, Baruch College.

What are some of Daniel Jorge, Cpa, Mba's interests?

Daniel Jorge, Cpa, Mba has interest in Playing Soccer, Investing, Snowboarding, Jiu Jitsu Coaching And Competing, Fishing.

What skills is Daniel Jorge, Cpa, Mba known for?

Daniel Jorge, Cpa, Mba has skills like Management, Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Quickbooks, Business Planning, Customer Service, Forecasting, Bloomberg Terminal, Office Management, Salesforce.com.

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