David Rochkind Email & Phone Number

Culver City, Ca, Us

Culver City, Ca, Us

Direct all operations of a family office with assets exceeding $4B including investment management, corporate governance, finance, legal and accounting matters Lead the acquisition, financing, refinancing, disposal, and 1031 exchanges for numerous retail, industrial, commercial and multi-family projects including the creation of partnerships and LLC's.Direct the operations of two $200M private foundationsOwner's Representative for the wholly-owned property management company with over 500 employeesActively manage liquid assets via various active and passive cash management, public/private equity, fixed income, and alternative/opportunistic vehiclesConduct due diligence and oversee all outside investment advisors and underlying strategiesMentor two generations of family members on investing, finance, accounting, tax, multi-generational wealth planning, and real estate Provide tax, trust and estate planning including the creation of trusts (intentionally defective grantor trusts, revocable trusts and DE dynasty trusts) as well as family limited partnerships Provide concierge services such as the acquisition and disposal of personal residences and automobilesWork closely with outside CPA's and legal counsel on a variety of lending, real estate, tax, estate, and litigation mattersManage and mentor eight employees – one controller, three senior accountants, three administrative and one real estate analyst.

Westlake Village, Ca, Us

Managed the accounting for a Fortune 500 public homebuilder’s $100M corporate office including treasury, human relations, executive compensation, payroll, legal, fixed assets and risk management departmentsManaged, maintained and analyzed all corporate general ledger accounts on a monthly basis and performed quarterly variance analysis for the corporate office and consolidated GAAP financial statements Developed and updated cost allocation methodology for the corporate office expenditures to the company divisionsResearched new SEC and FASB accounting pronouncements, presented findings to senior management and disseminated results to region and division officesSupervised, trained and evaluated four accounting professionalsManaged the preparation and analysis of quarterly analytical schedules and reports used by the CEO, CFO, COO and CAOManaged the forecasting and budgeting process for the homebuilding and mortgage divisions and prepared annual budget and quarterly forecasts for the corporate office Created electronic weekly/monthly unit reporting process that reduced preparation time and allowed senior management to analyze in a more timely mannerLed cross-departmental team to improve operational effectiveness and accuracy in the benefits administration department Prepared Form 11-K, Form 5500 and non-qualified deferred compensation plan financial statements, filed the reports with the proper regulatory body and managed the related audits without any adjustments Prepared the proxy statement calculations and filed the proxy with the SECWorked with internal and external financial auditors on a regular basisDocumented internal controls and maintained compliance with Sarbanes-OxleyPrepared and filed the various Department of Labor census reports for the entire companyManaged the 1099 filing process for the entire companyCreated system/procedural controls and created multiple system generated reports that reduced 1099 errors

Westlake Village, Ca, Us

Prepared the company’s external financial reports, including the company’s Form 10-Q, Form 10-K and Form 8-K SEC filings, earnings releases and investor reportsPrepared the consolidated income statements, balance sheets, statement of cash flows, statement of stockholders’ equity, related footnotes and MD&A Prepared and distributed internal financial reporting documents, including non-quarterly financial statements and analysis Analyzed the impact of various accounting pronouncements on the company's consolidated financial statements

Gb

Supervised the financial audits of publicly traded oil & gas clients as well as private universities.

Bachelors Of Arts, Business Economics

Political Science And Government