Dmitriy Perelstein Email & Phone Number

Duluth, Mn, Us

Superior, Wisconsin, United States

• Prepare all financial budgets and forecasts, present results to the senior leadership team• Create tools to track effectiveness of sales and marketing programs. Help eliminate marketing inefficiencies to optimize marketing funnel in accordance with the industry standards• Work closely with the traditional and digital marketing teams to optimize strategies proposed to and approved by the senior leadership• Recommend and implement a number of tools enhancing business intelligence analytics, such as market segmentation breakdown, CAC, LTV, wallet share, customer churn and retention• Conduct strategic Deep Dives with the purpose of funding strategically-viable solutions and eliminating inefficiencies • Work with business analysts to create and rollout dashboarding that provides business performance metrics to the senior leadership

New York

• Direct company effort in all aspects of corporate finance, including budgeting, forecasting, modeling, analysis and billing activities for the two IDG business units: Technet and CSMB• Prepare financial, strategic and operational reporting for the executive team, pertaining to company performance, business plans and strategic opportunities• Manage all planning and forecasting activities including annual budget and headcount planning• Oversee the company P&L, revenue recognition, day-to-day expenses, and payables• Develop financial controls and ensure that all financial records are accurate, timely, and well-presented• Create models to help gain insight and provide strategic input into how various business decisions impact financial health of the company• Create and publish monthly financial reports that summarize key business opportunities, challenges and trends for review by company leaders• Work closely with Head of Sales to develop best compensation and incentive practices to ensure meeting or exceeding company sales goals• Manage team of six

• Optimize portfolios and initiate equity and currency trades based on guidance from the research teams, model portfolio targets, and account management guidelines• Day-to-day monitoring of equity, currency, stock index futures and cash positions in the accounts• Participate in the guidelines negotiating process, address client requests, and manage client cashflows• Analyze accounts performance, conduct attribution analysis• Daily monitor accounts for compliance with liquidity, geographic, sector and client-specific constraints• Portfolio construction of more than 250 growth accounts with a total net worth of approximately $45 billion • Responsible for managing trade building workflow among the APMs in the team

• Evaluate TANAKA Growth Fund (Ticker Symbol: TGFRX) performance; provide performance results to the clients, consultants, brokers etc.• Evaluate fund’s financials, create monthly budget, reconcile month-end statements• Prepare and conduct board of directors meetings, report on the fund’s financial conditions• Implement Sarbanes-Oxley Act: certification of financial reports; disclosure controls and procedures; anti-money laundering, code of ethics supervision• Create, implement and update the Fund Compliance Manual• Keep permanent contact with the auditors, custodians, legal council • Create and maintain quarterly models analyzing financial statements of companies in the portfolio• Assist portfolio manager in stock screening and selection process using quantitative and qualitative analysis of companies’ performance and business conditions• Meet companies’ management, attend investment conferences, actively participate in earnings conference calls

• Supported consultants who advised institutional pension plans, defined contribution plans, and endowments as to their investment structure• Evaluated performance of institutional portfolios and mutual funds by analyzing asset allocation, investment manager style, sector and security selection• Created investment manager and mutual fund search reports; recommended investment managers and mutual funds to clients• Created asset allocation reports utilizing Ibbotson Optimizer software. Created an efficient frontier based on asset class risk, return, and correlation assumptions. Selected various asset mixes based on the efficient frontier• Composed investment policies, which outlined the objectives of the portfolio, performance benchmarks, and investment manager constraints• Reviewed defined contribution plan structure. Evaluated plan coverage along the risk/return spectrum. Recommended whether or not to retain current mutual fund options

Mba

Bs, Finance

Hotel And Tourism Management