Elisa Krantz Email & Phone Number

New York, Ny, Us

Morristown, New Jersey

• Conducts monthly and quarterly accounting and reconciliation for hi-net worth client accounts.• Performs analysis and report creation, portfolio management, and all technical aspect of managing client accounts.• Researches financial planning components (including social security, income tax, insurance, and annuity analysis).• Liaisons with clients for all of their day-to-day questions and needs.

Livingston, Nj

• Manage all areas of finance for non-profit corporations and high net-worth individuals including providing payroll services for large organizations, reconciling accounts, creating journal entries, and preparing monthly financial statement for Board of Directors. • Provide strategic advice for small businesses to identify, establish, and enhance accounting policies and processes.• Process and calculate bi-weekly payroll for organization of 70 plus employees.• Act as strategic partner with external auditing firm. • Organize all necessary documentation for final review of Form 1040 tax returns.

Cedar Knolls, Nj

• Identified key areas of business improvement; implemented CRM to automate new procedures and workflows.• Completed Analysis of Clients’ Roth IRA conversions for 2015 tax year.• Performed Financial Planning Research (including Social Security, income tax and insurance annuity analysis).

Santa Barbara, California

• Organized conferences and major fundraising events; managed financials and logistics.• Board of Trustees member; oversaw all aspects of temple financials and programs

Emeryville, Ca

• Coordinated and managed all aspects of fundraising events including financials reporting and communications.• Directed event committee meetings on an ongoing basis.

New York, Ny

• Planned large-scale fundraising events for non-profit agencies; point person for all logistics and fundraising.• Responsible for all data collection and reporting.

New York, Ny And Los Angeles, Ca

• Provided services in human resources, finance, telecommunications, deregulated utilities, and healthcare.• Performed a diagnosis of marketing and finance business units to establish savings and efficiency possibilities.• Developed a centralized financial organization for fiscal and operational capital management of a deregulated utility company. • Defined and structured best practice performance targets for customer service units.• Produced position papers and functional design documents for a SAP customer relationship management system.• Created business requirements for a mass-mass-targeted, industry-competitive customer service center.• Identified and analyzed customer information system changes crucial for a major deregulated utilities companies.• Developed preliminary design of a customer care organization’s intranet for merging telecom companies.• Performed user acceptance test planning and execution for customer information systems.• Established guidelines and time frames for retail operations center for the creation of an efficient service center.

Bachelor'S Degree, Business/Economics With A Concentration On Accounting

Graduate Accounting Certificate, Accounting/Financial Reporting

Education record

Education record