Joe Hellman Email & Phone Number

Saint Paul, Mn, Us

Saint Paul, Minnesota, Us

• Manage a successful real estate and construction company• Develop overall strategy including decisions related to financing, selling, and acquiring properties• Prepare proposals, invoicing, and collections for vendors• Negotiate lease terms and screen tenants for rentals• Manage project plans and set deadlines for completion and leasing• Participate and design remodeling interior and exterior projects

Dallas, Tx, Us

Dallas, Tx, Us

Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism. Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has grown into eight markets across the country including Atlanta, Chicago, Denver, Houston, Minneapolis, New York and Washington D.C.

Chicago, Il, Us

Chicago, Il, Us

• Perform financial due diligence for private equity, consumer product, manufacturing, healthcare, and a variety of other clients on deals that range from $20 million to $2 billion in purchase price• Trusted to lead projects for key accounts of the firm• Lead meetings with clients, investment bankers, sponsors, and targets on both sell-side and buy-side transaction• Lead teams that range from two to twenty individuals across multiple service lines, locations, and experience levels• Deliver quality reports to lenders, sponsors, and clients free of errors with short deadlines• Prepare quality of earnings analysis, net working capital targets, debt and debt-like schedules, and assist clients with negotiation points and language to be used in SPAs• Identify personal expenses included within a targets financial statements• Adjust for technical accounting matters such as purchase price accounting, lease accounting, straight-line depreciation, among others• Evaluate revenue recognition of targets and work with clients to determine the ease of transition to our clients policies• Assist with clients with evaluating targets existing personnel and providing insight on estimated synergies• Evaluate the control environment and accounting policies at the target• Responsible for converting cash to accrual-based financial statements• Successfully cross-sell other services to clients and targets during the course of the diligence procedures• Negotiate fees and work through out-of-scope procedures which result in additional fees• Collaborate with valuation experts, transaction tax, and other specialty services• Responsible for managing cross-border transactions and corroborating with translation services• Responsible for preparation of proposals, statement of work, scoping procedures, and managing economics• Lead the firm in utilization of international member firms which drives efficiencies and economics

London, Gb

• Perform financial due diligence for private equity firms, special bio pharmaceutical, debt collection agencies and consumer products clients• Prepare deal basis financial statements for carve-outs• Collaborate valuation experts, transaction tax, and other specialty services

London, Gb

• Conduct audits in the banking and capital market industries• Conduct audits for compliance with Department of Labor, Department of Education and Department of Housing and Urban Development• Responsible for audits in accordance with SEC regulations including Regulation AB• Perform procedures for securitized deals, goodwill and intangibles, and the allowance for loan loss• Responsible for preparing statement of works and proposals for new business• Manage projects for resolution of SEC comment letters and OCC consent letters• Conduct gap analysis for policies, procedures, and regulations

Chicago, Illinois, Us

• Conducted audits across health care, insurance, governmental and not-for-profit industries• Was accountable for reviewing and verifying records, external financial statement auditing, compliance with policies, procedures and standards• Independently valued investments, projected revenues, and joint ventures on a variety of portfolio sizes from a few hundred thousand to a few billion dollars• Was responsible for effectively and efficiently auditing complex significant accounts• Conducted audits for compliance with the Office of Management and Budget (OMB) and various Governmental Agencies• Supervised and reviewed documentation prepared by staff members, coached individuals with less experience and identified strengths and opportunities for improvement