Jason Goldstein Email & Phone Number

New York, New York, United States

• Calculate and analyze quarterly revenue data to issue Grant Awards for 5,000+ partners• Consolidate holding balances used in contract renewal negotiations and separation agreements• Prepare financial equity reports for C-suite executives to aid them in making impactful business decisions• Create and maintain numerous trackers to monitor contractual obligations, procedures, and inquiries • Facilitate and execute informational sessions for Newmark partners, explaining the complex Equity Compensation program through individual meetings, group calls, and office visits • Collaborate with Finance, HR, Legal, and other teams to properly execute compensation accurately• Assist with opening brokerage accounts for over 1,000 partners, enabling access to their shares of stock• Traveled to other offices to present the Equity program, and met with partners individually to ensure their understanding of compensatory equity holdings

New Hyde Park, New York, United States

• Perform pricing proposals for existing merchants and prospective clients • Prepared 2020 and 2021 budgets based on historical data, which sets our goals for the department• Create reports on Key Performance Indicators (KPIs) including MoM & YoY merchant count, sales volume and Newtek revenue, expenses, and profits; which we also compare to our Plan for the year• Analyze merchant acquisitions and attrition to improve profitability and merchant retention• Provide ad hoc reporting for C-Suite executives on industry and geographic trends, partner relationship profitability, and profitability by merchant

New Hyde Park, Ny

• Perform pricing proposals for existing merchants and prospective clients • Prepared 2020 and 2021 budgets based on historical data, which sets our goals for the department• Create reports on Key Performance Indicators (KPIs) including MoM & YoY merchant count, sales volume and Newtek revenue, expenses, and profits; which we also compare to our Plan for the year• Analyze merchant acquisitions and attrition to improve profitability and merchant retention• Provide ad hoc reporting for C-Suite executives on industry and geographic trends, partner relationship profitability, and profitability by merchant• Validated new merchant portal database to ensure that revenues and expenses were calculated properly

Greater New York City Area

• Participated in a 10-week rotational program in Corporates and CMBS rating departments• Updated a credit opinion on Cinemark• Created a rating sensitivity tracker of the technology industry based on leverage, EBITDA margins, revenue growth and free cash flow growth• Prepared a market analysis of the gaming industry• Utilized real estate databases to give market context for multifamily, office, and retail properties • Analyzed the recapitalization of the Willis Tower loan and presented the cash flow analysis

Greater New York City Area

• Requested audit documentation from 50+ companies for NYS Sales and Use Tax compliance.• Verified 500+ Salesforce opportunities and reassigned them to the proper salesperson.• Updated YTD News Analysis and Subscriber KPIs using membership databases. • Conducted research on financial firms in the Americas for business development.• Utilized fluency in Spanish to identify South American business prospects.• Inventoried 500+ assets including laptops, desktops, and monitors for fixed asset ledger.• Analyzed FY16 and FY17 data to capture monthly sales by product type and salesperson.• Migrated data from SUN accounting system to Excel.