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

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.