Jason Buerkle Email and Phone Number
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Jason Buerkle, CPA, is Chief Financial Officer & Treasurer of the NYC-based RF|Binder Partners, Inc. Jason is responsible for managing RF|Binder global financial operations. Jason oversees financial strategy, planning, budgeting, auditing, treasury, legal functions and financial systems, as well as contributes to business planning. Jason oversees human resources, company insurance, contracts and agreements, corporate level negotiations including real estate and major supplier and client contracts.Prides himself as an entrepreneurial executive with an outstanding record of identifying growth opportunities while also instilling strategic financial discipline. Extensive experience in building teams, embodying vision and unifying strategy. Skilled at defining problems, discovering solutions and championing progress. Exceptional leadership, analytical and communication skills. Prior to joining RF|Binder, he held positions with Cross Media Marketing, a publicly traded online & traditional direct marketing company, first performing due diligence on potential acquisitions and later responsible for the financial operations of the Print Division as Controller. At Grant Thornton, he served clients seeking to acquire other companies with Due Diligence and M&A services, and at Deloitte & Touche, he served financial, consumer, and telecom clients in an audit advisory role. He holds an MBA from Fordham Business School with a dual concentration in Finance and Media & Communications and received his Bachelor of Science in Accounting from St. John's University and is a Certified Public Accountant. He is a member of the New York Society of CPA’s and he serves as a Director on the Fordham Business School Alumni Association.Specialties: Competitive Analysis, Mergers and Acquisition, Due Diligence, SEC Financial Reporting, Contract Negotiation, Collections, Business Law.
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Chief Financial OfficerRf|Binder Partners, Inc. 2003 - PresentNew York, New York, UsReporting to the Chief Executive Officer. Responsibilities include: FP&A, Accounting, Treasury Management, Human Resources, Corporate Insurance Legal, and facilities.• Develop weekly management reports for CEO advising of company’s financial condition; establish major economic/financial objectives and policies for the agency and profitability of internal practice areas.• Review financial data to analyze revenue trends and expenses to forecast and update annual projections, and communicate this monthly in management reports to CEO and Board of Directors.• Measure Fee/Salary ratios by Practice Area and realization by client coordinating with senior management to ensure maximum productivity by practice and overall agency profitability.• Supervise all aspects of the accounting cycle including month end close, payroll, accounts payable, accruals, receivables management, fixed assets, and present annual financial statement report to the BOD.• Build and maintain company projections/forecast for current and subsequent financial year.• Performed due diligence procedures on target companies and ensure the successful integration into the agency.• Manage the daily treasury activities including collection efforts, cash management, determination of vendor payments, and the calculation of bank loan covenants & borrowing base certificates for LOC.• Negotiate annual credit facility, maintaining close personal relationships with bank for ongoing credit requirements.• Coordinate all corporate insurance, contracts, agreements,and major supplier and clients contracts.• Negotiate leases on all office locations in New York, Boston, Washington DC and managed respective construction of leasehold improvements.• Supervise human resource function, including budgetary hiring’s, salary increase analysis and approval, employee terminations, ACA compliance with health plan providers, changes to maternity leave policy, and 401(k) administration. -
Chief Financial OfficerRuder Finn Group Aug 2011 - Feb 2014New York, Ny, Us -
Chief Financial OfficerRuder Finn Group Aug 2011 - Feb 2014New York, Ny, Us -
Controller- Print DivisionCross Media Marketing 2002 - 2003Reporting to the Chief Financial Officer. Responsibilities include: accounting and finance, management reporting, budgeting, legal, investor relations, SEC reporting, human resources etc. Managed all commercial banking, commercial insurance, leasing relationships, legal and accounting relationships. Key Accomplishments: Migrated cash based accounting system to accrual based accounting system (GAAP), including implementation of JD Edwards accounting system. Implemented monthly management reporting, bi-monthly forecasting and annual budgeting processes. Reduced monthly closing process to 4 business days. Generated information and documentation for a private placement memorandum document. Offering generated $11.0 million. Led the purchase of competitor’s assets, Lifeminders, Inc. for $48.5 million.
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Director Of Financial OperationsCross Media Marketing 2001 - 2002Director of Financial Operations April 2001 – September 20002 Advisor to CEO, CFO and senior management team of public company grown from $60M to $130M in 2 years Worked on Acquisition team responsible for: Development of pro-forma financial models for potential acquisitions. Performance of the financial due diligence of Lifeminders Inc., National Syndications Inc., Preferred Consumer Marketing Inc., and JWE Enterprises. Integrated target finance functions into parent (reporting, systems, insurance & personnel). Transitioned treasury function to a larger line of credit with Fleet, handling all bank related due diligence. Responsible for monthly cash management forecasting model for total company receipts and expenditures. Managed investor relations for private placements, stock sales and warrant exercises. Coordinated the filing of SEC Forms 10-K, 10-Q, Proxy Statements, S-4, S-3, 8-K and S-8.
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Senior M&A ConsultantGrant Thornton 1999 - 2001Chicago, Il, UsSenior Consultant November 1999 - April 2001Corporate Finance (Transaction Services Group) Analyzed the historical and projected operating results of mid-tier pubic and private companies. Provided valuations of the company’s assets and liabilities and assessed financial projections. Identified contingent liabilities, purchase price adjustments, and possible deal breakers. Managed due diligence team, and provided instruction and guidance for new members of group. Prepared extensive commentary in report of key findings to acquiring management. -
Senior AuditorDeloitte & Touche 1996 - 1999Worldwide, OoSenior Accountant August, 1995 - October 1999 Mergers and Acquisitions: Special Acquisition Services. SAS is a specialized group in M&A which concentrates solely on Kohlberg, Kravis and Roberts leveraged takeovers. Served a six-month rotation in SAS Group dealing with acquisitions & debt restructuring. Analyzed prospective companies operations (Due Diligence), identified areas of improvement, prepared financial models, designed new capital structure, presented recommendations to KKR, and assisted in the proposed leveraged buyout transaction.Auditing: Kohlberg Kravis & Roberts, Cendant Corporation, Centennial Cellular Corp., Teleport Communications Group, Toshiba Inc., Automatic Data Processing, Topps Baseball Cards. Planned, administered and conducted financial audits for financial service companies, retailers and service industries, including multi-level consolidations. Trained and supervised audit teams of 2-4 persons.
Jason Buerkle Skills
Jason Buerkle Education Details
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Fordham Gabelli School Of BusinessFinance And Media & Communications -
St. John'S UniversityAccounting
Frequently Asked Questions about Jason Buerkle
What company does Jason Buerkle work for?
Jason Buerkle works for Rf|binder Partners, Inc.
What is Jason Buerkle's role at the current company?
Jason Buerkle's current role is Chief Financial Officer at RF|Binder Partners, Inc..
What is Jason Buerkle's email address?
Jason Buerkle's email address is ja****@****der.com
What is Jason Buerkle's direct phone number?
Jason Buerkle's direct phone number is (212)-994*****
What schools did Jason Buerkle attend?
Jason Buerkle attended Fordham Gabelli School Of Business, St. John's University.
What skills is Jason Buerkle known for?
Jason Buerkle has skills like Financial Modeling, Mergers And Acquisitions, Finance, Due Diligence, Strategy, Corporate Finance, Accounting, Management, Investor Relations, Analysis, Leadership, Financial Analysis.
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