Jay Friedland Email & Phone Number

Boston, MA, US

Greater Boston Area

• Selected as presenter during Geek Bowl XII (Boston, Massachusetts, February 2018) in front of estimated crowd of 1000+ representing 23 states and Canada
• Conducted and managed weekly trivia events in high-energy environments
• Delivered material in an entertaining and informative manner for participants and patrons
• 500+ Events hosted as of Dec 2023Current: Elm Street Taproom (Somerville, MA)Former: Conor Larkin’s Grill & Tap (Boston, MA), Harry’s Bar & Grill (Brighton, MA), White Horse Tavern (Allston, MA), Rosebud Kitchen.

Boston, Massachusetts, United States

• Prepared billings for Development and Construction properties
• Reconciled and Analyzed Profit & Loss figures between multiple accounting softwares
• Processed bank transfers between various entity accounts
• Assisted with ad-hoc Asset Management requests as relates to Excel modeling and formula efficiency
• Acted as primary contact for Microsoft Excel related inquiries and functions (PivotTables, Vlookup, Index-Match, Concatenate, IF conditional formulas)

Boston, Massachusetts, United States

• Processed daily vendor invoices in Quickbooks for commercial print & digital advertising; created new Excel-driven reconciliation templates for regularly verifying data integrity and implemented streamlined processes.
• Spearheaded the departmental paperless-transition initiative: fully-utilizing cloud storage capabilities, vendor web-portals, password-permission security protocol, digital records retention including audit-trail.
• Provided direct ad-hoc project assistance to the CFO with primary focus in improving process-efficiencies

Greater Boston Area

• Prepared routine journal entries for Liability Management team; including but not limited to treatment of loans, foreign exchange, and interest-rate derivatives.
• Compiled reconciliation files for month-end balances containing data schedules and support documentation
• Prepared reports to be sent to federal and regulatory authorities (SEC, Cayman Islands Monetary Authority) in collaboration with colleagues
• Collaborated with Internal Audit team to address requests in accordance with Sarbanes-Oxley requirements
• Maintained correspondence with external auditing firms
• Reviewed and managed tasks, standard operating procedures and training of offshore team located in Chennai, India

Business Unit Accounting

Greater Boston Area

• Reconciled Common Area Maintenance (CAM) expenses for commercial properties
• Prepared residential tenant information for mail merge
• Prepared preliminary budget for upcoming fiscal year for commercial and residential properties

Boston, Massachusetts

IPS Fund Services (IPS) provides outsourced fund administration and accounting services to small and mid-sized private equity, venture capital, and hedge funds.As an independent firm comprised exclusively of experienced CPAs, we take a hands-on approach in delivering practical and cost-effective back-office solutions that help clients operate.

Boston, Massachusetts

Wakefield, Massachusetts

• Engage in audit planning and procedures for audits of nonpublic manufacturing, agency, and non-profit companies.
• Prepare tax returns for C-corporations, S-corporations, limited liability companies, partnerships, trusts, and individuals
• Compile financial statements for nonpublic companies
• Complete various accounting-related tasks in the areas of tax projections, forensic accounting, due diligence, and research
• Continue public education in the accounting industry

Wellesley, MA

Sort and deliver incoming mail for administration, faculty, & studentsProcess outgoing mail (up to $1,200 per day)Investigate discrepancies between mailroom and consumer records

Tabulated cash transactions, organized inventory, and interacted with customers

Managed beverage station during concert events at a 7,500-person capacity outdoor amphitheater while emphasizing exceptional customer service

Babson Park, MA

• (Student-Run Business)
• Managed the peer review software (Blue 360)
• Conducted company performance reviews
• Mediated the organization’s internal conflicts

Bachelor Of Science, Business Administration; Accounting

Activities and Societies: - Cum Laude, May 2013 - Concentration: Accounting- Cum Laude, May 2013 - Concentration: Accounting

Masters Of Science, Accounting

- Graduated August 2013 - Studied Abroad (Takoradi, Ghana. Jan 2013) - Taught a one-week entrepreneurship curriculum to high school.

Full-Year Study Abroad Program, Accounting & Finance