Trusted, pragmatic, financial executive with 20 years finance, accounting and tax experience. Well-versed in financial procedure creation, implementation and iteration. Comfortable interfacing with both internal and external users of financial information. A former college instructor and CPA with P&L management and cross-industry experience. Consistently employs an energized, “hands on,” can-do management style. Specialties: Private Equity, Budget/Sales Forecasting, Financial Modeling, Financial Statement Generation, Investor/Board Relations, Accounting System Development, Presentation Development & Delivery, Contract Review & Negotiation.
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Chief Financial OfficerPathfinder Partners 2022 - PresentSan Diego, California, Us -
Vice President Of FinancePathfinder Partners, Llc 2016 - 2021San Diego, California, Us -
ControllerPathfinder Partners, Llc 2011 - 2016San Diego, California, UsPathfinder manages various opportunity funds which own and invest in diversified portfolios of real estate assets. Pathfinder has acquired over a hundred defaulted loans, bank REO, and value-add properties with estimated invested capital exceeding $1 Billion. -
Adjunct InstructorSouthern States University 2009 - 2011San Diego, California, UsDeveloped curriculum for MBA program Capstone and Financial Accounting courses. -
CpaBarnett & Company, Inc. Certified Public Accountants 2009 - 2011Rancho Santa Margarita, Ca, Us -
Adjunct InstructorLong Beach City College 2002 - 2011Long Beach, Ca, UsTaught Accounting, Tax, and General Business courses. Topics included financial accounting, entity formation and taxation, marketing, online advertising, branding, and organization management. -
Founder & CfoLymabean 2006 - 2008Lymabean.com was a college-based social network designed to bring both the student and local business communities into the same online environment. Took Lymabean from concept creation through development planning, execution and launch. Made regular strategic plan presentations to advisory board and investor groups. Implemented cloud-based project-management platform to streamline project plans for multi-disciplinary teams of high functioning professions in fast-paced start-up environment. -
ControllerBest Rate Funding 2003 - 2006UsHired to spearhead the creation of the internal accounting department, including hiring staff and establishing financial policies and procedures for corporate office of over 100 employees, as well as 12 branch offices in three states. Researched, selected, and implemented new mortgage banking accounting software resulting in 50% efficiency savings in accounting for $30 million monthly loan volume. Advised ownership on company ventures, including evaluating profitability and tax consequences associated with various transactions that resulted in over $1 million in tax savings. Directed the preparation of and performed a review of all financial statements and budgets. -
Tax SeniorDeloitte 1999 - 2003Worldwide, OoOversaw various compliance and consulting projects, including reviewing consolidated and single entity income tax returns for public and private corporations, tax provision analysis, and IRS and FTB audits.
Jeff Wurtz Education Details
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Brigham Young UniversityAccounting -
Brigham Young UniversityAccounting
Frequently Asked Questions about Jeff Wurtz
What company does Jeff Wurtz work for?
Jeff Wurtz works for Pathfinder Partners
What is Jeff Wurtz's role at the current company?
Jeff Wurtz's current role is Chief Financial Officer.
What schools did Jeff Wurtz attend?
Jeff Wurtz attended Brigham Young University, Brigham Young University.
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