Jeff Wurtz

Jeff Wurtz Email and Phone Number

Chief Financial Officer @ Pathfinder Partners
Jeff Wurtz's Location
San Diego, California, United States, United States
About Jeff Wurtz

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.

Jeff Wurtz's Current Company Details
Pathfinder Partners

Pathfinder Partners

View
Chief Financial Officer
Jeff Wurtz Work Experience Details
  • Pathfinder Partners
    Chief Financial Officer
    Pathfinder Partners 2022 - Present
    San Diego, California, Us
  • Pathfinder Partners, Llc
    Vice President Of Finance
    Pathfinder Partners, Llc 2016 - 2021
    San Diego, California, Us
  • Pathfinder Partners, Llc
    Controller
    Pathfinder Partners, Llc 2011 - 2016
    San Diego, California, Us
    Pathfinder 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.
  • Southern States University
    Adjunct Instructor
    Southern States University 2009 - 2011
    San Diego, California, Us
    Developed curriculum for MBA program Capstone and Financial Accounting courses.
  • Barnett & Company, Inc. Certified Public Accountants
    Cpa
    Barnett & Company, Inc. Certified Public Accountants 2009 - 2011
    Rancho Santa Margarita, Ca, Us
  • Long Beach City College
    Adjunct Instructor
    Long Beach City College 2002 - 2011
    Long Beach, Ca, Us
    Taught Accounting, Tax, and General Business courses. Topics included financial accounting, entity formation and taxation, marketing, online advertising, branding, and organization management.
  • Lymabean
    Founder & Cfo
    Lymabean 2006 - 2008
    Lymabean.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.
  • Best Rate Funding
    Controller
    Best Rate Funding 2003 - 2006
    Us
    Hired 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.
  • Deloitte
    Tax Senior
    Deloitte 1999 - 2003
    Worldwide, Oo
    Oversaw 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

  • Brigham Young University
    Brigham Young University
    Accounting
  • Brigham Young University
    Brigham Young University
    Accounting

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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