Jonathan D. Shapiro, Cpa Email and Phone Number
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Entrepreneur and Executive Leader Specializing in Operations, Sales, Building Teams, and Finance with 25+ years’ experience in Construction, Service, Software, Investment firms. Highly analytical approach with success executing multiple projects in results-oriented environments. Strong interpersonal and communication skills with goal to foster a culture of innovation and fun while being direct and professional. Love growing people, companies, and creating streamlined processes.Executive financial experience includes managing/building all finance & accounting departments including reporting, modeling, financing, banking, insurance, credit, taxes, forecasting, budgeting, internal controls, third-party audits, and investor relations.Dedicated career to growing people, building teams, and strengthening organizations as well as mentoring many founders to help them grow their businesses into successful ventures. Dual MBA degrees from Columbia Business School and London Business School, a Master’s Degree in Accounting (on scholarship), BS in Computer Science with honors at each school including Magna Cum Laude and Phi Beta Kappa. Enjoy hiking (Everest Base Camp, Machu Pichu), triathlons (70.3 and olympic), and marathons (Philly, NYC), voracious reader, and self-improvement.Specialties: Software, Mobile Software, Sales, Private Equity, Improving and Managing Operations, Investment Banking, CFO/Accounting, Valuation, Strategy, Retail, Consumer Products, Real EstateContributor to Inc. onlineAwards:- CFO of the Year finalist - San Diego Business Journal- Top 50 Best WorkPlaces in US - Inc.- Best Place to Work - San Diego Business Journal- Cool Company Winner - San Diego Venture Group- Top 100 Technology Ventures - Red Herring
Pacific Paradise Pools
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Chief Executive OfficerPacific Paradise Pools Jan 2022 - PresentSanta Ana, California, UsPacific Paradise Pools is an Orange County pool builder specializing in the construction of new pools, spas, water features, and major pool renovations including: spa additions, sculptured rock conversions, rock slides, swim up bars, grotto's and all the outdoor entertainment areas your imagination can dream up.
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Chief Executive OfficerCalifornia Smartscape Mar 2021 - PresentSouthern California's Premier Landscape and Pool Design & Build Construction Firm. Our goal is to create your dream outdoor living space while delivering the finest five star experience. We are proud to have won five consecutive national awards for quality and service, and we work diligently to preserve our reputation. Our full team of owners, designers, project managers and office staff are here to ensure you are thrilled with your project, from concept to completion. www.calsmartscape.com -
Ceo, FounderBest Pool Service Jul 2017 - PresentBest Pool Service is a leader and one of the largest and fastest growing commercial pool service providers in Southern California. We pride ourselves on continuous improvement, professionalism, and dependability. Our team is highly trained and focused on providing high-quality service. We provide pool and spa maintenance and equipment maintenance and installation to our growing base of communities including HOA's, apartment buildings, municipalities, and communities across Orange and San Diego County. Please contact us if we can help you for your needs or your client's needs. -
Ceo, FounderMomentum Capital Investments Jun 2017 - PresentMomentum Capital Investments, based in San Diego, is focused on purchasing strong, established local businesses with consistent and predictable revenue and cash flow. MCap works skillfully to improve sales through business development, improve operational efficiencies, embrace and strengthen culture, and invest in employees through training and benefits. We aim to improve margins using best practices in processes and technology with a goal of continuous improvement. www.mcapinvest.com
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MemberYec Feb 2017 - Feb 2019Boston, Ma, UsYoung Entrepreneurial Council - invite only community where Entrepreneurs provide resources, support, and advice to each other -
PartnerRopart Asset Management Oct 2006 - Jun 2018Ropart Asset Management is a Greenwich, CT-based private equity fund that invests in platform, scalable companies with $10-100mm in sales and positive cash flow. Partner (by age of 30)Managed and operated private equity funds (along with Managing Partner) for family office - Managed 18 portfolio firms in various stages of development- President/CFO for 5 portfolio firms - Board member: 8 portfolio firms (2 active investments) / Board participant: 5 portfolio firms- Actively improve portfolio firms focusing on building teams, operations, strategy, and finance- Deal-sourcing, due diligence, and relationships with financiers and brokers- HR, hiring, mentoring, and training of internal private equity teams- Oversight of all financial modeling, investment memos, presentations of firm- Led multi-party teams: accountable for execution, providing direction and coordination
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Board MemberThe Savory Pie Guy Dec 2013 - Oct 2017Premier manufacturer of All Natural Australian style Savory Pies in the US selling via restaurants, retail (grocery stores/Bed Bath Beyond), and online (Amazon / Fresh Direct)* Guidance to management team
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Board Member, TreasurerDigital Traffic Systems Mar 2007 - Oct 2017National technology service provider to state and local DOT's • Mentor management, oversee compensation• Advise on strategy, business development, financings, and operations• Actively assist finance and operations departments• Improved SOPs, benchmarking to improve estimating and execution
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Co-Founder, President & CfoFragmob Feb 2011 - Mar 2017San Diego, California, UsGlobal Mobile Enterprise Software Firm for Sales Representatives - Leading mobile provider to $184B industry; 1.3M+ installed apps with active users in 24 countries - - Created strategic plan, invested in proof of concept, negotiated first enterprise agreement, and then built team with Co-Founder & CEO- Led evolution from professional services firm to scalable SaaS model with strong recurring revenue- Responsible for operations, strategy, sales, finance, legal, HR, investments, and corporate governance - Manage all finance & accounting including reporting, modeling, financing, banking, insurance, credit, taxes, forecasting, budgeting, internal controls, third-party audits, and investor relations. -
Board Member, TreasurerIcentris Jun 2011 - Aug 2016Woods Cross, Ut, Us -
Cfo, Board MemberDeertech Oct 2007 - Aug 2016www.deertechusa.com
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Advisory Board Member - New YorkThe Cfo Alliance Sep 2009 - Jun 2015Berwyn, Pennsylvania, UsProvide advice to NY chapter of a ‘pure’ peer group created by and designed for senior level financial executives -
Fund ManagerHashtag One, Llc Oct 2011 - Oct 2014Investment fund that provides Seed and Series A capital as well as extensive management experience and strong networks to grow companies. - Investment due diligence, investment recommendations, and portfolio management- Managed all capital raising, investment, and distribution decisions- Communicated with GPs, accountants, and legal
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Turnaround Cfo, Adviser To Ceo, And Board MemberMtpm Jun 2012 - Dec 2012• Led / advised strategic and financial operations • Instituted SOPs and streamlined operations across all departments• Prepared international consolidation of financials, financial audit, and taxes • Exited affiliate network business and focused on real time bid platform• Raised capital to fund turnaround and growth plan • Sold to digital performance-based marketing firm
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Board Member61 W 62Nd Street Corp May 2007 - Oct 2012Us27 floor full service luxury residential and retail building in Lincoln Square / Upper West Side -
Turnaround Cfo, Board MemberSolution X Global Apr 2009 - Jul 2011Provo, Ut, UsLeading developer of web-based marketing technology, including training, retention, and social networking systems for the direct sales industry. • In the first 6 months, implemented cost saving plan that reduced costs by 45%, saving $1.5M• In the first 12 months, grew sales by 25% and improved annual EBITDA by $3.6M• Instituted SOPs, internal controls, and benchmarking; Oversaw first financial audit• Sold to direct competitor• Responsible for improving financial and operational reporting, administering the financial audit, streamlining and automating back-office functions, implementing cost reduction initiatives, strengthening internal controls, arranging for equity/debt financing, participating in strategic decision making, and overseeing the financial department -
Associate Director, Investment Banking For M&A Team And Consumer Products & Retail DivisionUbs Investment Bank Jun 1999 - Aug 2005Zurich, Ch• Executed 40+ completed/announced deals ranging from $110M to $18B, equity and debt financings ranging from $50M to $9B, and derivatives (risk management and enhanced returns). Transaction list available • Originated and grew consumer and retail relationships for mid-size/multi-billion dollar clients• Selected to work in London for 2.5 years to build technical skills for European team• Led teams of up to 20 professionals for strategic pitches/awarded assignments (global and multi-product)• Advised senior management and boards on business development, strategy, and capital structure issues• Created/improved mentoring/training programs for junior and senior bankers in each division• Substantial experience in restructuring advisory and analyzing/executing LBO, MBO, and exit strategies• Led negotiations and due diligence meetings for clients• Sponsored by UBS management for Executive MBA -
Credit Analyst / UnderwriterFranchise Mortgage Acceptance Company May 1998 - Jun 1999Underwriter in Energy Finance Division, • Underwrote 40+ fixed income products ($3-50 million) related to acquisitions/debt refinancing for Energy Retail clients• Performed complete due diligence including management review, valuations, site visits, financial and credit analysis• Increased gross revenues by $100 million by improving business model to include jiffy lubes, truck fueling stations, quick service restaurants, and hotels • Won national contest for best idea to improve efficiency in the underwriting process
Jonathan D. Shapiro, Cpa Skills
Jonathan D. Shapiro, Cpa Education Details
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Columbia Business SchoolMba -
London Business SchoolMba
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Pace University - Lubin School Of BusinessAccounting
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Rutgers UniversityBachelor Of Science - Computer Science; Concentration - Electrical Engineering; Communications Minor
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Bridgewater Raritan High SchoolHigh School
Frequently Asked Questions about Jonathan D. Shapiro, Cpa
What company does Jonathan D. Shapiro, Cpa work for?
Jonathan D. Shapiro, Cpa works for Pacific Paradise Pools
What is Jonathan D. Shapiro, Cpa's role at the current company?
Jonathan D. Shapiro, Cpa's current role is CEO, Best Pool Service, California Smartscape, Pacific Paradise Pools, Momentum Capital Partners.
What is Jonathan D. Shapiro, Cpa's email address?
Jonathan D. Shapiro, Cpa's email address is jo****@****ice.com
What is Jonathan D. Shapiro, Cpa's direct phone number?
Jonathan D. Shapiro, Cpa's direct phone number is +120366*****
What schools did Jonathan D. Shapiro, Cpa attend?
Jonathan D. Shapiro, Cpa attended Columbia Business School, London Business School, Pace University - Lubin School Of Business, Rutgers University, Bridgewater Raritan High School.
What are some of Jonathan D. Shapiro, Cpa's interests?
Jonathan D. Shapiro, Cpa has interest in Triathalons, Reading, Swimming, Golf, Health, Children, Skiing, Snowboarding, Education, Environment.
What skills is Jonathan D. Shapiro, Cpa known for?
Jonathan D. Shapiro, Cpa has skills like Mergers And Acquisitions, Due Diligence, Strategy, Private Equity, Valuation, Business Strategy, Management, Finance, Start Ups, Leadership, Investments, Strategic Planning.
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