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Keith Bergman Email & Phone Number
Ledgewood Advisory Group Treasury Consulting Services
at
Ledgewood Advisory Group
1 work email found
@ledgewoodgroup.com
2 phones found area 917
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Ledgewood Advisory Group Treasury Consulting Services
Location
New York City Metropolitan Area, United States
Company size
Who is Keith Bergman? Overview
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Quick answer
Keith Bergman is listed as Ledgewood Advisory Group Treasury Consulting Services at Ledgewood Advisory Group, a with 1 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ledgewoodgroup.com, phone signal with area code 917, and a matched LinkedIn profile for Keith Bergman.
Keith Bergman previously worked as Treasury Consulting at Ledgewood Advisory Group and VP & Director at Zanders. Keith Bergman holds Mba, Corporate Finance from Pace University.
Company email context
Email format at Ledgewood Advisory Group
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{first}.{last}@ledgewoodgroup.com
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Profile bio
About Keith Bergman
Specializing in global Treasury, Risk and Finance advisory services. Transforming treasury operations to the next level of maturity by implementing treasury concepts, treasury accounting and technology to improve operational efficiencies and increase value. Detail understanding of the issues around - - Cash Management: In-House Banking, Cash Positioning and Cash Flow Forecasting - Risk Management : FX Exposure Management and hedging FX, IR and Commodity risk- Treasury Accounting: FASB and IFRS- Treasury Systems : system selection and system implementation (Kyriba (Gold Level Certified), Quantum, WSS FX, WSS Suite, Triple Point CXL)I have a BS degree in Accounting and a MBA degree in finance. Regular speaker at conferences (AFP & TMA) and author of articles.
Listed skills include Cash Management, Treasury, Derivatives, Cash Flow Forecasting, and 39 others.
Current workplace
Keith Bergman's current company
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Ledgewood Advisory Group
10 roles
Keith Bergman work experience
A career timeline built from the work history available for this profile.
Treasury Consulting
CurrentProviding strategic Treasury direction, offering hedge accounting services, and bridging the gap between Treasury and technology for TMS implementations..Clients:U.S. Bank (system implementation)The Mosaic Company (system implementation)Service Corporation Int’l (training)
Dec 2016 - Present
Vp & Director
Advising corporate clients in the area of Treasury, Risk and Finance.Clients:Service Corporation International - Houston, TX (Cash Flow Forecasting and Working Capital)FIS Global - Jacksonville, FL (Treasury Review and Roadmap Design)ERCOT - Austin, TX (Treasury Review and Roadmap Design)Bacardi - Bermuda (SAP & Other TMS Fit Gap Analysis)
Apr 2017 - Apr 2020
Advisor / Consultant To Ceo
Pendo Systems
Improved financial statement reporting, Lead the migration to a new accounting system. Provide marketing and internal advice to CEO.
Jan 2016 - Dec 2016
International Treasury Accounting Controller
Increasing operational efficiencies through review and re-engineering of current process. Managing accounting for Supply Chain and Corporate Financing. Managing the Treasury Management System. Reporting Balance Sheet and Income Statement activities to senior management. Creating reporting dashboards for better control. Overseeing Sungard Quantum configuration.
Oct 2014 - Jun 2016
Managing Director
Driving growth, transformation, and revitalization by bridging the gap between corporate strategy and technology. Providing strategic business direction to companies experiencing significant financial system challenges based on expertise in accounting, Cash Management and treasury trading systems.Clients: OmniSource Corp. - IN, USA (Hedge Accounting Strategy, System Selection & Implementation)Haas Group International - PA, USA (FX Hedging Strategy, Policies & Procedures, IHB Advice)Huawei Technologies - Shenzhen, China (Treasury Accounting Strategy & System Implementation)Bank of New York Mellon - NY, USA (System Upgrade | Dodd-Frank Accounting)Bottomline Technologies - NH, USA (Cash Management Strategy)CIBC - Toronto, Canada (System Implementation)FiNCAD - Vancouver, Canada (Hedge Accounting Development)Misys - NY, USA (Cash Forecasting and Corporate Treasury Strategy)Orbit Treasury Solutions - CA, USA (Hedge Accounting Requirements)
Jan 2009 - Sep 2014
Consultant - Huawei Technologies
Advising on the transformation of a Treasury Accounting Group, the implementation strategy for a Treasury Management System, (Sungard) and training on Hedge Accounting.
Feb 2011 - Jul 2012
Consultant
Treasury Accounting, Hedge Accounting and FC Exposure Management Consultant for Corporate Treasury.
Jan 2009 - Dec 2009
Vice President Of Product Management
Pendo Systems
Head of Product Management
Oct 2007 - Dec 2008
Solutions & Product Manager
- Solutions Manager for Coporate Treasury, Business Developement- Product & Development Manager for Hedge Accounting Module (FAS 133 / IAS 39)- Product & Development Manager for Accounting Module
Jul 1991 - Sep 2007
2 education records
Keith Bergman education
Mba, Corporate Finance
Pace University
Bs, Accounting
Ithaca College
FAQ
Frequently asked questions about Keith Bergman
Quick answers generated from the profile data available on this page.
What company does Keith Bergman work for?
Keith Bergman works for Ledgewood Advisory Group.
What is Keith Bergman's role at Ledgewood Advisory Group?
Keith Bergman is listed as Ledgewood Advisory Group Treasury Consulting Services at Ledgewood Advisory Group.
What is Keith Bergman's email address?
AeroLeads has found 1 work email signal at @ledgewoodgroup.com for Keith Bergman at Ledgewood Advisory Group.
What is Keith Bergman's phone number?
AeroLeads has found 2 phone signal(s) with area code 917 for Keith Bergman at Ledgewood Advisory Group.
Where is Keith Bergman based?
Keith Bergman is based in New York City Metropolitan Area, United States while working with Ledgewood Advisory Group.
What companies has Keith Bergman worked for?
Keith Bergman has worked for Ledgewood Advisory Group, Zanders, Pendo Systems, Huawei Technologies, and The Ledgewood Advisory Group.
How can I contact Keith Bergman?
You can use AeroLeads to view verified contact signals for Keith Bergman at Ledgewood Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Keith Bergman attend?
Keith Bergman holds Mba, Corporate Finance from Pace University.
What skills is Keith Bergman known for?
Keith Bergman is listed with skills including Cash Management, Treasury, Derivatives, Cash Flow Forecasting, Trading, Valuation, Accounting, and Ifrs.
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