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Leanne M is listed as Family Office Specialist at Sufganiot Inc, based in West Orange, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Leanne M.
Leanne M previously worked as Accounting Controller at Sufganiot Inc and Accountant in a Family Office at Jamacha Llc. Leanne M holds Bachelor Of Science - Bs, Accounting from Lehigh University.
I am currently an accountant in a family office and am looking for an open position in a family office as an accountant. I work part time but my hours are very flexible.
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• Perform all accounting and financial functions for a three-unit food franchise. • Prepare monthly budget reports and financial statements for franchisee.• Bank reconciliations, file sales tax returns and review payroll data. • Review annual tax returns (LLC and S Corp)• Coordinate and review tax returns.
• Implement account openings, investments, money movement and account maintenance.• Enter, track and reconcile investment activity across databases and various custodians.• Provide and maintain cash flow projections and monitor client liquidity needs.• Prepare materials for client meetings.• Create and review annual budgets.• Maintain client confidentiality and assist in identifying potentially fraudulent activity. • Prepare and update year-end tax projections based on K-1’s and 1099’s.
• Perform all accounting and financial functions for a Medical Office. • Prepare monthly budget reports and financial statements.
• Reconcile general ledger accounts. • Work with controller to facilitate year-end review
New York, Ny, Us
• Portfolio Analysis: Included holdings and returns based style analysis, risk attribution analysis, characteristics, peer universe comparison, competitive analysis and performance analysis.
New York, Ny, Us
• Client Servicing: Interacted with portfolio managers and marketing personnel to discuss strategy for client presentation – equity and fixed income products
New York, Ny, Us
• Prepared profit center profit and loss statements.• Special projects including firm buy-out, new business deals and ownership allocations.
Des Moines, Iowa, Us
• Managed Financial Reporting: analysis and budgeting for a division with $160 billion in assets under management and 23 product lines.
Nassau, Bahamas, Bs
• Financial Services Audit Department – Mutual Funds and Investment Limited Partnerships
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Leanne M works for Sufganiot Inc.
Leanne M is listed as Family Office Specialist at Sufganiot Inc.
Leanne M is based in West Orange, New Jersey, United States while working with Sufganiot Inc.
Leanne M has worked for Sufganiot Inc, Jamacha Llc, Advanced Spine Surgical Center, Polygel, Llc, and Neuberger Berman.
You can use AeroLeads to view verified contact signals for Leanne M at Sufganiot Inc, including work email, phone, and LinkedIn data when available.
Leanne M holds Bachelor Of Science - Bs, Accounting from Lehigh University.
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