Leon Trakhtenberg Email & Phone Number

Houston, Tx, Us

New York, Ny, Us

New York, Ny, Us

Houston, Texas, Us

Dallas, Tx, Us

• Design concise pitches and presentations for leasing and sales transactions that exceed four million dollars in revenue. • Introduced KPIs such as the compound annual growth rate which added a result-oriented metric for rental rates. • Creative writing including a research point of view for brokers during pitches ensuring that clients gain confidence in our competencies.• Create dashboards in Tableau allowing for real time data manipulation during pitches.• Managed quarter reporting process including market research, analysis, and reporting trends for the entire Houston office market which includes over 214 million square feet of office space. • Present on quarterly activity and provide takeaways to the managing directors and debrief brokers for press meetings.• Designed and implemented Excel Macros into the quarter close process which cut preparation time by one third. • Research and remain abreast of the latest economic indicators and developments through sources including, Energy Information Administration, Moody’s, Department of Labor, U.S. Census, and CBRE’s proprietary software.

Austin, Tx, Us

• Created financial models of multifamily and retail property acquisitions for investor clients. Models included:­ Calculation of project costs, opportunity costs, as well as ROI and IRR over several exit strategies.• Created PowerPoint presentations to concisely present investment requirements and projected returns. • Performed public speaking and presentation engagements with potential clients. • Developed the business plan, operating strategy, and website.

Houston, Tx, Us

• Led the process improvement and template design of the tangible property regulations project.­ Identified opportunities to automate tasks which included AFEs across three refineries and tens of millions of dollars of expenditures.­ Created a lead project tracker to incorporate formulas including INDEX MATCH and INDIRECT which allowed for almost instantaneous updating as new projects came on-line.­ Designed and implemented Excel Macros using VBA to automate tasks for hundreds of AFEs with each one in a separate sheet. Macros included:  Pulling in asset additions and retirement information from respective fixed assets reports and automatically adding rows to the template as necessary for AFEs consisting of more assets than the standard template design would allow. Automated the populating of standard AFE project information such as refinery location, year, and AFE details.• Communicated with the Internal Revenue Service regarding company audits and responded to information requests.­ Gathered data from variety of sources to reconcile 10+ years of P&L activity for specific accounts.­ Created a model in Excel to determine the impact to tax expense based on findings.• Managed the Transfer Pricing Project which ensured intercompany crude oil purchases were at arms-length. ­ Worked with the finance and various pricing departments to explain the validity of crude pricing and any variances. Explained variances by analyzing transportation costs, competitor pricing, bulk discounts, and quality variances including API gravity and sulfur. ­ Created templates as required by new BEPS Action Plan including Master File, Local File, and Country-by-country reporting. ­ Created PowerPoint presentation for internal use outlining new BEPS requirements.• Analyzed financial statements including balance sheet, income statement and retained earnings for accuracy of booked activity and explain yearly variances.

Houston, Texas, Us

• Reviewed and analyzed financial statements of one of our subsidiaries to uncover any anomalies.­ Discovered and helped correct the improper disposal of an asset. • Reconciled complex fixed asset activity related to additions, dispositions, transfers, gains, and losses.• Drafted letters and provide information to State Taxing Authorities in response to state operating activity audits.• Prepared federal and state tax returns, extensions, and estimates for multiple entities including corporations and partnerships. • Participated on the “new hire” team ensuring that new hires had a smooth transition into the department.

Gb

• Prepared memorandums explaining components impacting the effective tax rate as well as the current and deferred tax assets and liabilities.• Applied technical knowledge in preparing federal and state tax returns, estimates, and extensions including federal forms 1120 and 1065.• Reviewed client-prepared income tax provision calculations to conform with standards.• Worked directly with a client’s tax manager to gauge new areas for potential tax accounting services. This resulted in bringing PwC additional hours and expanded the services provided by the engagement team. • Took on leadership roles and senior-level tasks such as ensuring a progressive and efficient workflow throughout the engagement by maintaining contact with clients regarding open items, information requests, and outstanding issues.

Houston, Texas, Us

Houston, Us

Master Of Science (Ms), Accounting

Bachelor Of Business Administration (B.B.A.), Accounting