Marat Plotkin Email & Phone Number

Israel

Israel

Position of an accountant in a multifamily office. I am responsible for the below. Preparation of financial statement reports for various jurisdictions. Preparation of annual, semiannual, quarterly, monthly and on demand valuation reports, statements and various financial reporting. Retrieving and analyzing statements and valuations from 3rd parties (Investment companies, funds, banks and etc). Preparation of interest calculations for loans (Intercompany, personal, bank and any other loan). Analyzing and checking for consistability of investments and recording investment related journal entries such as distributions, interest, capital gains and income.Maintaining the ledgers of companies, trusts, funds and personal. Bringing to and keeping the ledgers up-to-date.Preparation of various excel reports.Sorting issues and meeting deadlines.Assisting colleagues with software issues and instructing new employees re software used in the office and firm policies.

Herzliyya, Tel Aviv, Israel

I was responsible for:Preparation of budgets, Preparation of annual and quarterly audit of management company. Supervision and management of bookkeepers in different districts. Preparation of annual and quarterly balance sheet. Handling customers bank guarantees. Preparation of analytical reports in order to examine increase/decrease of income and expenses. Prior to above position I was a bookkeeper and I was responsible over maintaining the ledgers including recording expenses, income, cash and bank reconciliations, customers, suppliers, accruals, checking and recording agreements and contracts in to the system, meeting with debtors and negotiations in order to reach a payment agreements (subject to approval of related manager).

Herzliyya, Tel Aviv, Israel

I was responsible for transportation expenses including car lease agreements, fuel, and all related expenses. Responsible for traveling expenses and refunds to employees.

Kefar Sava, Central, Israel

I was responsible for managing client ledgers including recording all sort of expenses, suppliers, clients, bank, credit cards and loan reconciliations, revaluations, receivables, payables and accruals. Reporting to tax authorities and meetings with tax authorities re clients issues.

Israel

I was responsible for over 300 corporate clients of the firm. My responsibility was providing all communication with the clients, addressing and solving any issue. I was negotiating and reaching agreements with debtors. Assisting to other employees with their client’s issues and pushing toward adopting new policies in order to rationalize client facing procedures.

Economics

High School, מנהל עסקים