Mark Beckerman
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Mark Beckerman Email & Phone Number

An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations at Samuel T. Freeman & Co.
Location: San Francisco Bay Area, United States 7 work roles 2 schools
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Current company
Samuel T. Freeman & Co.
Role
An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations
Location
San Francisco Bay Area, United States

Who is Mark Beckerman? Overview

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Mark Beckerman is listed as An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations at Samuel T. Freeman & Co., based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Mark Beckerman.

Mark Beckerman previously worked as Chief Finacial Controller at Samuel T. Freeman & Co. and Senior Tax Advisor at H&R Block Financial Services. Mark Beckerman holds Ms, Accounting And Information Analysis from Lehigh University.

Profile bio

About Mark Beckerman

An experienced finance & accounting executive, with an entrepreneurial background, versed in accounting & finance best practice, portfolio management, tax, & business operations; as well as the underpinning technologies which support these functions. • Financial Controller for a well-regarded international firm, with a consistent track record of achievement in all aspects of accounting best practice, financial strategy, budget formation, day-to-day operations, team building, and quality improvement• Founder & President MDB Asset Management Corporation, a high performing equity mutual fund• Tax advisor versed in federal, state, & local tax legislation; proficient in strategic tax advice, audit assistance, & individual, & small business tax returns• B.A. in Finance from Washington University, Masters in Accounting & a CPA education from Lehigh University

Listed skills include Valuation, Investments, Start Ups, Management, and 8 others.

Current workplace

Mark Beckerman's current company

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Samuel T. Freeman & Co.
Samuel T. Freeman & Co.
An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations
7 roles · 42 years

Mark Beckerman work experience

A career timeline built from the work history available for this profile.

Chief Finacial Controller

Current
Samuel T. Freeman & Co.

Philadelphia

As Chief Controller for America's oldest auction house, drive financial strategy, accounting best practice and financial business operations. Financial oversight responsibilities include collaboration with our international partners primarily located in Europe, strategic recommendations for growth & divestiture, as well as tactical oversight of financial accounting, financial targets, and budgets. Singularly responsible for developing and administering internal controls to ensure that the company’s accounting procedures conform to generally accepted accounting principles. This leadership role involves day to day C-level interactions, financial operations oversight of over 60 employees, and stewardship of strategic vendor relationships. Responsibilities include:● Direct enterprise financial planning and budget management functions● Oversee development of five and ten year business plans for the company, working with the board, executive team, & departmental managers to drive consensus● Establish short and long range department goals, objectives, policies, and operating procedures● Oversee daily accounting operations, preparation of company financial reports, & analysis of operating results against budget● Assist with the preparation of the quarterly reviews and tax returns● Conduct financial audits and provide recommendations for procedural improvements

Oct 2012 - Present

Senior Tax Advisor

H&R Block Financial Services

Greater Philadelphia Area

Assist customers in navigating the complexities of federal, state and local income tax codes applicable to individuals and businesses. Advise on tax considerations that assist with almost any tax situation, including securities, retirement, home ownership, rental properties, health expenses, interest & penalties, and more.

Dec 2011 - Apr 2015

Credit Card Business Analyst

Wilmington, De

A senior consultant in the credit card division of JP Morgan Chase responsible for business analysis of credit card technology functions. Developed and maintained a thorough understanding of the needs of the business and associated customer groups, building a bridge between business and technical perspectives. The role involved working closely with clients and technology groups to capture business requirements to propel business transformation, as enabled through technology.

May 2012 - Oct 2012

Database Analyst

Key catalyst transforming the business data landscape to significantly enhance business reporting capabilities & key performance indicators. This role involved significant customer interaction with major customers, troubleshooting problems with the software, and developing customized reporting solutions. Database Analyst for this health care information company, selling software to health insurance companies covering the lives of over 40 million Americans.

Aug 1999 - Aug 2004

Consultant

Consultant on Database and Reporting projects for MEDecisionConsultant on Database and Testing projects for Prudential Insurance

Dec 1997 - Aug 1999

Ceo & President

Mdb Asset Management Corporation

New York, Ny

Founder & President of MDB Asset Management Corporation, establishing equity mutual funds based on capital appreciation models. Founded the company, managed all acquisitions & investment decisions, and built an experienced staff to deliver a high performing portfolio of mutual funds.● Delivered excellent investment performance over an eight year period compared to the Lipper averages (36.56%, 27.7%, 30.82%, -4.18%, 22.45%, 31.30%, -7.7%, 25.30%) ● Founded the company by acquiring the investment rights to several underperforming mutual funds and propelled turnaround to make the funds amongst the top 20% performing capital appreciation funds● Acquired the investment advisory rights to additional funds and consolidated them into the mutual fund complex● After successfully growing the company, negotiated the sale of the business for a substantial profit and retained portfolio management oversight during the transition

Jan 1988 - Dec 1996

Investment Associate

The Hallwood Group, Inc

Specialized in identifying, structuring, and closing deals for stock rights offerings, which were used as a financing option for publicly held companies in weak financial condition.Structured and negotiated multiple multi-million dollar rescue financings Conducted strategic analysis of potential clients and performed due diligence for clients

1985 - Jan 1987
2 education records

Mark Beckerman education

Ms, Accounting And Information Analysis

Activities and Societies: Beta Gamma Sigma International Honor SocietyCPA examination underway

FAQ

Frequently asked questions about Mark Beckerman

Quick answers generated from the profile data available on this page.

What company does Mark Beckerman work for?

Mark Beckerman works for Samuel T. Freeman & Co..

What is Mark Beckerman's role at Samuel T. Freeman & Co.?

Mark Beckerman is listed as An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations at Samuel T. Freeman & Co..

Where is Mark Beckerman based?

Mark Beckerman is based in San Francisco Bay Area, United States while working with Samuel T. Freeman & Co..

What companies has Mark Beckerman worked for?

Mark Beckerman has worked for Samuel T. Freeman & Co., H&R Block Financial Services, Jpmorgan Chase & Co., Medecision, and Chubb Computer Services.

How can I contact Mark Beckerman?

You can use AeroLeads to view verified contact signals for Mark Beckerman at Samuel T. Freeman & Co., including work email, phone, and LinkedIn data when available.

What schools did Mark Beckerman attend?

Mark Beckerman holds Ms, Accounting And Information Analysis from Lehigh University.

What skills is Mark Beckerman known for?

Mark Beckerman is listed with skills including Valuation, Investments, Start Ups, Management, Business Intelligence, Accounting, Due Diligence, and Auditing.

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