Mark Beckerman

Mark Beckerman Email and Phone Number

An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations @
Mark Beckerman's Location
San Francisco Bay Area, United States
Mark Beckerman's Contact Details

Mark Beckerman personal email

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

Mark Beckerman's Current Company Details
Samuel T. Freeman & Co.

Samuel T. Freeman & Co.

An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations
Mark Beckerman Work Experience Details
  • Samuel T. Freeman & Co.
    Chief Finacial Controller
    Samuel T. Freeman & Co. Oct 2012 - Present
    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
  • H&R Block Financial Services
    Senior Tax Advisor
    H&R Block Financial Services Dec 2011 - Apr 2015
    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.
  • Jpmorgan Chase & Co.
    Credit Card Business Analyst
    Jpmorgan Chase & Co. May 2012 - Oct 2012
    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.
  • Medecision
    Database Analyst
    Medecision Aug 1999 - Aug 2004
    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.
  • Chubb Computer Services
    Consultant
    Chubb Computer Services Dec 1997 - Aug 1999
    Consultant on Database and Reporting projects for MEDecisionConsultant on Database and Testing projects for Prudential Insurance
  • Mdb Asset Management Corporation
    Ceo & President
    Mdb Asset Management Corporation Jan 1988 - Dec 1996
    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
  • The Hallwood Group, Inc
    Investment Associate
    The Hallwood Group, Inc 1985 - Jan 1987
    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

Mark Beckerman Skills

Valuation Investments Start Ups Management Business Intelligence Accounting Due Diligence Auditing Finance Entrepreneurship Microsoft Excel Financial Modeling

Mark Beckerman Education Details

Frequently Asked Questions about Mark Beckerman

What company does Mark Beckerman work for?

Mark Beckerman works for Samuel T. Freeman & Co.

What is Mark Beckerman's role at the current company?

Mark Beckerman's current role is An experienced executive versed in accounting & finance best practice, portfolio management, tax, & business operations.

What is Mark Beckerman's email address?

Mark Beckerman's email address is ma****@****ail.com

What schools did Mark Beckerman attend?

Mark Beckerman attended Lehigh University, Washington University In St. Louis.

What are some of Mark Beckerman's interests?

Mark Beckerman has interest in Dogs, New York Yankees, Tennis.

What skills is Mark Beckerman known for?

Mark Beckerman has skills like Valuation, Investments, Start Ups, Management, Business Intelligence, Accounting, Due Diligence, Auditing, Finance, Entrepreneurship, Microsoft Excel, Financial Modeling.

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