💡Mark Haft📈 Email & Phone Number

New York, NY, US

I help small business owners increase their profit by $10k+ per year!As an experienced Financial Professional, my passion lies in providing business owners with the financial information they need to grow their businesses and realize maximum profitability.Services Offered include:Bank and credit card transaction capturing and codingReconciliation of bank.

Parsippany, New Jersey, US

Parsippany, New Jersey, US

• Drove and managed all FP&A and Accounting operations of Life Sciences clinical trial start-up, encompassing strategic planning, profitability analysis, accurate forecasting, and leveraging insights to develop.
• Established robust financial infrastructure from scratch, implementing QuickBooks to streamline accounting operations and created monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement) to.
• Developed a comprehensive 3-statement financial model to drive internal budgeting and forecasting, as well as to facilitate discussions with potential investors.
• Led a robust fundraising campaign, establishing valuable connections between the owner and over 50 investors from Angel Funds and VCs, generating significant interest in the organization's potential for future.
• Effectively oversaw cash flow and expenditures, strategically optimizing resource allocation and achieving a substantial 20% reduction in expenses.
• Implemented KPI monitoring, in alignment with company goals. Notably, restructured the compensation framework for execution consultants to a performance-driven model, resulting in a remarkable 25% boost in productivity.

Eatontown, NJ, US

• Drove and managed all FP&A and Accounting operations of medically based Wellness Center (Chiropractic, Physical Therapy, Acupuncture, Nurse Practitioner, Functional Medicine) with over 50 employees, generating.
• Successfully expanded the business to a second location, resulting in a 10% revenue increase in the first 6 months and expanding market reach.
• Spearheaded the transition from a predominantly insurance-based model to an increased cash-based approach, strategically responding to the stabilization of revenue streams driven by insurance reimbursements. This adept.
• Proactively refinanced existing debt, securing more favorable terms that lowered interest expense by 33%.
• Identified and implemented relevant Key Performance Indicators (KPIs) to track and measure business performance effectively such as New Patient retention to measure where patients were dropping off and ROI for each.
• Mentored the Directors of the three distinct business units (Medical, Gym, Spa), fostering a deep understanding of financials and cultivating a business owner mindset. This strategic initiative, coupled with.

Los Angeles, California, US

• Experienced Stock Trader and Portfolio Manager utilizing industry expertise and research skills to execute trades by analyzing financial data, trends, and news. Utilized technical tools for entry and exit points..
• Executed profitable trading and lowered risks based on industry acumen and research.
• Secured strong skills in interpreting economic, technical patterns, and principles to easily identify promising new opportunities.
• Completed trades based on in-depth analysis, merger arbitrage and event-driven catalysts.
• Conducted deep research company information, performances, previous success, EPS, and goals through 10K/10Qs.
• Supported high-volume results through continuous improvement and business strategies.

Led the team as the Producing Manager of a Branch Office for a Full-Service Discount brokerage firm, overseeing six registered representatives. Successfully managed Assets Under Management (AUM) exceeding $100 million, achieving a remarkable position in the top 1% for production among 1000 brokers.