Max Shichtman Email & Phone Number

Cincinnati, Ohio, United States

• Efficiently performed various types of audit tests in accordance with AICPA SAS standards on multiple FSAs, including fixed asset additions, depreciation, cash, notes payable, revenue, SG&A and payroll expenses.
• During busy season, successfully juggled multiple priorities and displayed a proactive/can-do approach to assignments and communication
• Demonstrated a keen eye for detail by frequently spotting issues that required further clarification from clients and sometimes resulted in proposed journal entries
• Displayed strong analytic abilities and problem-solving skills by constructing models for financial forecasting
• Documented controls, oversaw inventory counts, and composed clear and concise audit records
• With minimal assistance, successfully completed a review according to SSARS standards, working through all steps of the review and almost all FSAs

Cincinnati, Ohio, United States

• Entered all invoices into QuickBooks accounts payable with proper account codes and appropriate approvals
• Managed bookkeeping for the company’s 22 credit cards
• Created and utilized an Excel macro to streamline a portion of the credit card processing
• Performed bank reconciliations, made journal entries, reclassified transactions, and booked ticket revenue

• Developed and implemented a successful marketing strategy across multiple channels, including print, e-mail, and social media.
• Oversaw the successful transition to the school’s new CRM, DonorSnap.
• Successfully researched and identified significant donors. Managed the major gift prospect list and tracked touches.
• Secured over $150,000 in grants from the Ohio EMA and the Wexner Foundation..
• Successfully identified prospective legacy donors and solicited ten legacy commitments.

· Provided customer support as the first line of contact between flavor companies and OU Kosher.· Tracked ingredients utilized in various industrial food plants and analyzed flavors for quality control Kosher compatibility.· Provided administrative support for the account managers.

Teaneck, NJ.

· Coordinated the creation of educational material for this retiree learning program in Teaneck, NJ.· Assisted with campaign planning and maintaining donor records.

Teaneck, NJ.

Coordinate and create educational material for a retiree learning program.

· Worked with faculty and development employees to identify fundraising opportunities and successfully raised money for specific projects.· Analyzed data to identify high-capacity donors.· Exceeded individual fundraising goals by 50%.· Built and strengthened connections between Yeshiva University and alumni.· Wrote thank-you letters and reports for donors.

· Assisted students, assessed and reported their progress to faculty.· Taught as a substitute, compiled and graded tests.· Advised students and served as a liaison between them and the faculty and administration.· Assisted with decisions regarding curriculum, instruction, and organizing review programming.· Carried out administrative duties on behalf of.

Master Of Science - Ms, Accounting, Gpa: 3.67/4.00

Rabbinic Ordination And Supplemental Studies, Talmudic Law

Activities and Societies: Semikha Honors

Bachelor'S Degree, Psychology

Majored in Psychology and Minored in Sociology Member of the Masmidim Honors Program

Certificate In Jewish Philanthropy

This is a training program in development and fundraising directed by Professors Herb Tobin and Saul Andron.

High School Diploma