Michael Kasdan Email & Phone Number

• Led consultation services to clients for finance, tax, project management, and operations • Advised upper management on organizational structure and compensation, combining industry best practices with client-specific needs to determine salaries, benefits, and HR policies• Established clients’ yearly financial objectives, managing and training a team of analysts to monitor performance and improve key performance indicators (KPI’s) • Worked directly with client project managers to identify staffing deficiencies and surpluses, providing options to optimize workflow• Oversaw Precise's analyst entrance exams, enabling the company to grow from five to 40 employees

• Analyzed clients’ income statement and balance sheet, flagging items for review by Account Manager• Tracked clients’ business profitability on a project by project basis, adjusting resources as needed throughout the lifecycle of each project• Developed tailored pricing models, enabling clients to select, price, and implement product strategies• Assisted with setting clients’ yearly financial objectives and monitoring progress• Strengthened clients’ accounting policies for invoicing, collections, and periodic reporting cycles

• Reviewed and analyzed employee expense reports and general ledger accounts, ensuring compliance with GAAP and company accounting procedures • Prepared journal entries to record monthly accrued expenses, prepaid insurances, and transfers of electronic funds• Reconciled bank statements and assisted with billing for federations, organizations, board members, employees, missions, and events

• Assisted Fiscal and Operations Manager with bookkeeping and financial reporting, budget proposals, data entry and analysis• Developed and implemented new operational protocols and reporting system, increasing maintenance department productivity by 50% and decreasing fuel costs by 8%• Managed the organization’s petty cash, ensuring that all reimbursements and advances were distributed in a timely manner and logged accurately• Mentored and guided 16 at-risk boys from rural Rwanda

• Managed external investor database, ensuring that all data and information were updated for client use• Recommended and executed the transition from multiple database services to a single Customer Relationship Management (CRM) system, taught entire team how to efficiently use the new software• Researched portfolios and investment histories of potential new fund investors to determine which funds would be best to market to them• Analyzed the firm’s strategic opportunities by creating a quantitative model to prioritize its various projects