Michael Katz, Cpa Email & Phone Number

Westfield, New Jersey, Us

* Small Business tax and accounting advisory services* Individual and Small Business Tax Preparation* Strategic tax planning for individuals and small businesses

Zurich, Ch

Designed, developed and managed all aspects of risk control framework surrounding Firm's direct investments in various proprietary and third party Private Equity and Hedge Funds. Identified key risks and appropriate mitigation factors; developed plans and adequate controls. Served as risk expert in development of new business and maintained existing client relationshipsGenerated an increased capital allocation for Firm's Alternative Investment Division by developing and implementing a risk measurement framework for both systemic and idiosyncratic risks. This framework measured risk capital for both private equity and hedge funds.Initialized formation and was a founding member in partnership with CRO and Divisional Bank Heads of The Principal Risk Committee charged with assessing and approving direct and illiquid investments for the Investment Bank. Developed and delivered risk presentations to both US and Swiss regulators, auditors and clients that satisfied various inquiries and questionnaires relating to the illiquid investment risk framework.Led initiation and implementation of a Global Firm database that captured all direct investment or equity participation information held anywhere in the Firm which provided a central repository of critical risk information. Analyzed and prepared comprehensive risk/performance overviews for quarterly risk committee meetings with Senior Management used to influence capital allocation decisions

Zurich, Ch

Managed and performed all product control functions for Private Equity, Corporate Lending and Syndicated Loan Businesses. Maintained integrity of Firm's global balance sheet and validating p&l for investment portfolio on a daily basis.Led infrastructure development project working with Information Technology specialists, to transpose the direct investment platform. Resulted in significant efficiency gains and stronger management decision making reports.Global coordinator for the Corporate Bank joint venture and Loan Syndications, ensuring that regional counterparts are all following the same policies and procedures.Analyzed and prepared core senior management reports used for making critical decisions about the business development and strategy.Performed quarterly valuations on investments through various analysis and price testing proceduresAnalyzed and prepared comprehensive risk/performance overviews for quarterly risk committee meetings with Senior Management used to influence capital allocation decisions

Gb

Gb

Conducted planning, execution and timely completion of audits for financial services companies. Led audit teams of up to five on concurrent audit assignments. Conducted staff development, training and evaluation. Client base included Broker Dealers, Hedge Funds and Private Equity Funds. Strong core knowledge developed around Private Equity and Hedge Fund structures and accounting issues.Reviewed internal control structures, identified deficiencies and developed recommendations for management to address weaknesses and improve overall business operations.Performed detailed audit testing, internal control reviews, and analytic procedures, with consideration for market fluctuations and account relationships.

Managed various projects to resolve problems between trading and operations. Assisted senior traders in researching and developing investment opportunities

New York, New York, Us

Advised clients about mutual fund purchases; executed unsolicited trades on line and with trading personnel.Developed extensive working knowledge of financial instruments and an understanding of related trading strategies.

Ba, Economics

Mba, Professional Accounting And Finance