Moshe Mandelbaum, Cpa Email and Phone Number
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Finance and accounting leader with broad experience including private equity, real estate, family office, and public accounting positions. Career highlights include an early position with PricewaterhouseCoopers (“PwC”), and CFO roles with Brookfield Asset Management, Peterson Management/The Peter G. Peterson Foundation, and family office/private equity-backed portfolio company. My roles have been dedicated to building and directing efficient teams, increasing productivity, accurate reporting, audit and tax satisfaction, and operational performance at the highest level. I am an active leader who has motivated and built teams while rolling up their sleeves and taking on whatever is needed to achieve business goals. My experience and strengths include financial reporting and analysis, operational efficiencies, compliant practices, and helping organizations institutionalize and grow.Core Competencies:• Financial Reporting & Analysis• Business Operations Management• Internal Control Implementation• Technical System Migration and Implementation• Review & Risk Mitigation• Private Foundation Expertise• GAAP & IFRS Audit Preparation• Investment Management & Reporting • Cash Management & Treasury• Revenue Recognition• Real Estate (construction and multifamily)• Capital Markets• Excel• Budgeting
Private Family Office
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Chief Financial OfficerPrivate Family Office Mar 2024 - PresentMexico City, Mx
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Deputy Cfo And Director Of OperationsPrivate Family Office Nov 2022 - PresentMexico City, Mx
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Controller And Director Of OperationsPrivate Family Office Aug 2020 - Dec 2022Mexico City, Mx
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PrincipalHighgate Advisors 2017 - Aug 2020Short-term and on-going projects in the area of financial reporting, including CFO services, projections and budgets, investment preparation, management reporting, process improvement and compliance projects
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Chief Financial OfficerYellowstone Capital (A Fundry Brand) 2015 - 2017Oversaw all planning and integrated controls for financial operations, accounting, and tax reporting. Managed an 11-member team. Served as team member negotiating loan service agreement, and managed banking and treasury functions to ensure compliant transactions and documentation.• Successfully implemented financial controls, compliance and navigated Yellowstone Capital through an initial audit afterfive unaudited years, converted “management basis” of accounting to a modified cash basis for operating performancereporting accuracy and ease of subsequent audits. Increasing EBITDA by 25%.• Served as key management team member contributing to recapitalization of existing credit facility by managing duediligence request, including quality of earnings, asset testing and business models. Implemented and supervised all debtcompliance and monthly audits by lender, that resulted in securing a lower cost of capital by 350bps.• Analyzed operations to determine potential tax liabilities and instituted controls and procedures to mitigate risk• Managed design and implementation team on NetSuite project over existing legacy systems.• Partnered with over 150 sales reps and underwriters to define requirements to optimize funding model.
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Chief Financial Officer | TreasurerPeterson Management Llc | The Peter G. Peterson Foundation 2012 - 2015Established policies for standardized operations, financial and tax reporting for 60 active entities. Provided family and private foundations with expertise in performance reporting, documentation review, audit, and tax management including 990PF.• Coordinated and supported insurance needs, policies, and employee benefits identifying cost savings.• Restructured general ledger structure to increase reporting efficiency, and managed internal controls to increase accuracy andaccessibility of accounts payable, bank reconciliations and expense reporting.• Optimized eFront, a new portfolio accounting system for improved investment accuracy and detail accessibility.• Administered the finance and operations for two internal private equity funds.• Developed and implemented system that achieved favorable fee terms for new investments
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Chief Financial Officer, Global Real Estate FundsBrookfield Asset Management 2009 - 2012New York, New York, UsCommitted executive leadership expertise to negotiations of fund terms and agreements in the launch of four new funds, totaling $3.7B in capital commitments, and supported by direct team of 6 members.• Directed and executed 10 simultaneous fund audits under GAAP and IFRS, and served as the primary liaison on all accountingissues and executive directives.• Maintained and managed all finance and operations of funds, investor relations, IRR calculations, waterfall calculations, capitalcall and distribution notices, fund compliance, quarterly investor reporting, and review of valuations prepared by assetmanagement team.• Involved in the negotiations of agreements for newly formed funds with capital commitments in excess of $3.0 billion. -
Vice President And ControllerJacobson Family Investments | Nine Thirty Capital Management, Llc 2006 - 2009Managed and maintained all financial reporting and operations for over 100 family entities and private foundations, outside capital, and internal trading platform. Administered insurance needs, IT, and employee benefits. Lead team of 5.• Implemented a new portfolio system allowing the company to sever its relationship with the administrator, reduce costs, preciselymonitor liquidity of investments, and improve efficiency of performance reporting.• Streamlined accounting system that improved reporting accuracy and efficiency, reducing the cycle from 15 to 5 days.• Implemented a new portfolio that reduced costs to the company and improved performance and liquidity reporting.
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ControllerBkf Capital Group Inc | John A. Levin & Co. 2001 - 2006Directed monthly closings, quarterly and annual financial statements, implemented internal control procedures under Sarbanes Oxley, earnings per share calculations, and crafted the Management Discussion and Analysis for the Company’s 10-Q and 10-K. Provided management with financial projections, budgeting, expense analytics, and product P&Ls.• Led the conversion from QuickBooks to Great Plains and built a new billing system which accelerated the month end close,eliminated the need to hire additional staff, and improved accuracy of customer billing.• Led system conversion and built a new integrated billing system, eliminating the need for additional staff, and improved accuracyof customer billing
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ControllerArrowsight, Inc (Fka Parentwatch) 2000 - 2001
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Assistant ControllerIvillage 1999 - 2000
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Audit SeniorPricewaterhousecoopers 1994 - 1998Gb
Moshe Mandelbaum, Cpa Skills
Moshe Mandelbaum, Cpa Education Details
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Touro UniversityAccounting And Finance -
Touro UniversityAccounting
Frequently Asked Questions about Moshe Mandelbaum, Cpa
What company does Moshe Mandelbaum, Cpa work for?
Moshe Mandelbaum, Cpa works for Private Family Office
What is Moshe Mandelbaum, Cpa's role at the current company?
Moshe Mandelbaum, Cpa's current role is Multigenerational family office with direct investments in shipping, oil & gas, NYC commercial real estate, and other alternative assets.
What is Moshe Mandelbaum, Cpa's email address?
Moshe Mandelbaum, Cpa's email address is mo****@****hoo.com
What is Moshe Mandelbaum, Cpa's direct phone number?
Moshe Mandelbaum, Cpa's direct phone number is +164677*****
What schools did Moshe Mandelbaum, Cpa attend?
Moshe Mandelbaum, Cpa attended Touro University, Touro University.
What skills is Moshe Mandelbaum, Cpa known for?
Moshe Mandelbaum, Cpa has skills like Private Equity, Hedge Funds, Investments, Finance, Accounting, Real Estate, Portfolio Management, Alternative Investments, Financial Analysis, Asset Management, Financial Modeling, Due Diligence.
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