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Senior Fund Accountant at Balmoral Funds LLC, a PE company, with professional background in public accounting. I also serve as the managing member of several LLCs which hold interests in Real Estate, marketable securities, and business ventures, where I head operations, investment, accounting functions and general affairs of the entities.
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ControllerBalmoral FundsLos Angeles, Ca, Us -
Senior Fund AccountantBalmoral Funds Jan 2023 - PresentLos Angeles, California, Us -
Fund Accountant & Compliance AssociateBalmoral Funds Oct 2020 - Dec 2022Los Angeles, California, UsWork directly with the CFO in administering and accounting for GP and fund entities, financial reporting, and tax & regulatory compliance functions. Assist in the calculation and maintenance of partner capital accounts (for GAAP and Tax reporting), distributions, carried interest & tax allocations in a waterfall context, and various other Operating Agreement nuances. -
Managing MemberSejk, Llc Aug 2018 - PresentHead the investment strategy, internal accounting functions, and generally manage the affairs of SEJK, LLC, of which I am a member. SEJK maintains a diversified portfolio of interests in a tech-start-up, and marketable securities. I utilize non-leveraged and tax-efficient approaches to best implement investment strategy.
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Operations Manager, MemberKandel & Associates, Llc Sep 2015 - PresentKandel & Associates owns and manages real property in Baltimore, MD.
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Assurance AssociateRsm Us Llp Jan 2020 - Oct 2020Chicago, Illinois, Us -
Vita PreparerVolunteer Income Tax Assistance, Csun Jan 2018 - Mar 2018Prepared tax returns for low-income residents of the San Fernando Valley.• Studied for and received IRS Tax Law certification to be a volunteer income tax preparer • Interfaced directly with clients to assess and sort through financial/tax-related data• Utilized tax law and tax software knowledge to help clients save thousands of dollars via refund or tax liability reduction, and to maximize client-satisfaction
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Business Core TutorCalifornia State University, Northridge Jun 2017 - Oct 2017Northridge, Ca, UsTutored students in lower & upper division business core and accounting subjects, as well as offered study tips and test-taking tricks unique to each subject and student needs. -
Underwriting Summer AnalystGemcap Jun 2016 - Aug 2016San Antonio, Texas, UsAssessed financial packages of potential clients to assess eligible collateral for potential asset-based loans. Exposure to various clients has given me a well rounded familiarity with industry-specific inventory, equipment, and business models and trends. Job duties have demanded:- a command of excel know-how and formulas for the maintenance and analyses of spreadsheets- financial accounting knowledge and skills to evaluate client financials and reconcile apparent contradictions or other ambiguities - calculations and analysis of various financial ratios- understanding of the structure of deals and the parties involved - dialogue with clients directly and/or their brokers - editing and issuance of L.O.I.s- presentation of preliminary research of clients, and intra/inter-department written and oral communication -
Combat SoldierIdf - Israel Defence Forces Feb 2014 - Aug 2015Tel Aviv, IlServed in an Artillery battery in all regions of the country. -
Legislative InternHouse Of Representatives Foreign Affairs Committee Jul 2013 - Aug 2013- Conducted research for pending legislation- Summarized congressional hearings for use by Committee Team- Participated in meetings regarding US economic initiatives for the development of third-world and emerging market countries
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Commissioner Of Eops (Extended Opportunities Programs And Services)Santa Monica College Feb 2012 - Jun 2012Santa Monica, Ca, Us- Served as liaison between Associated Students and Extended Opportunities Programs and Services (E.O.P.S.), Financial Aide Office, Pico Partnership, California Work opportunities and Responsibility to Kids (CalWorks), Cooperative Agencies Resources for Education (CARE) and the Trio Program - Worked with Director of Financial Support in promoting the Emergency Book Loan Program- Researched historical School/AS allocations and policy for requisition forms
Samuel Kandel Skills
Samuel Kandel Education Details
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California State University, NorthridgeAccounting -
Yula Boys High School
Frequently Asked Questions about Samuel Kandel
What company does Samuel Kandel work for?
Samuel Kandel works for Balmoral Funds
What is Samuel Kandel's role at the current company?
Samuel Kandel's current role is Controller.
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What is Samuel Kandel's direct phone number?
Samuel Kandel's direct phone number is +131086*****
What schools did Samuel Kandel attend?
Samuel Kandel attended California State University, Northridge, Yula Boys High School.
What are some of Samuel Kandel's interests?
Samuel Kandel has interest in Education.
What skills is Samuel Kandel known for?
Samuel Kandel has skills like Organizational Leadership, Entrepreneurship, Business Strategy, Strategic Planning, Financial Analysis, Public Speaking, Start Ups, Due Diligence, Management, Research, Financial Modeling, Event Planning.
Who are Samuel Kandel's colleagues?
Samuel Kandel's colleagues are Jacob Moss, Adam Marti, Clonagh Taylor, Curtis Godin, Adam Marti.
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