Yevgeniy V.

Yevgeniy V. Email and Phone Number

Real Estate Investments | Private Lending | Development | Portfolio Operations @ Fuse Group Investment Companies
Pompano Beach, FL, US
Yevgeniy V.'s Location
Miami, Florida, United States, United States
About Yevgeniy V.

As a Senior Financial Analyst, Jimmy brings a wealth of experience to Beachfront Realty, INC. His professional background has equipped him with patience, attention to detail, and a proactive approach to real estate.Your Advocate in Real EstateWhether you're buying, selling, or renting, Jimmy is dedicated to advocating for your best interests.Selling: He utilizes state-of-the-art technology and superior marketing materials to help you achieve the fairest price in the shortest amount of time.Buying: Jimmy provides comprehensive market data and insights, ensuring you’re well-equipped to negotiate effectively.Stress-Free ExperienceUnderstanding that real estate transactions can be stressful, Jimmy works diligently to minimize your anxiety. He prioritizes constant communication and accessibility, making the process as smooth and enjoyable as possible.Local ExpertiseA resident of South Florida since 1994, Jimmy holds a master’s degree in Accounting and International Business from Florida International University. He knows the unique characteristics and advantages of living in Aventura, Sunny Isles, Weston, Hollywood, Doral, and Ft. Lauderdale.Personal TouchWhen he’s not assisting clients, Jimmy enjoys spending time with his fiancée, Claudia, entertaining friends, traveling, and relaxing.“It would be a pleasure and an honor to work for you.”

Yevgeniy V.'s Current Company Details
Fuse Group Investment Companies

Fuse Group Investment Companies

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Real Estate Investments | Private Lending | Development | Portfolio Operations
Pompano Beach, FL, US
Website:
fusegroupco.com
Employees:
14
Yevgeniy V. Work Experience Details
  • Fuse Group Investment Companies
    Real Estate Investments | Private Lending | Development | Portfolio Operations
    Fuse Group Investment Companies
    Pompano Beach, Fl, Us
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  • Beachfront Realty
    Real Estate Sales Associate
    Beachfront Realty Feb 2018 - Present
    Miami/Fort Lauderdale Area
    Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best termsDetermining clients’ needs and financials abilities to propose solutions that suit themPerforming comparative market analysis to estimate properties valueIntermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealingDisplaying and marketing real property to possible buyersCompare a property with similar properties that have recently sold to determine its competitive market priceCoordinate property closings, overseeing signing of documents and disbursement of fundsDisplay commercial, industrial, agricultural, and residential properties to clients and explain their features. Explain technical product or service information to customers. Deliver promotional presentations to current or prospective customers.
  • Ryder System, Inc.
    Sr. Analyst
    Ryder System, Inc. Jan 2017 - Dec 2017
    Miami/Fort Lauderdale Area
    Create monthly, quarterly, semiannual and annual reports which are presented to the board and leadership teamOversee customer surveys for different business lines that Ryder has to offer for different regionsGenerate various reports in Microsoft Excel, Tableau as well as Sales Force Write reports that include actionable recommendationsThink beyond raw data to develop a singular perspective or storyPerform advanced analyses to identify KPIs and drivers of customer behaviorMonitor departmental G&A and A&P spending month-to-month, including review and validation of general ledger chargesAssist VP and occasionally others with miscellaneous analytical, investigative and organizational tasks, including project management/trackingPerform administrative tasks as required including invoice processing, management of purchase orders, etc.
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  • Ryder System, Inc.
    Tax Associate
    Ryder System, Inc. Aug 2015 - Jan 2017
    Miami/Fort Lauderdale Area
    Involve with all aspects of domestic transaction tax compliance and researchPrepare transaction tax (sales/use, business & occupation, gross receipts, and property tax) returns for monthly, quarterly, and annual filings Interpret and comply with state, local, and international statutes, regulations, and legislations Prepare and assist with, transaction tax auditsPrepare and review indirect tax filings for Ryder System Inc. and related companies.Provide guidance based on research of transaction tax laws and regulationsAssist with the reconciliation of transaction tax general ledger accountsDevelop and implement process improvementsPrepare monthly entries and reconcile accounts for Director of Tax
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  • Franklin Templeton Investments
    Senior Fund Analyst
    Franklin Templeton Investments May 2013 - Nov 2014
    Miami/Fort Lauderdale Area
    Prepared and reviewed financial statements, performance data, and other reporting documents provided to internal and external customers for accuracy in accordance with local GAAP requirements and industry guidelinesSupported the Finance Manager with budget projections, forecasts of fund expenditures, and month, quarter, and yearend financial statementsResearched and analyzed accounting disclosure requirements for new accounting pronouncements and new product types and make recommendations to management on reporting guidelinesOrganized year-end audit process and work with external auditors to resolve issues within the fundsRespond to inquiries and act as a key contact between external auditors, Investment Accounting and Operations (IAO) and USPCS production groupsCalculated required fund distributions keeping GAAP, tax requirements, and portfolio analytics in mindPrepared and reviewed supporting schedules and reconciliations for shareholder reports; as well as various schedules on a periodic basis for the Board of Directors/Trustees and the Audit CommitteeCompiled various regulatory filings and fund product specific schedules that are not produced by the USPCS production teams
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  • Apex Fund Services
    Fund Accountant
    Apex Fund Services Sep 2012 - May 2013
    Miami/Fort Lauderdale Area
    Prepared timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for subsequent review Recorded accurately, and in accordance with the Department policies and procedures, such accounting records as securities positions, corporate actions related, and journal entries Reconciled various accounts, and reviewed reconciliations prepared by others, promptly researching and correcting any variancesIdentified exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution Assisted in preparing compliance reports, tax returns, financial statements Wrote reports periodically to management on Fund activities and other related issues Researched certain securities in Fund portfolios for the purpose of ensuring proper accounting treatment (such as the nature of distributions, original issue discounts, and international valuations) and compliance with SEC, tax, and prospectus restrictions and limitationsReconciled and distributed reports to/from marketing, separate custodians and investment management
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  • H&R Block
    Tax Manager/ Supervisor
    H&R Block Dec 2011 - Sep 2012
    Miami/Fort Lauderdale Area
    Responsible for the overall operations of H&R Block Tax office (office visibility, client retention, client satisfaction)Coached and evaluated performance of Tax Professionals Sent out weekly reports and held one on one meetings with each employee based on their performance and goals for the weekMonitored and motivated Tax Professionals and discussed their yearly goals and their standings / reward and recognize employees that have met and exceeded goalsIn charge or scheduling for the office to make certain maximum efficiency and profitability of the officeScheduled training to role play with Tax Professionals to handle difficult and complicated client situationsSupervised, developed, motivated and coached office associates as well as meet and exceed goalsAssisted District Manager in interviewing, recruiting and hiring seasonal tax professionalsPerformed tax professional duties including corporate, partnerships, and individuals returnsEstablished relationships with clients / follow up with clients that had Client Experience Surveys below 90 Percent or for any reason did not complete tax return in the office Contacted all clients with thank you calls as well as any client unsatisfied with the services they have received to help increase office retention
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  • Cbiz Goldstein Lewin
    Tax Associate
    Cbiz Goldstein Lewin Jan 2011 - Dec 2011
    Miami/Fort Lauderdale Area
    Prepared federal and state income tax returnsCompleted all aspects of accounting, tax, and audit engagements for clientsExecuted solid understanding of accounting and auditing principles, general tax regulation, technology implementation procedures, etc. relative to individual client assignmentsAssisted in preparation of taxes for corporations, partnerships, individuals, and trustsResearched and helped resolve tax issues using software: BNA, CCH, and RIA; to furnish results to Tax Partners, Tax Directors, Tax Managers as well as clients of the firmUsed software including: ProSystems, CaseWare and QuickBooks to prepare yearly accounting and assist in financial statement drafting for trusts, partnerships, and S-corporations
  • Brickell Park Condo
    Property Manager
    Brickell Park Condo Aug 2009 - Feb 2011
    Developed, planned, analyzed and administered building with a budget of $500KExecuted budget and estimated future financial needs of the associationManaged day-to-day financial operations of the property and resolved tenant complaintsWorked independently, compiling and analyzing data and preparing budged proposalsStudied the budget and inquired about new ways to improve efficiency and increase profits of the associationExamined past budgets and researched economic and financial developments affecting the income and expenditures of the associationInformed the Board of Directors and President of the status and availability of fundsNegotiated vendor contracts, inspected property, and quickly resolved emergency maintenance issuesCreated monthly financial statements and kept financial records for property operations
  • Prudential Financial
    Financial Services Representative
    Prudential Financial 2007 - 2009
    • Assisted customers with growing and protecting their wealth by advising clients on a range of insurance and investment needs• Offered a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, investment management and helped clients meet their financial goals
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  • North Miami Beach
    Off Duty - Finance Coordinator
    North Miami Beach Jun 2004 - Aug 2007
    Tracked, submitted, and requested reimbursement payments from federal, state, county, and local agenciesAssisted with procurement process, including creating and modifying purchase ordersConducted budget transfers and schedule police officers for overtime details/off duty jobs; balance the off-duty account, account receivables, prepare aging collections reportsProcessed off-duty payroll for the North Miami Beach Police Department, Indian Creek Police Department, and Biscayne Park Department

Yevgeniy V. Education Details

Frequently Asked Questions about Yevgeniy V.

What company does Yevgeniy V. work for?

Yevgeniy V. works for Fuse Group Investment Companies

What is Yevgeniy V.'s role at the current company?

Yevgeniy V.'s current role is Real Estate Investments | Private Lending | Development | Portfolio Operations.

What schools did Yevgeniy V. attend?

Yevgeniy V. attended Florida International University - College Of Business, Florida International University - College Of Business.

Who are Yevgeniy V.'s colleagues?

Yevgeniy V.'s colleagues are Jing Xin, Reyna Carolina Pérez Jiménez, Elizabeth (Jones) De Oliveira.

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