JONATHAN A WEINSTEIN, CPA

ac0zor@r.postjobfree.com 516-***-**** 301 Main Street, Apartment A, Roslyn, NY 11576

RELATED EXPERIENCE

JENNINGS BUSINESS VALUATION, INC. North Bellmore, NY

Valuation Analyst March 2014?April 2017

? Provided valuation services for various companies including operating companies, holding companies, real estate holding companies, hedge funds, and commercial banks with up to $1 billion in assets by compiling metrics pulled from databases and public filings, utilizing industry-accepted formulae, and taking asset-based approaches

? Created reports in compliance with IRS Revenue Ruling 59-60 to support valuations

? Analyzed 10-K?s and 10-Q?s of public companies to develop price/earnings ratios to value larger clients

? Prepared comparative financial statements to analyze companies? operations over a multi-year time frame

? Interviewed clients quantitatively and qualitatively throughout their business operations and accounting procedures to better understand their business and to identify root cause accounting anomalies on a case-by-case basis

? Determined earnings levels such as EBIT, EBITDA, and SDE, and adjusted for extraordinary items as well as for expenses paid to related parties at above market rates

? Researched government-issued releases from sources including the Bureau of Economic Analysis and the Bureau of Labor Statistics to track the condition of the overall economy for the country for use in valuation reports

? Established company level procedures for including certain earnings adjustments and determination of subject companies? capitalization rate

? Published on the company blog, case studies to a lawyer and accountant audience (client representatives)

? Onboarded new hires and trained employees in new procedures

? Provided instructional assistance during CPE classes to other valuation professionals

? Compiled market rental data to determine fair market rental rates for use in adjusting clients? earnings

EDUCATION

ZARB SCHOOL OF BUSINESS, HOFSTRA UNIVERSITY Hempstead, NY

Bachelor of Business Administration Accounting Major August 2013?May 2015

Honorable Mentions: Dean?s List

NASSAU COMMUNITY COLLEGE Garden City, NY

Associate of Science Accounting Major August 2012?June 2013

Honorable Mentions: Magna Cum Laude; Business Honor Society (Alpha Beta Gamma)

EXRACURICULAR ACTIVITIES

HOFSTRA TAX SOCIETY, HOFSTRA UNIVERSITY Hempstead, NY

Vice President May 2014 ? May 2015

? Prepared both Federal and New York State Income Tax returns for lower-income residents of local communities through the VITA Program; completed training of tax preparation techniques and updates every tax season

? Facilitated communications between the IRS, training personnel, and site staff in order to maintain essential VITA Program operations

? Founded a tutoring program to provide learning materials needed to ensure students success

ACCOUNTING SOCIETY, NASSAU COMMUNITY COLLEGE Garden City, NY

President August 2012?June 2013

? Tutored students by hosting one-on-one sessions in course material pertaining to Financial Accounting, Intermediate Accounting, and Economics

? Planned events like guest speakers and trips to get students interested in accounting

TECHNICAL SKILLS

Proficient in Pratt?s Stats, DoneDeals, Bizcomps, IBA Market Data, Duff & Phelps Control Premium Database, and Duff & Phelps Risk Premium Toolkit. Microsoft Office (Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Publisher, Microsoft Access)

PROFESSIONAL AFFILIATIONS

Member of the AICPA Member of the NYSSCPA

HOBBIES

Cooking and exploring new cuisines, Weight-lifting, Strategy games

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