SUMMARY
Professional with progressive experience over a period exceeding 10 years in operations roles and increasing verbal and communication skills, dealing with a variety of customers, staff members and employees. Held various project oriented and administrative support roles while providing consistent adhoc reporting duties primarily in headcount and budget analysis working with C Level executives in various industries from Banking, Hotelier and Global REITS.
Self-motivated and capable of setting up useful priorities
Take instant decisions and apply them to meet given deadlines.
Adjust easily to innovative concepts and tasks
Communication intensive work style
Born in Kibbutz Ein Gedi, Israeli and American Citizen
CAREER PROGRESSION
FOX RIVER ADVISORS Los Angeles, CA / Chicago, IL July 2014 - Present
Director of Operations / Fox River Partners (Private Investments)
Compliance Officer / SeaRock Partners LP (Fund of Fund Hedge Fund)
Administrator / Dash Financial LLC (Trading Execution Broker/Dealer)
Manage internal operations of Fox River Partners Private Investment entity run by Joe Ritchie and Keith Dickson
Liaise behalf of management as it pertains to building a new network in the investment community across the US; coordinated a US cold calling/ networking tour
Serve as Compliance Officer and Financial Analyst / Reporting for Fund of Fund hedge fund owned by investment firm coordinating a series of audit testing throughout the calendar year and ensuring communication around the firm does not violate any FINRA regulations
Responsible for providing monthly flash and actual reporting to all investors
Serve as administrative support to the Program Trading team at Dash Financial LLC. Duties include administrative support, FINRA schedule reminders and compliance coordination, NYC and Chicago meeting coordination and tracking of actions and deliverables behalf of the team
ARGENBRIGHT CAPITAL, LLC Atlanta, GA August 2012 – June 2013
Vice President, Chief of Staff to Chairman
Acted as a conduit for communicating the vision and implementation of the President and CEO’s mission
Worked closely with the Executive Assistant to the Chairman to maximize time management, strategic communications, and commitments that advance total agency interests
Managed all incoming and outgoing correspondence for Chairman of the firm including all written and verbal insights internally and externally to clients
Formulated initiates and tracks strategic initiatives, monitors progress towards meeting goals and achieving benchmarks, analyzing
data, ensuring follow-through on the part of key persons, and sustaining momentum needed to drive initiatives to completion. Serves as project manager for strategic initiatives being tracked on behalf of the President and CEO
Managed process of new private equity finance structure for Chairman and managed execution with investment banking advisory services and serve as the coordinator to providing working capital funding to businesses
Managed administrative team of four and coach them to ensure full coverage for all executives
CITI – CORPORATE TREASURY
Budget Analyst/Executive Assistant New York, NY May 2010 – August 2012
Managed and owned all project execution for key profitability related initiatives specializing in headcount analysis and reporting for Corporate Treasury department reviewed weekly by Treasurer of Citi
Planning and analysis of financial/cost data, including headcount management through consolidation and interpretation of multiple data sources and maintain close partnership with Human Resources and Recruiting
Responsible for collecting and analyzing information and data in the preparation of succinct and action-oriented reports, briefings and presentations to assist in informing on business strategy, initiatives and issues
Administered projects using standard project management tools and best practices (e.g., status tracking, issue management)
Served as primary liaison to the respective business and coordinate the supporting units, i.e. manage interfaces to HR, Legal, Compliance, Finance and Controlling
INTERCONTINENTAL HOTELS GROUP
Atlanta, GA
October 2008 – March 2010
Project Finance Coordinator to Chief Financial Officer, Americas
Performed project workflow coordination for Director of Project Finance and investment analysis team.
Prepared budget material; tracked expenses, invoices, and petty cash; prepared travel/expense reports, correspondence, complex presentations, and reports
Achieved Bravo recognition award for outstanding logistics management/coordination for the Company’s yearly Finance Leadership Team Meeting of which included travel and event coordination for 350 employees globally
CITIGROUP – FINANCE REPORTING
New York, NY
August 2005 – July 2007
Financial Analyst/Executive Assistant
Provided alternate coverage for Chief Operations & Technology Officer of Citigroup Corporate O&T inclusive of heavy international travel arrangements/calendar management on a daily basis
Oversaw budget vs. actuals analysis for HR Global Ops group; responsible for reporting Full Year Forecast reports to global Corporate planning team; inclusive of preparation of detailed explanations reporting any unplanned variances
Provided intensive administrative support for Managing Director of the Business Liaison Office
ACADIA REALTY TRUST
White Plains, NY
June 2003 – August 2005
Investor Relations/Asset Management Coordinator
Coordinated all refinancing packages provided to lenders and accommodated all property related questions/due diligence concerns in a timely manner
Served as administrative contact to all communication between the Asset Management department and JV partners, including preparation of all meetings, conventions and investor based site tours of managed/fund properties
PROFESSIONAL SKILLS
Proficient with MS Word, Excel, Outlook, Lotus Notes, Publisher, PowerPoint, P2P, Web T&E, MRI Accounting Database, Scan USA, Type 70wpm, knowledge Nortel Phone System, and working knowledge of Edgar-online system
Highly motivated, Strong interpersonal skills, Strong problem-solving skills
Ability to think “outside of the box;” Proven team player; Very fast learner
Strategic thinker; Ability to multi-task; show initiative on a constant basis; solution oriented, highly organized & confident
Experienced leader that values teamwork; loyal, ethical & dependable
EDUCATION
City University of New York - Baruch College
BBA in Finance & Executive Communications - 2012
Relevant Coursework: Banking and Finance, Real Estate, Economics, Management, Risk Management & Marketing; Awarded lifetime membership to the Alpha Beta Gamma International Business Honor Society