Avi Rosenberg

Account Manager at Precise Financial Management Services Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US
Languages
  • Hebrew -
  • English -

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Nadav Kaidar

I know Avi for many years and he is by far one of the most impressive people I know. Avi likes taking on challenges and will never give up until it is solved and he has a deep understanding of all sides of the solution. An Excel wiz and master of numbers, Avi has amazing analysis capabilities and at the same time a capability think out of the box.

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Experience

    • Israel
    • Financial Services
    • 100 - 200 Employee
    • Account Manager
      • Jul 2021 - Present

    • Financial Analyst
      • Jun 2019 - Present

      ● Contribute to increase client’s profitability and utilization. ● Assist with establishing Precise services in the Chicago area. ● Consulting and overseeing financial operations of our clients ● Participate and assist with financial executive decisions (i.e. HR, projects pricing) ● Prepare and present monthly performance reports to company executives ● Analyze projects performance and profitability ● Monitor cash flow and other financial activities

    • United States
    • Wholesale
    • 1 - 100 Employee
    • Financial Controller
      • Jun 2015 - Jun 2019

      ● Contributed to increase sales margin and profitability ● Manage all financial activities for multiple LLCs (about 25 employees with 15M in sales) ● Set up annual objectives and budget including sales growth, revenue, cost of goods sold, and expenses ● Provide a monthly assessment of KPI performance versus objectives (i.e. sales margins, cost of goods sold, inventory turnover, and operational expenses) to identify performance improvement opportunities ● Oversee accounting… Show more ● Contributed to increase sales margin and profitability ● Manage all financial activities for multiple LLCs (about 25 employees with 15M in sales) ● Set up annual objectives and budget including sales growth, revenue, cost of goods sold, and expenses ● Provide a monthly assessment of KPI performance versus objectives (i.e. sales margins, cost of goods sold, inventory turnover, and operational expenses) to identify performance improvement opportunities ● Oversee accounting operations including billing, A/R, A/P, payroll, bank account reconciliation, and cash flow management Show less ● Contributed to increase sales margin and profitability ● Manage all financial activities for multiple LLCs (about 25 employees with 15M in sales) ● Set up annual objectives and budget including sales growth, revenue, cost of goods sold, and expenses ● Provide a monthly assessment of KPI performance versus objectives (i.e. sales margins, cost of goods sold, inventory turnover, and operational expenses) to identify performance improvement opportunities ● Oversee accounting… Show more ● Contributed to increase sales margin and profitability ● Manage all financial activities for multiple LLCs (about 25 employees with 15M in sales) ● Set up annual objectives and budget including sales growth, revenue, cost of goods sold, and expenses ● Provide a monthly assessment of KPI performance versus objectives (i.e. sales margins, cost of goods sold, inventory turnover, and operational expenses) to identify performance improvement opportunities ● Oversee accounting operations including billing, A/R, A/P, payroll, bank account reconciliation, and cash flow management Show less

    • Israel
    • Financial Services
    • 100 - 200 Employee
    • Financial Analyst
      • Apr 2014 - Jun 2015

      ● Consulting and overseeing financial operations of our clients ● Participate and assist with financial executive decisions (i.e. HR, projects pricing) ● Prepare and present monthly performance reports to company executives ● Analyze projects performance and profitability ● Monitor cash flow and other financial activities ● Consulting and overseeing financial operations of our clients ● Participate and assist with financial executive decisions (i.e. HR, projects pricing) ● Prepare and present monthly performance reports to company executives ● Analyze projects performance and profitability ● Monitor cash flow and other financial activities

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Business Analyst
      • Mar 2012 - Apr 2014

      ● Manage all financial activities, including preparation of financial reports (monthly, quarterly and annually) ● Manage all accounting activities such as bank reconciliation, month end close, sales tax preparation, accounts receivable, accounts payable, and collections ● Increase profit by analyzing price margins, customer profitability and operating expense ● Improve operational efficiency by implementing adaptive customer tracking methodology, QuickBooks integration and workforce… Show more ● Manage all financial activities, including preparation of financial reports (monthly, quarterly and annually) ● Manage all accounting activities such as bank reconciliation, month end close, sales tax preparation, accounts receivable, accounts payable, and collections ● Increase profit by analyzing price margins, customer profitability and operating expense ● Improve operational efficiency by implementing adaptive customer tracking methodology, QuickBooks integration and workforce integrity audit Show less ● Manage all financial activities, including preparation of financial reports (monthly, quarterly and annually) ● Manage all accounting activities such as bank reconciliation, month end close, sales tax preparation, accounts receivable, accounts payable, and collections ● Increase profit by analyzing price margins, customer profitability and operating expense ● Improve operational efficiency by implementing adaptive customer tracking methodology, QuickBooks integration and workforce… Show more ● Manage all financial activities, including preparation of financial reports (monthly, quarterly and annually) ● Manage all accounting activities such as bank reconciliation, month end close, sales tax preparation, accounts receivable, accounts payable, and collections ● Increase profit by analyzing price margins, customer profitability and operating expense ● Improve operational efficiency by implementing adaptive customer tracking methodology, QuickBooks integration and workforce integrity audit Show less

    • Israel
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Feb 2011 - Aug 2011

      ● Educate and guide college students in various topics of risk management such as the determination of existing risks in financial firms and how to deal with them ● Educate and guide college students in various topics of risk management such as the determination of existing risks in financial firms and how to deal with them

    • Stock Analyst (Intern)
      • Oct 2010 - Aug 2011

      Analyzed small-cap companies that traded in the Tel Aviv Stock Exchange Analyzed small-cap companies that traded in the Tel Aviv Stock Exchange

    • Israel
    • Government Administration
    • 200 - 300 Employee
    • Supervisor Assistant
      • Dec 2009 - Aug 2011

      ● Review and monitor high volume of monetary transfers between the government and pension funds ● Perform continuous monitoring of financial requirements between the government and pension funds in order to detect disparities between the requirements and the agreements ● Improve monitoring efficiency methodologies for internal audit processes ● Review and monitor high volume of monetary transfers between the government and pension funds ● Perform continuous monitoring of financial requirements between the government and pension funds in order to detect disparities between the requirements and the agreements ● Improve monitoring efficiency methodologies for internal audit processes

    • Israel
    • Higher Education
    • 100 - 200 Employee
    • Teaching Assistent
      • Nov 2010 - Jun 2011

      ● Educate and guide college students in topics of Algebra, Calculus & Statistics. ● Educate and guide college students in topics of Algebra, Calculus & Statistics.

Education

  • The Hebrew University
    Bachelor, Economics & Business Administration
    2009 - 2011

Community

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