Ian Pershad

Senior Functional Consultant at HSO
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Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish -

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Experience

    • Netherlands
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Functional Consultant
      • Jan 2021 - Present

    • Functional Consultant
      • Aug 2020 - Jan 2021

    • United States
    • Software Development
    • 1 - 100 Employee
    • Consultant
      • Aug 2019 - Aug 2020

      AKA has been acquired by HSO and has become the US subsidiary.

    • Associate Consultant
      • Jul 2017 - Jul 2019

      Whatever your vision or goal, you’ll get there faster with a partner that understands your organization, your industry, and your challenges. AKA’s goal is to free you to innovate. By leveraging the Cloud and other transformative technologies like Microsoft Dynamics—along with deep industry experience—we help you achieve your goals faster, breaking down barriers and making it easier to do business along the way

    • United States
    • Investment Management
    • 700 & Above Employee
    • Fund Accounting Co-Op
      • Nov 2016 - Jul 2017

      Prepare Financial Statements, SEC/NFA regulatory filings, various ad-hoc analytics to support different requests of the fund accounting team such as NAV report for investor relations. Prepare Financial Statements, SEC/NFA regulatory filings, various ad-hoc analytics to support different requests of the fund accounting team such as NAV report for investor relations.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Audit and Tax Intern
      • Jan 2016 - Apr 2016

      Prepared various tax returns, extensions, and forms during busy season. (Federal and State for individuals, corporations, partnerships, estates, trusts.) Performed various analytic audit, review, and compilation procedures. Followed up with clients when further inquiry was necessary. Exposed to the full audit procedure from preliminary meetings and analytics to the final analytic and production of audited financial statements. Prepared various tax returns, extensions, and forms during busy season. (Federal and State for individuals, corporations, partnerships, estates, trusts.) Performed various analytic audit, review, and compilation procedures. Followed up with clients when further inquiry was necessary. Exposed to the full audit procedure from preliminary meetings and analytics to the final analytic and production of audited financial statements.

    • Accounting & Treasury Co-Op
      • Jun 2015 - Jan 2016

      Responsible for assisting in satisfying daily global payment obligations for 8 offices worldwide by posting journal entries to the general ledger; reconciled all daily payments made which totaled in excess of $5 million. Processed banking details and vendor information for new vendor profiles and updated new banking for existing vendors. Prepared check disbursements for vendors who do not utilize wire transfers, and deposited receivables. Provided support to tax group when filing international tax returns by compiling international sales taxes paid. (VAT & GST) Provided support to derivatives group by applying cash to cleared trade vouchers; applied cash to the daily cash forecast as well. Facilitated external audit by maintaining back up of all ledger entries and check disbursements; provided documents to auditors. Show less

    • Tax Intern
      • Jul 2014 - Apr 2015

      Responsible for the preparation of individual and corporate tax returns for client base using ATX Software. Maintained client general ledgers as part of the bookkeeping function, completed reconciliations of records through QuickBooks. Worked alongside a CPA to prepare documents required by IRS auditors conducting an audit of a client. Responsible for the preparation of individual and corporate tax returns for client base using ATX Software. Maintained client general ledgers as part of the bookkeeping function, completed reconciliations of records through QuickBooks. Worked alongside a CPA to prepare documents required by IRS auditors conducting an audit of a client.

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Accounting Intern
      • May 2014 - Jul 2014

      Responsible for assisting the CFO in maintaining the books of the company including its subsidiaries. Allocated expenses to match relevant costs for specific active jobs in warehouse. Managed and updated historical records in the company’s database. Assisted in production of Kollins media player devices for vendors such as Best Buy. Responsible for assisting the CFO in maintaining the books of the company including its subsidiaries. Allocated expenses to match relevant costs for specific active jobs in warehouse. Managed and updated historical records in the company’s database. Assisted in production of Kollins media player devices for vendors such as Best Buy.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant (Accounting)
      • Sep 2012 - Jun 2014

      Assisted in the creation and managing of lessons for the head of the accounting department. Responsible for the grading and recording of coursework for over 150 students for 4 consecutive semesters. Maintained office hours to tutor students in groups or privately, as well as offer assistance to the professor in and out of class. Reinforced understanding of accounting concepts while effectively assisting students ranging from non-business majors to Executive MBA students. Assisted in the creation and managing of lessons for the head of the accounting department. Responsible for the grading and recording of coursework for over 150 students for 4 consecutive semesters. Maintained office hours to tutor students in groups or privately, as well as offer assistance to the professor in and out of class. Reinforced understanding of accounting concepts while effectively assisting students ranging from non-business majors to Executive MBA students.

Education

  • New Jersey Institute of Technology
    Bachelor of Science (B.S.), Business, Concentration in Accounting

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