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Ira Kaplan is a seasoned accountant with 20+ years of experience in financial analysis, management, and leadership. He has worked in various roles, including Accountant, Assistant Comptroller, and Mediator/Arbitrator. Ira holds a Master's degree in General and Special Education and a Bachelor of Arts in Accounting from Queens College and Touro College, respectively.

Credentials

  • Students with Disabilities and Childhood Education Initial Certification
    -
    Jan, 2012
    - Apr, 2026

Experience

  • Thor Equities
    • New York, New York
    • Accountant
      • May 2017 - Present
      • New York, New York

    • Associate
      • Jul 2016 - May 2017
      • Ocean, NJ

      Collecting and automating data on market competitorsPerform inventory of parts for more efficient ordering and organizing of stockroom

    • Math Teacher
      • Jan 2014 - Jun 2014

      Prepare, administer, and also grade tests and assignments to evaluate student progressTeach students personal development skills like goal setting, independence, and also self-advocacyTeach socially acceptable behavior, employing techniques like behavior modification and positive reinforcement

    • Assistant Teacher
      • Sep 2011 - Jun 2012

      Participate in the preparation and execution of daily school/classroom programs for studentsAssist head teacher in monitoring student behavior, and enforcing disciplineAssist head teacher in identifying student needs, and communicating them to parents and staff

    • Assistant Comptroller
      • Jan 2004 - Apr 2009

      Responsible for generating and preparing both A/R and A/P reports and analysis Maintaining an excellent Account Receivable aging for the company Accountable for generating monthly revenue reports Updating monthly in-process pipeline Performing monthly bank and general ledger reconciliations Set-up and organize brokers commission structures and prepare their weekly commission feesAnalyzing and calculating quarterly and annually Brokers Commission step up rates and reconciliation of deals to data base and recalculation of payments to Accounting recordsReview and prepare Monthly and YTD company comparative production reports for all locationsAudit liaison for Annual Audit preparing, general reports, analytical schedules for Independent Auditors

    • Jr. Examiner
      • Jul 2002 - Jun 2003

      Responsibilities included the evaluation of Fortune 1000 companies to determine if an unclaimed property examination should commence:Review the corporate organization structure to determine material entities for examinationObtain and review the historical corporate unclaimed property filings to the states to determine if the company is reporting and remitting unclaimed property to the states. History of filing records were compared to industry standards to determine corporate compliance Analyze the Annual Financial Statements including the disclosures for potential unclaimed property exposureIf an examination is commenced, duties include:Review and test corporate policies and procedures for compliance via general ledger transaction testing i.e., Accounts Payable, Bank Reconciliation’s, Accounts Receivable, Equity confirmations, and overall review of the general ledger from unusual accounts and postingsDiscuss with various corporate officers the transaction testing of policies and procedures performed and evaluate the resultsCreate Excel worksheets of transactions sampled as it relates to the corporations policies and procedures and the unclaimed property laws Prepare NAAPCO’s internal monthly cash flow statements and reconcile to the Aged Accounts Receivable Report

Education

  • 2011 - 2012
    Touro College
    Masters, General and Special Education
  • 1998 - 2002
    Queens College
    Bachelor of Arts, Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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