Steve Kohlbrenner, CPA

Chief Operating Officer at Pinnacle Partners Insurance Companies
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Contact Information
Location
Greater Philadelphia

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Chief Operating Officer
      • Nov 2020 - Present

    • Director
      • Nov 2019 - Nov 2020

    • United States
    • Real Estate
    • 300 - 400 Employee
    • Analyst
      • Mar 2019 - Nov 2019

      - Prepare budgets for all Redevelopment/Construction projects. - Actively monitor the budgets of all active projects (~50 at a time) through daily communication with the construction, financial asset management, and redevelopment department VPs. - Responsible for creating the monthly and quarterly reports for the Construction Accounting department included in annual and quarterly financial statements. - Review Tenant Allowances, Leasing Contracts, and significant CAPEX invoices… Show more - Prepare budgets for all Redevelopment/Construction projects. - Actively monitor the budgets of all active projects (~50 at a time) through daily communication with the construction, financial asset management, and redevelopment department VPs. - Responsible for creating the monthly and quarterly reports for the Construction Accounting department included in annual and quarterly financial statements. - Review Tenant Allowances, Leasing Contracts, and significant CAPEX invoices for accuracy and proper reporting. - Create ad hoc reports for CFO, CAO, and Director of Corporate Accounting. - Daily use of JD Edwards, eBuilder, SalesForce, and Hubble reporting. Show less

    • Entertainment Providers
    • 1 - 100 Employee
    • FSO Assurance Senior
      • Oct 2018 - Dec 2018

      • Served as lead team contact for CFOs, fund managers, and controllers. • Led or helped in the testing of all major financial statement accounts, including cash, receivables/payables, investments, and members’ capital. • Worked on multiple audits of one of the largest financial services companies. • Analyzed financial statement accounts with use of Vlookup/Sumif formulas, Pivot tables, and macros in Excel. • Managed multiple staff team members.

    • FSO Assurance Staff
      • Oct 2016 - Sep 2018

      Greater Philadelphia Area

    • FSO Assurance Intern
      • Jun 2015 - Aug 2015

      Greater Philadelphia Area

Education

  • Saint Joseph's University
    Bachelor’s Degree, Accounting
    2013 - 2016
  • Devon Preparatory School
    High School
    2009 - 2012

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