Aaron Mirsky
Delray Beach,FL
Summary
Results-oriented finance professional bringing over a decade of experience in financial markets and corporate finance. Adept at implementing strategic decisions based on financial evidence.
Overview
10
10
years of professional experience
Work History
Fund Manger and General Partner
Private Equity Fund (Tech Sector)
2021.11 - Current
- Managed the fund's financial reporting.
- Supervised the fund's audit.
- Created and maintained the equity investments valuations.
- Represented at supervisory boards.
- Managed tax reporting for offshore and onshore investors.
- Lead fundraising rounds (15 million USD).
- Created the limited partnership funds established in US and Cayman Islands, including formation and limited partnership agreements.
- Acted as CFO of the portfolio company; restructured the company and implemented asset management and financial practices until reaching profitability.
- Created corporate structures strategies (e.g., blockers, pass-through entities, etc).
Portfolio Manager
Eureka Re
2019.02 - Current
- Secretary of the investment committee and economic advisor of the reinsurance company (BBB+ rated).
- Created portfolio performance reviews and managed the overall investment strategy focused on asset back lending, private equity investment, private lending, and fixed income strategies.
- Developed economic analysis, portfolio changes and annual performance reports.
- Recommended investment strategies and developed rebalancing strategies to minimize risk exposures and maximize returns.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Conducted financial due diligence on potential investments.
- Prepared investment committee memos.
- Created and managed financial models to evaluate corporate investments.
- Prepared internal and regulatory financial reports for international rating agencies (AM Best and Fitch).
Finance Director
Rainmaker Group LLC
2019.02 - Current
- Revised shareholders' agreements, investments and corporate documents.
- Managed investment vehicles used for the capitalization of businesses.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans and strategies.
- Conducted financial due diligence on potential investments..
- Designed and maintained financial models to identify and measure risks.
- Created financial dashboards to provide insights into key performance indicators.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Prepared internal, tax, and regulatory financial reports, balance sheets and income statements.
Private Equity Consultant
Mirsky Consulting
2018.01 - 2019.02
- Provided consulting services and bespoke solutions for Private Equity and Venture Capital Funds and Family offices in industries such as Real Estate, Infrastructure, Software, Telecommunications, and IoT
- Created valuation analysis for companies and infrastructure projects and M&A transactions utilizing DCF, NAV, Monte Carlo Simulation analysis, and Comparable, among other methodologies
- Built and forecasted all three financial statements, Income, Balance Sheet, and Cash flow statement
- Created key performance indicators and summary reports for investor presentations, Investment Committees, and other Investment memorandums
- Created Valuation policies and directed their implementation
- Advised on compliance, operating agreements, and other financing documentation
- Oversaw the quarterly and annual budgeting process to create, compile, organize, and evaluate budget data; monitor and help administer budget compliance and implementation, including project-specific budgets, draw schedules, budget estimations, and various documents
- Created financial policies and manuals for budgets, cash reports, monthly performance reports, timelines, and management plans
- Advised on budgets, forecasts, monthly performance reports, timelines, and management plans
- Advised on new business opportunities and closing executions
- Trained and mentored team members
- Trained team members in preparing offering memorandums, investment prospectus, presentation materials, financial modeling, and other investment initiatives.
Senior Financial Analyst (Associate Level 2015-2017) Financial Accountant (Junior Level 2013 -2015)
ALSIS FUNDS
2013.09 - 2017.12
- Responsible for supervising the fund's accounting and financial planning and the valuation of the portfolio valued at over $300 million
- Quantitative and qualitative stress analysis of financial data to forecast revenue and cash flow
- Analyzed trends by doing statistical calculations such as regression analysis, sensitivity analysis, and Monte Carlo analysis
- Created, updated, and maintain data collection to perform investment analysis and valuations
- Developed financial models to analyze the investment's growth, risk, sensitivity, and stress case scenarios to ensure the investments' goals and deviations
- Developed and monitored investment reports tracking legal covenants and key performing indicators
- Performed the Fund's illiquid investment valuations based on statistical methods and financial theories
- Analyzed financial information such as financial ratios, financial statements, cash flow, discounted cash flow (DCF), Net Present Value (NPV), internal rate of return (IRR), payback periods, and durations
- Developed and monitored the fund's investment valuation policy
- Prepared and reviewed the Fund's financial accounting work for the funds, accounting treatment, and recommendations
- Prepared and monitored cash reconciliations and calculated management fees, and capital calls, among other LPA requirements
- Prepared the Investment Manager and Funds' financial forecasts and budgets
- Prepared and reviewed the funds' audit statements and coordinated with the auditors and fund administrators
- Prepared quarterly Investor's letters and financial reports for multiple private equity investors and OPIC.
Education
Ph.D. - Business Administration
Florida Atlantic University
Boca Raton, FL02.2024
Master of Science - Finance
Hult International Business School
London, EnglandBachelor of Science - Finance
Florida International University
Miami, FLSkills
- Financial Analysis Expertise
- Strategic Financial Planning
- Business Valuation Techniques
- Debt Financing Expertise
- Budgeting and Forecasting
- Capital Structure Optimization
- Cost Reduction Strategies
- Working Capital Management
- Quantitative Analysis
- Financial Management
- Economic Analysis
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Portuguese
Full Professional
Timeline
Fund Manger and General Partner
Private Equity Fund (Tech Sector)
2021.11 - Current
Portfolio Manager
Eureka Re
2019.02 - Current
Finance Director
Rainmaker Group LLC
2019.02 - Current
Private Equity Consultant
Mirsky Consulting
2018.01 - 2019.02
Senior Financial Analyst (Associate Level 2015-2017) Financial Accountant (Junior Level 2013 -2015)
ALSIS FUNDS
2013.09 - 2017.12
Ph.D. - Business Administration
Florida Atlantic University
Master of Science - Finance
Hult International Business School
Bachelor of Science - Finance
Florida International University
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