Jason Goldstein

• Maintained and processed invoices, deposits, and money logs.
• Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
• Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
• Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
• Completed payroll for employees and maintained detailed records of procedures.
• Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
• Reconciled and corrected issues with financial records.
• Generated detailed financial reports for management review, facilitating informed decisionmaking.

• Managed payroll processing, ensuring employees were accurately compensated in a timely manner each pay period.
• Reviewed and processed client electronic payments and check deposits.
• Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
• Maintained accurate financial records, ensuring compliance with regulatory requirements and company policies.
• Assisted in the preparation of monthly financial reports, highlighting key performance indicators for management review.
• Maintained up-to-date knowledge of accounting regulations, applying best practices when executing daily bookkeeping tasks.
• Streamlined financial processes by implementing efficient bookkeeping systems and software.

• Developed and managed time-management reporting tools for C-Suite

• Developed risk reporting tools for top 50 hedge funds.
• Developed and managed time management reporting tools for in house management
• Hired, trained, and managed team of 10 risk analysts

• Developed risk reporting tools for top 50 hedge funds.
• Developed and managed time management reporting tools for in house management
• Hired, trained, and managed team of 10 risk analysts

Traded equities and options for personal account

Hired, trained, and managed trading desk of 30 traders, managing 50+million

Conducted weekly Q&A training seminars for younger traders