Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
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Julian Behar

Los Angeles,CA

Summary

Analytical and strategic CFO with seven years of experience in financial management and planning. Expert in shaping strategic vision, developing comprehensive budgetary plans, and aligning financial performance with goals, budgets, and forecasts. Skilled in identifying and mitigating financial risks, with a strong command of risk management practices and data analysis/forecasting methods. Proven track record of driving financial performance and strategic growth. Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in accounting, finance and mergers and acquisitions to grow market and sales

. Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

34
34
years of professional experience

Work History

Managing Director CFO & Transaction Services

Buxbaum HCS LLP
01.2015 - Current
  • Managed financial operations for diverse industries as Interim CFO and CFO advisory role, focusing on pre-sale preparation and post-sale integration
  • Led financial reporting, M&A activities, and strategic planning, ensuring compliance and optimal performance
  • Enhanced sale conditions by identifying cost savings and revenue strategies during sell-side processes
  • Executed post-transaction integration, reducing month-end close from three weeks to two days
  • Negotiated financing and significantly increased sale prices through pro forma add-backs
  • Reduced operational costs by 20% through streamlined processes and advanced accounting software
  • Improved EBITDA margin by 15% through operational efficiency optimization
  • Managed a diverse team of 23 professionals across 7 locations
  • Cut operational costs by 8% across 2 major projects, resulting in $0.6 million in annual savings
  • Enhanced client profitability by 12% by implementing robust financial strategies
  • Oversaw budgeting projects with cumulative budgets of $8 million per quarter
  • Revamped financial strategies increasing EBITDA by 12.5% by leveraging cost accounting insights
  • Increased financial reporting accuracy by approximately 20% by automating budget forecasting processes
  • Realigned strategic planning approach, improving company EBITDA by 8% in one year
  • Reduced budget discrepancies by 30% by implementing precise forecasting methodologies
  • Improved cost savings for clients, resulting in a 15% reduction in overhead expenses
  • Successfully reduced operational costs by $0.4 million annually by streamlining financial processes and renegotiating vendor contracts.
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Oversaw successful acquisition and integration of competitor, significantly increasing market presence and product diversity.
  • Assisted in recruiting, hiring and training of team members.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Financial Consultant

RGP LLP
01.2011 - 01.2015
  • Provided financial and accounting services to clients including divestiture and carve out, closing balance sheet, financial statement preparation and SEC reporting for newly acquired or disposed of entities
  • Assisted with the financial aspects of a sale of the business and established financial policies, practices and procedures for functional areas of accounts receivable, accounts payable, general accounting, budgeting and financial reporting
  • Prepared carve out financial statements, transitional service agreement terms and conditions, and addressed operational issues arising from the separation of business
  • Provided subject matter expertise including mergers and acquisitions, technical accounting, analytical, and project management consulting to support divestiture
  • Prepared carve out financial statements in preparation to sell a business unit
  • Worked with management to identify the components and methodology to determine and allocate expenses based on time, hours, or headcount (e.g., shared services, stock options, pension)
  • Oversaw purchase accounting entries and purchase price allocations for opening balance sheets
  • Responsible for IFRS conversion and preparation of consolidated financial statements of acquired entities under IFRS and US GAAP
  • Performed accounting research and authored position papers related to the accounting treatment of transactions
  • Responsible for the SEC reporting and preparation of 8-K, 10-K, and 10-Q financial statements and filings arising from the acquisition of a business.
  • Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.

Partnership

APOLLO DEVELOPMENT GROUP
01.2009 - 01.2011
  • Real estate partnership
  • Responsible for overall project management for research and renovation projects including pro forma analysis, financial management, securing financing and engaging contractors, architects and construction companies.
  • Negotiated mutually beneficial contracts with partners, ensuring long-term collaboration and success.
  • Identified potential partners through thorough market research and networking events, resulting in new business opportunities.

Director, Transaction Services

KPMG LLP
01.2000 - 01.2009
  • Provided merger and acquisition due diligence services to financial and strategic buyers in US and Latin America
  • Assisted clients in financial services, consumer products, manufacturing, beverage, advertising, cable and television, oil and gas for acquisitions in US and Latin America
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.
  • Optimized staff performance by designing comprehensive training programs tailored to individual needs.

Audit Manager

KPMG LLP
01.1991 - 01.1999

Audit manager responsible for overseeing and managing the audit process

  • Managed a team of auditors, ensuring accurate and timely completion of audit projects.
  • Maintained up-to-date knowledge on accounting standards and best practices to ensure high-quality audit results were delivered consistently.
  • Implemented risk-based auditing strategies, resulting in better identification of potential issues.

Education

BA, Accounting Certified Public Accountant - Accounting And Finance

Universidad De Buenos Aires
Buenos Aires, Argentina
07.1991

Skills

  • Financial Reporting
  • Strategic Planning
  • Budgeting & forecasting
  • Cost accounting
  • Shared Services
  • Staff Management
  • Team Collaboration
  • Business Planning
  • Business Development
  • Financial Management
  • Acquisitions and Mergers
  • Cost Reduction
  • Certified Public Accountant (CPA)

Languages

Spanish
Native or Bilingual

Timeline

Managing Director CFO & Transaction Services

Buxbaum HCS LLP
01.2015 - Current

Financial Consultant

RGP LLP
01.2011 - 01.2015

Partnership

APOLLO DEVELOPMENT GROUP
01.2009 - 01.2011

Director, Transaction Services

KPMG LLP
01.2000 - 01.2009

Audit Manager

KPMG LLP
01.1991 - 01.1999

BA, Accounting Certified Public Accountant - Accounting And Finance

Universidad De Buenos Aires
Julian Behar