Manager of valuation teams providing specialized consulting to over 500 global clients. Skilled in delivering accurate valuation opinions for diverse applications, including financial reporting and tax compliance. Committed to enhancing firm efficiency through process improvements and innovative model development.
Overview
14
14
years of professional experience
Work History
Manager
Oxford valuation partners, inc
New York
05.2019 - Current
Leading and managing the entirety of the firm’s valuation engagements from diligence collection through report delivery and audit and SEC reviews.
Managing a valuation team responsible for providing specialized valuation consulting services to a portfolio of over 500 clients around the world, delivering hundreds of engagements for private companies, public companies, investment funds, and high net worth individuals to value intangible assets, equity, debt, derivatives, cryptocurrencies, and other instruments.
Delivering valuation opinions covering the full spectrum of valuation including IRC 409A, ASC 718, ASC805, trusts and estates, tax, financial reporting, and other purposes for individuals, families, law firms, private and public companies, and investment funds.
Forged strong partnerships with global clientele across diverse industries, including technology, healthcare, pharmaceuticals, and biotechnology, enhancing service delivery and client satisfaction.
Minimized valuation turnaround times by leveraging subject matter expertise, delivering accurate and insightful results within days, improving client responsiveness.
Increased firm efficiency by developing new policies and guidelines and creating model and report templates for various valuation projects, streamlining processes and enhancing consistency.
Presenting valuation conclusions and opinions to clients, colleagues, company boards, and valuation committees in an articulate and professional manner.
Manager
Economics Partners LLC
Tel Aviv
05.2012 - 05.2019
Drove economic consulting projects with competing deadlines to timely completion across two branch locations.
Developed budgets and proposals, optimizing daily workflows to enhance operational efficiency.
Empowered associates by providing expertise in current regulations, including Organisation for Economic Co-operation and Development (OECD) Guidelines, Base Erosion and Profit Shifting (BEPS), and United States tax reform.
Built a reputation for excellence in the delivery of valuation services for tangible and intangible assets, intellectual property (IP) migration, and estate and gift tax, as well as discount studies.
Empower associates as a comprehensive resource and expert in current regulations, including Organisation for Economic Co-operation and Development (OECD) Guidelines, Base Erosion and Profit Shifting (BEPS), and United States tax reform.
Develop budgets, create proposals, and optimize daily workflows.
Investigated emerging regulations to ensure compliant service delivery for multinational organizations worldwide.
VALENTIAM GROUP
Education
Accredited Senior Appraiser -
American Society of Appraisers
12-2022
Bachelor of Arts - Economics
University of Maryland College Park
College Park, MD
Skills
Valuation modeling and reporting
Financial modeling
Economic consulting
Transfer pricing strategies and analysis
Audit defense
Transfer pricing
Risk assessment and mitigation
Audit support
Team leadership
Risk assessment and mitigation
Ktmine intellectual property insights
Thomson Reuters Westlaw navigation
Project management
Intellectual property valuation
Legal research methods
Team leadership and delegation
Cross-functional management
Client engagement strategies
Publications
Transfer Pricing in Israel: A New Approach, Jonathan Lubick, Global Tax Weekly, Issue 102, 10/23/14
Transfer Pricing IP Valuation In Israel and Abroad: Is the Acquisition Price Method for Start-Ups Appropriate?, Lior Haddad, Jonathan Lubick, Global Tax Weekly, Issue 130, 05/07/15