Microsoft word
Avi Grossman
Management Consultant
North York,ON
Summary
Results-driven Management Consultant excited to help companies improve operational efficiency, team productivity and employee motivation. Hands-on leader with exceptional organizational, critical thinking and prioritization skills. Possessing multiple years of business experience and a passion for contributing to business success.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Director of Investor Relations
Brass Enterprises Inc.
Toronto, Ontario
05.2021 - 06.2022
- In charge of initiating and overseeing all aspects of 6 different equity raises for multimillion-dollar multi-family properties.
- Discovered and implemented new techniques to onboard investors.
- In charge of investors' monthly distributions and resolved long-standing problems with the distribution process.
- Monitored company portal to keep investor information updated.
Increased customer satisfaction by resolving issues. - Developed and maintained courteous and effective working relationships.
- Identified issues, analyzed information, and provided solutions to problems.
- Managed and trained staff and led team projects.
- Offered friendly and efficient service to investors while handling challenging situations with ease.
Dealing Representative
Belco Private Capital
Toronto, Ontario
04.2021 - 06.2022
- Ensured all material disseminated from Brass Enterprises
to investors was in accordance with OSC (Ontario
Securities Commission) Guidelines. - Drafted and approved multiple business presentations for
investors. - Distributed and reviewed over 500 Partnership and Subscriptions Agreements.
- Worked with lawyers and accountants to ensure
that all documents were accurate and high-quality. - Spoke to investors to evaluate their eligibility for
upcoming investments. (KYC forms) - Provided successful work within tight deadlines and a
fast-paced atmosphere. - Created plans and communicated deadlines to complete
projects on time. - Led projects and analyzed data to identify opportunities
for improvement.
Manager, Financial Reporting
Brass Enterprises Inc.
Toronto, Ontario
01.2020 - 04.2021
- Accomplished multiple tasks within established
timeframes. - Assisted accounting in creating over 5 adjusted cost base
schedules and withholding tax schedules for Canadian
investors. - Worked with our accountant and controller to analyze and
make adjustments to our year-end files spanning over 10
companies. - Head of accounts payable and very involved with
accounts receivables. - Assisted various accountants and Investors with
tax-related questions. - Tracked and analyzed quarterly financial data for multiple
properties.
Analyst and Assistant Controller
Brass Enterprises Inc.
Toronto, Ontario
01.2019 - 12.2019
- Head of day-to-day banking operations.
- Created over 30 reconciliation reports on monthly basis.
- Assisted with building of Brass' investor portal.
- Helped organize and distribute Canadian and US tax
forms. - Discovered root causes of problems and identified
appropriate solutions.
Analyst
Awz. Ventures
Toronto, Ontario
07.2018 - 10.2018
- Conducted research on over 100 Cyber Security companies, Venture capital firms, and emerging
technologies. - Participated in drafting and editing companies
newsletters. - Assisted in creating financial budgets.
- Organized and recorded sensitive documents.
Tech Researcher
BREAKING SPORTS
Toronto, Ontario
06.2015 - 09.2015
- Assisted with programming.
- Conducted research on multiple projects.
- Developed business objectives daily, weekly, and monthly.
- Improved operations through consistent hard work and dedication.
- Maintained excellent attendance record, consistently arriving to work on time.
Education
Bachelor of Science - Finance
Touro College
New York 09.2015 - 06.2018
Talmudic Philosophy And Religious Traditions.
ADERES HATORAH
Jerusalem, Israel 05.2001 -
Canadian Securities Course - Financial Services
Canadian Securities Institute
Toronto, ON 10.2018 - 01.2019
Technical Analysis
Canadian Securities Institute
Toronto, ON 05.2020 - 07.2020
Skills
Creative thinking
Software
Microsoft Excell
Microsoft Powerpoint
Adobe Acrobat
Timeline
Director of Investor Relations
Brass Enterprises Inc.
05.2021 - 06.2022
Dealing Representative
Belco Private Capital
04.2021 - 06.2022
Technical Analysis
Canadian Securities Institute
05.2020 - 07.2020
Manager, Financial Reporting
Brass Enterprises Inc.
01.2020 - 04.2021
Analyst and Assistant Controller
Brass Enterprises Inc.
01.2019 - 12.2019
Canadian Securities Course - Financial Services
Canadian Securities Institute
10.2018 - 01.2019
Analyst
Awz. Ventures
07.2018 - 10.2018
Bachelor of Science - Finance
Touro College
09.2015 - 06.2018
Tech Researcher
BREAKING SPORTS
06.2015 - 09.2015
Talmudic Philosophy And Religious Traditions.
ADERES HATORAH
05.2001 -
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