Jason Brodsky, MBA
Customer Success Team Lead @ Trullion
United States
New York
Accounting
Accounting, Solution Implementation, Business Development, Customer Success, Microsoft Excel, Public Speaking, Presentations
Experience

Business Consulting and Technology Analyst
New York, New York
• Provide valuable insight to clients related to managing risk and improving business performance • Assist clients in mitigating risk and executing on opportunities from a financial, process, and technology perspective • Implement proper corporate governance framework and compliance practices for private equity client with over $70b in Assets Under Management • Collaborate daily with Senior Managers to improve client operations and enhance profitability

Finance, Accounting, and Tax Intern
New York, New York
• Prepared financial statements for prospective and current investors based on quarterly results of private equity dealings • Managed international expense allocations by working with Accounts Payable teams to reconcile accounts • Summarized quarterly data for clients and internal upper management after analyzing private equity transactions and balance sheet • Completed and reviewed quarterly reporting for SEC and BEA by meeting with accounting teams to confirm accuracy across all global corporate affiliates • Tracked current and upcoming private equity deals and their related fees to ensure proper stream of revenue
Jason Brodsky, MBA's Contact Information
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