Vice President, Head of Fund Finance - Transactions @ (May 2022 - February 2025)
Head of Private Equity Operations - North America, Managing Director @ (July 2020 - May 2022)
Managing Director, Co-Head of Private Equity Fund Admin - North America @ (September 2019 - June 2020)
Managing Director @ (September 2018 - August 2019)
Client Director @ (May 2017 - August 2018)
Client Director @ CARTA Fund Services, LLC (May 2014 - May 2022)
Director of External Reporting @ (November 2013 - May 2014)
Assistant Financial Controller, Vice President @ CRT Capital Group (February 2013 - November 2013)
Vice President @ CRT Capital Group (July 2011 - February 2013)
Senior Financial Analyst @ CRT Capital Group (September 2009 - July 2011)
Assistant Controller @ (May 2008 - September 2009)
Supervising Senior Associate @ (August 2004 - April 2008)
Brian Berkowitz Education
Quinnipiac University - School of Business
MBA (Finance)
2003-2004
Quinnipiac University - School of Business
BS (Accounting)
1999-2003
Great Neck North High School
Brian Berkowitz Skills
Financial Reporting
Due Diligence
Financial Analysis
Microsoft Excel
Financial Modeling
Finance
Equities
Process Improvement
Financial Accounting
Sarbanes-Oxley Act
Corporate Finance
Auditing
Accounting
US GAAP
Internal Controls
Bloomberg
Mergers & Acquisitions
SEC filings
Consolidation
Asset Management
Fixed Income
GAAP
Account Reconciliation
External Audit
Revenue Recognition
Variance Analysis
CPA
Big 4
Financial Services
Sarbanes-Oxley
Cash Management
Financial Statements
Securities
Strategic Financial Planning
Social Media
Sarbanes Oxley
Business Development
Sarbanes Oxley Act
Mergers and Acquisitions
Customer Service
Public Speaking
Project Management
Brian Berkowitz Summary
Brian Berkowitz, based in United States, is currently a Fund, Chief Financial Officer at Cambridge Associates. Brian Berkowitz brings experience from previous roles at General Atlantic and Alter Domus. Brian Berkowitz holds a 2003 - 2004 MBA in Finance @ Quinnipiac University - School of Business. With a robust skill set that includes Financial Reporting, Due Diligence, Financial Analysis, Microsoft Excel, Financial Modeling and more. Brian Berkowitz has 3 emails and 1 mobile phone numbers on RocketReach.
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