Jonina Friedman Email & Phone Number
Senior Manager, Family Office and CAS Leader @ Navolio & Tallman LLP
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Jonina Friedman Location
- San Francisco, CA, US
Jonina Friedman Work
- Senior Manager, Family Office and CAS Leader @ (November 2023 - Present)
- Director, Client Services Accounting @ (September 2020 - June 2023)
- Vice President, Client Treasury and Reporting @ (December 2019 - September 2020)
- Co-Head, Client Treasury and Reporting @ (January 2019 - December 2019)
- Family Office Controller @ (May 2018 - January 2019)
- Corporate Accounting Manager @ (June 2015 - May 2018)
- Assistant Controller @ Fillmore Capital Partners, LLC (August 2010 - June 2015)
- Senior Associate @ (September 2006 - March 2010)
Jonina Friedman Education
- Gies College of Business - University of Illinois Urbana-Champaign
B.S. (Accountancy)
2002-2006 - Stevenson High School, Lincolnshire, IL 1998-2002
Jonina Friedman Skills
- Consulting
- Microsoft Excel
- Highly motivated self-starter
- Accounting
- Highly detail oriented
- Work Well Independently
- Analytical Skills
- Teamwork
- Spreadsheets
- Financial Reporting
- Problem Solving
- Client Services
- Account Reconciliation
- Superior Client Service
- Reconciliations
- Financial Statements
- Variance Analysis
- Accounting Standards
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Annual Budgeting
- Balance Sheet Review
- Balance Sheets
- Big-Picture Thinking
- Capital Expenditures
- Cash Flow
- Certified Public Accounting
- Close Process
- Communication
- Consolidated Financial Statements
- Cost Savings
- Cross-functional Team Leadership
- Data Analysis
- Financial Analysis
- Financial Operations
- Financial Planning
- Fixed Assets
- Internal Controls
- Internal Financial Reporting
- Investment Accounting
- Investment Analysis
- Invoicing
- Month-End Close Process
- Operational Efficiency
- Operations
- Quarterly Reporting
- Shared Services
- Strategy
- Team Culture
- U.S. Generally Accepted Accounting Principles (GAAP)
Jonina Friedman Summary
- Jonina Friedman, based in San Francisco, CA, US, is currently a Senior Manager, Family Office and CAS Leader at Navolio & Tallman LLP. Jonina Friedman brings experience from previous roles at Fremont Group and ICONIQ Capital. Jonina Friedman holds a 2002 - 2006 B.S. in Accountancy @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Consulting, Microsoft Excel, Highly motivated self-starter, Accounting, Highly detail oriented and more. Jonina Friedman has 3 emails and 1 mobile phone numbers on RocketReach.
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