5828 Brittany Woods Circle

Louisville, KY 40222-5908

(502)426-3857

irvin@equilibriumpm.com

Irvin Louis Jaffe, CPA 
 

Personal Profile:

Executive Management

Accounting and Financial Management / Software Development and Installation / Business Transactions

A diligent executive with more than 35 years of business experience in management, accounting and growth strategies. Self-motivated with success in building and leading high performance organizations to develop and meet or surpass goals. Detail oriented finance and operations manager capable of adding value to the company by implementing cost saving processes and innovative solutions. I derive pleasure from the finding and development of workable solutions to complex problems.

Core competencies include:

  • Operations Management
  • Profit and Loss Analysis
  • Accounting
  • Financial Management
  • Microsoft Office
  • Personal Representation
  • Process Improvements
  • Troubleshooting/Problem Solving
 
 
  • Complex Purchases/Sales
  • Business Development
  • Government Contracting
  • Performance Monitoring
 

ACCOMPLISHMENTS

Accounting and Financial Management
Description:

Provide a wide range of accounting, financial, and sophisticated business management services to individuals, families, and related businesses.
Accomplishments: 

• Personally represented clients to other professionals including lawyers and bankers. • Prepared financial statements and analysis. • Provided management of client investments and a variety of fixed assets. • Managed bankruptcy of client and prepared complex monthly financial reports as required by trustee. • Paid client personal bills

 Skills:
  • General ledger accounting
  • Financial statement preparation
  • Business management and analysis
Software Development and Installation
Description:

Management, development and/or installation of automated manufacturing, inventory, and record keeping systems to improve quality and efficiency with related cost reduction.
Accomplishments: 

• Managed development and installation of manufacturing, billing, and inventory control system for large scale eyeglass and lens manufacturer. • Installed third party manufacturing and billing software for large counter-top manufacturer. • Developed and installed commission calculation software for telecom reseller. • Converted professional office to paperless documents system.

 Skills:
  • Software development
  • Software installation
  • Documentation
  • Data file design and construction
Complex Business Transactions
Description:

Provide a variety of sophisticated business skills to conduct complex business transactions resulting in successful completion.
Accomplishments: 

• Developed competitive bid governmental business for eyeglass and lens manufacturer. • Managed $3M cleanup of 27 acre dioxin contaminated EPA Superfund site. • Purchased and sold mega-yachts, private aircraft, and other high value vehicles. • Managed construction of $4M vacation home. • Purchased and sold numerous pieces of industrial real estate. • Initiated and maintained relationships with bankers, private lenders, and business partners. • Managed rental income, expenses, and maintenance of several pieces of industrial property. • Managed private collections including jewelry, wine, currency, and other collectibles.

 Skills:
  • Business development
  • Contract negotiation
  • Relationship development and management
  • Market knowledge
  • Financial knowledge and skills
  • Microsoft Excel
 

Professional Experience:

Equililbrium Personal Management, LLC.                     2002 -_Present

Professional multi-family office for high asset, high activity clients and others needing personal management

 

Owner/CPA

Successfully provide clients with a variety of workable solutions to complex problems involving business management, finances, asset management, and personal issues. Provide technical troubleshooting for manufacturing client issues such as third party software implementation, production control and other related issues.

 
Telecom Decision Makers                          2000 – 2002

A telephone communications company reseller

Controller and CFO

Responsible for software development, documentation design, and financial issues including commission calculation, accounts payable and receivable, financial statement preparation, payroll tax returns and cash management

 
MLC Holding, LLC                                                                1993 – 2000

A family office that provides business and personal management for a single high asset/high activity family

President and Treasurer

Successfully provided a high asset family with a variety of solutions to complex matters involving business management, finances, asset management, and personal issues.  Prepared accounting and financial statements for approximately 35 related companies.

Stemwood, Controller          1992 - 1993

Amick and Helm, CPAs, staff accountant       1990 - 1992

Tom Payette Jaguar and Rolls Royce, sales                                                            1985 – 1987

Dispensers Optical Service, Vice President, production and inventory control      1974 – 1985 
 
 

Education 

      • University of Cincinnati, Masters of Business Administration in Industrial Management
      • University of Louisville, Bachelors of Science in Commerce (Cum Laude)
      • University of Louisville, course work for CPA Certification

 

Certifications and Memberships

      • Commonwealth of Kentucky, Certified Public Accountant
      • Commonwealth of Kentucky, Licensed Optician
      • Kentucky Society of CPAs, Member
      • American Association of Daily Money Managers, Member