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Thomas Bachrach

Thomas Bachrach

Lower Gwynedd, United States
Member since October 24, 2016
Tom is the founder of PFH Capital, a single family office and financial consultancy, as well as a CFA charterholder. He has extensive experience across the financial spectrum—from bottom-up accounting and reporting to top-down analysis and valuation. He enjoys freelancing in order to work with a wide variety of clients. After graduating Cornell, Tom spent half a decade in Cairo, Egypt reporting to the CFO of a multinational construction firm.
Thomas is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Software Expertise
  • Microsoft Excel
  • Microsoft PowerPoint
  • Morningstar
Other Expertise
  • DCF Valuation
  • Egypt
  • Forecasting
  • Microsoft Visio
  • United States
Employment
  • Principal
    2014 - PRESENT
    PFH Capital, LLC
    • Worked as an investment adviser offering value-oriented, actively managed investment accounts. Currently closed to non-family funds.
    • Researched and invested on both the long and short side across multiple asset classes—including common and preferred equity, fixed income, exchange traded products, warrants, options, and contingent value rights. Emphasized traditional value, growth at a reasonable price (GARP), and special situation strategies..
    • Provided financial planning and investment analysis for local clients—primarily in the real estate market.
    Focus areas: Valuation, Business Plan Development, Comparable Company Analysis, Capital Structure Analysis, Equity Research, Investor Communications, Portfolio Analysis
  • Finance Director
    2009 - PRESENT
    Faded Red | Cornell University Rugby Alumni Association
    • Directed financial operations as a volunteer.
    • Increased fundraising 2300% between 2009 and 2014.
    • Launched a major endowment push in 2016.
    Focus areas: Fundraising, Financial Reporting, Accounting, Financial Planning & Analysis (FP&A), Budgeting, Business Plan Development
  • Financial Consultant
    2010 - 2018
    Contrack Watts, Inc
    • Reported to the CFO—performing financial reporting, budgeting and analysis functions.
    • Coordinated consolidated financial reporting from monthly internal management accounts to annually audited financials.
    • Managed the monthly “outlook” forecast and annual budget process used by management to monitor financial results and establish strategic direction.
    • Prepared corporate indirect billing rates used for the US government and Department of Defense contracts and coordinated associated DCAA audits and other inquiries.
    • Worked on special projects on behalf of the CFO as required in support of corporate level initiatives, e.g., the acquisition of the $700 million US construction firm (Weitz), corporate restructuring, IT implementation, and more.
    Focus areas: Financial Planning & Analysis (FP&A), Budgeting, Financial Reporting, Financial Modeling, Variance Analysis, Audit Management, Three Statement Operating Model, Revenue & Expense Projections, Cost Reduction and Optimization, Accounting, Profitability Analysis, Data Analysis, Ratio Analysis
  • Budgeting & Reporting Manager
    2006 - 2010
    Orascom Construction Industries
    • Based at the corporate headquarters in Cairo, Egypt.
    • Launched the monthly “outlook” forecast and annual budget process currently used across the $1.9 billion international construction group.
    • Coordinated the implementation of a shared service accounting operations center in Dubai to support offshore operating entity accounting and reporting.
    Focus areas: Financial Planning & Analysis (FP&A), Budgeting, Financial Reporting, Financial Modeling, Revenue & Expense Projections, Accounting, Profitability Analysis, Data Analysis, Ratio Analysis, Three Statement Operating Model, Audit Management, Variance Analysis
  • Business Analyst
    2005 - 2006
    Contrack International, Inc.
    • Reported to the corporate controller—providing accounting reconciliation and audit support.
    • Coordinated the US procurement for a $60M operation and maintenance project based in Egypt.
    Focus areas: Accounting, Financial Reporting, Procurement, Audit Management
Education
  • Chartered Financial Analyst (CFA) in Finance
    2012 - 2014
    CFA Institute - Philadelphia, PA, USA
  • Bachelor's degree in Economics
    2001 - 2005
    Cornell University - Ithaca, NY, USA
  • Intensive Study in Arabic Language
    2004 - 2004
    American University in Cairo - Cairo, Egypt
Certifications
  • Chartered Financial Analyst (CFA)
    AUGUST 2014 - PRESENT
    CFA Institute
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