Thomas Bachrach, Finance Expert in Lower Gwynedd, United States
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Thomas Bachrach

Verified Expert  in Finance

Finance Expert

Location
Lower Gwynedd, United States
Toptal Member Since
October 25, 2016

Tom is the founder of PFH Capital, an investment adviser and financial consultancy. He has extensive experience across the financial spectrum—from bottom-up accounting and reporting to top-down analysis and valuation.

Financial ModelingFinancial Planning & Analysis (FP&A)Financial ReportingChartered Financial Analyst (CFA)ValuationEquity ResearchProject FinanceProfitability AnalysisComparable Company AnalysisRevenue & Expense ProjectionsFundraisingReal Estate

Career Highlights

Principal
PFH Capital, LLC

Education Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
Cornell University

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

Trustee

2018 - PRESENT
The Baldwin School
  • Volunteered on the board of trustees, serving on finance and audit committees.
Focus areas: Management, Audits, Accounting, Corporate Finance

Principal

2014 - PRESENT
PFH Capital, LLC
  • Worked as an investment adviser with experience 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.
  • Provided financial planning and investment analysis for local clients—primarily in the real estate market.
Focus areas: Portfolio Analysis, Investor Relations, Equity Research, Capital Structure Analysis, Comparable Company Analysis, Business Planning, Valuation

Board Member

2009 - PRESENT
Faded Red | Cornell University Rugby Alumni Association
  • Directed the financial operations as a volunteer.
  • Increased fundraising 2300% between 2009 and 2014.
  • Launched a major endowment push in 2016.
Focus areas: Business Planning, Budgeting, Financial Planning & Analysis (FP&A), Accounting, Financial Reporting, Fundraising

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: Ratio Analysis, Data Analysis, Profitability Analysis, Accounting, Cost Reduction & Optimization, Revenue & Expense Projections, Three-statement Modeling, Management, Audits, Analysis of Variance (ANOVA), Financial Modeling, Financial Reporting, Budgeting, Financial Planning & Analysis (FP&A)

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: Analysis of Variance (ANOVA), Management, Audits, Three-statement Modeling, Ratio Analysis, Data Analysis, Profitability Analysis, Accounting, Revenue & Expense Projections, Financial Modeling, Financial Reporting, Budgeting, Financial Planning & Analysis (FP&A)

Business Analyst

2005 - 2006
Contrack International, Inc.
  • Reported to the corporate controller—providing accounting reconciliation and audit support.
  • Coordinated the US procurement for a $60 million operation and maintenance project based in Egypt.
Focus areas: Management, Audits, Procurement, Financial Reporting, Accounting
2012 - 2014

Chartered Financial Analyst (CFA) in Finance

CFA Institute - Philadelphia, PA, USA

2001 - 2005

Bachelor's Degree in Economics

Cornell University - Ithaca, NY, USA

2004 - 2004

Intensive Study in Arabic Language

American University in Cairo - Cairo, Egypt

AUGUST 2014 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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