Boris Siperstein
Chief Financial and Operating Officer @Jewish Federation of Greater Houston
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WORK HISTORY
Chief Financial and Operating Officer @Jewish Federation of Greater Houston
Overseeing revamp of operating processes across the board, bringing an 80-year old staple of the philanthropic community, into modern workflow practices. Initiatives include: • partnering with CEO to revamp departmentally siloed culture, in favor of matrixed collaboration • revising entirety of financial data operations, including complete transition of accounting software to expanded reporting capabilities in SAGE Intacct accounting • oversight of two years of audited financials, with unqualified audit opinions on consolidated assets worth approximately $325M • deploying project management methodologies, empowering all staff with appropriate decision-making trust.and accountability • enabling stakeholder-centric workflow, by revisiting all supporting systems, most importantly including replacement of 10-year old CRM system, with an MVP scoped to launch within 9 months of project initiation • during first 11 months, as client-side liaison oversaw all aspects of construction contractor\'s work to erect new commercial building, shifting from 40-years of history in prior building into open-planned new space
EDUCATION
The Lauder Institute - University of Pennsylvania
MA, International Studies
The University of Texas at Austin
BBA, Finance, Business Honors Program
The Wharton School
MBA, Corporate Strategy and Operations
ABOUT BORIS SIPERSTEIN
25+ years’ of applying right-brain approaches to left-brain problems.driving strategic direction and operational excellence for impact-focused private and public organizations, as CEO/CFOO, Partner/Co-Founder, Investment Manager, and Board Advisor. Repeated success engaging diverse stakeholders and driving towards milestones with a social conscience at both the personal level, and instilled into the DNA of the organizations with which I\'ve engaged. All roles have directly interacted with the most senior to ground-level influencers, serving as fiduciary or executive on behalf of multi-billion-dollar fund managers, HNIs, sovereign wealth funds, large non-profits, and strategic divisions of corporate enterprises. This has been across numerous geographies and org sizes ranging from 5 to 120K+. AS CFOO AT JEWISH FEDERATION OF GREATER HOUSTON… In under two years, have handled multiple financial, operational, and leadership overhauls, while in first year erecting ground-up commercial building in under 12 months, during severe supply chain constraints. AS FOUNDER & PRESIDENT AT OMNIVORE MANAGEMENT SERVICES… Have advised or stepped in as CEO/CFO for technology/SaaS, healthcare, social impact, green energy, and non-profit entities. AS CFO/COO/PARTNER WITH LIGHTHOUSE FUNDS… Helped grow private equity firm from founding into leading lower-middle market equity funding source with $500+ million AUM. AS SVP WITH AUTISM SPEAKS. Led realignment of ground-level field operations group, responsible for 50% of $70M organizational revenue, delivering all pillars of organization\'s services through approximately 80-member team. AS PRESIDENT/COO WITH PROTEIN MATRIX… Led green-chemical manufacturer into 3 unrelated environmental impact verticals, from initial R&D and IP expansion to commercialization (including Series A financing, business development, operations, marketing, and production). AS MEMBER OF STRATEGIC BUSINESS UNIT AT EDS. Co-led all aspects of Russian JV, doubling expected EBITDA within 6 months, subsequently invited to investment team managing firm’s $1B technology investment fund. AS A BOARD MEMBER AND STRATEGIC BOARD ADVISOR… Over the past 15 years, worked with 7 organizations (both for-profit and non-profit), collectively impacting over 20 million lives. Bold strategist. Resourceful. Insightful. Innovative. Extremely solution and result oriented. Humble about the opportunities afforded me to be able to say these things. Wharton School - MBA Univ of Penn - MA Univ of Texas – BBA, Business Honors Program Fluent Russian; Basic Spanish
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