Fundraising Fox

Berat Rifati

Investor

Chief Financial Officer & Chief Compliance Officer at Heartwood

Norwalk, Connecticut, United States

About

CFO and Chief Compliance Officer who joined in 2018 as a Fund Controller. Previously a Senior Fund Accountant at Atlas Holdings and Senior Associate at KPMG.

Experience

  1. Heartwood PartnersChief Financial Officer and Chief Compliance Officercurrent2023 β€” present
  2. Heartwood PartnersController and Tax Manager2022 β€” 2023
  3. Heartwood PartnersFund Controller & Tax Manager2021 β€” 2022
  4. Heartwood PartnersFund Controller2018 β€” 2021Greater New York City Area
  5. Atlas Holdings LLCSenior Fund Accountant2015 β€” 2018Greater New York City Area
  6. KPMGSenior Tax Associate2013 β€” 2015Greater New York City Area
  7. Crane Co.Tax Accountant2011 β€” 2013Stamford, CT
  8. Chemtura CorporationIntern2009 β€” 2011Middlebury, CT

Education

  1. Western Connecticut State UniversityBachelor of Business Administration (B.B.A.), Accounting and Finance2006 β€” 2011

Skills & more

Partnership TaxationFund AccountingPrivate EquityCorporate TaxAccountingUS GAAPTax ResearchReal EstateFinancial StatementsFinancial AnalysisFinancial ReportingGenerally Accepted Accounting Principles (GAAP)
+6 moreInvestmentsFinancial ModelingVenture CapitalInternational Tax PlanningFinancial AuditsAuditing

Languages Albanian

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Colleagues at Heartwood