Where does Jerrit Anderson work?

Jerrit Anderson is FP&A, Portfolio Operations at Kingswood.

Where did Jerrit Anderson go to school?

Jerrit Anderson studied at D'Amore-McKim School of Business at Northeastern University (Bachelor of Science (BS), Dual Major: Finance & Accounting); ACT - American College of Thessaloniki (Northeastern University Study Abroad Program).

Jerrit Anderson

Investor

FP&A, Portfolio Operations at Kingswood

Westlake Village, California, United States

Find your path to Jerrit

786 people in our graph share verified history with Jerrit — schools, employers, funds. One of them is your warm intro.

David PhuunlockedJerrit: together at PwC (2015–2016)

×10Jerrit: together at PwC

Jerrit: together at D'Amore-McKim School of Business at Northeastern University

About

Jerrit Anderson works in FP&A within Portfolio Operations at Kingswood Capital Management, focusing on financial planning, performance improvement, and operational analysis across the firm's portfolio companies. Before Kingswood, he was a consultant at Palm Tree, an M&A advisory firm, and earlier worked in PwC's private company assurance practice. He holds a dual Bachelor of Science in Finance and Accounting from Northeastern University and is an active CPA.

Experience

Kingswood Capital ManagementPortfolio Operationscurrent2026 — presentSeattle, WA
Palm Tree LLCVice President2024 — 2026Los Angeles, CA
Palm Tree LLCSenior Associate2021 — 2024
Palm Tree LLCAssociate2021
Palm Tree LLCSenior Analyst2020
PwCSenior Associate - Private Company Services (PCS) Assurance2019Greater Los Angeles Area
PwCAssociate - Assurance2017 — 2019
PwCIntern - Private Company Services (PCS) Assurance2016Los Angeles, California, United States
PwCIntern - Financial Services (FS) Assurance2015Boston, Massachusetts, United States
Liberty Mutual InsuranceFinancial Accounting Intern2014Boston, Massachusetts, United States

Skills & more

Financial Due Diligence1Management Reporting1Budgeting & Forecasting1Executive Reporting1Finance Transformation1Time Management5Financial Analysis3U.S. Generally Accepted Accounting Principles (GAAP)1Private Equity Portfolio Operations1Advanced Financial Modeling1EBITDA Improvement113 Week Cash Flow Forecasting1

+5 more

KPI DashboardingFinancial Planning and Analysis (FP&A)Microsoft WordMicrosoft ExcelMicrosoft Office

Languages Spanish

Certified Public Accountant — California Board of Accountancy

From Jerrit's professional profile.

Colleagues at Kingswood

Aaron Miki

Head of Tax at Kingswood

Aiden Gilbert

Associate at Kingswood

Alex Wolf

Founder and Managing Partner at Kingswood

Allister Aaron

Principal, Portfolio Operations at Kingswood

Andrea Wordlaw

Accountant at Kingswood

Andrew Kovach

Partner at Kingswood

Ben Palmer

Senior Associate at Kingswood

Bob Cirillo

Principal at Kingswood

Frequently asked questions

Who is Jerrit Anderson?: Jerrit Anderson works in FP&A within Portfolio Operations at Kingswood Capital Management, focusing on financial planning, performance improvement, and operational analysis across the firm's portfolio companies. Before Kingswood, he was a consultant at Palm Tree, an M&A advisory firm, and earlier worked in PwC's private company assurance practice. He holds a dual Bachelor of Science in Finance and Accounting from Northeastern University and is an active CPA.
Where does Jerrit Anderson work?: Jerrit Anderson is FP&A, Portfolio Operations at Kingswood.
Where did Jerrit Anderson go to school?: Jerrit Anderson studied at D'Amore-McKim School of Business at Northeastern University (Bachelor of Science (BS), Dual Major: Finance & Accounting); ACT - American College of Thessaloniki (Northeastern University Study Abroad Program).

Same school

Also attended D'Amore-McKim School of Business at Northeastern University45

Bruce SachsInvestor at CRV (Charles River Ventures)Kerry HullChief Financial Officer & Chief Operating Officer at CincyTech Nicholas AdamsManaging Partner at Differential Ventures Christian DesmarteauxDirector of Investor Relations at MPM BioImpact Gretchen McCareyChief Financial Officer at Castle Island Ventures Michael ChagnonVice President, Fund Finance at Bain Capital Crypto

+ 39 more

Also attended ACT - American College of Thessaloniki3

Felix NizetInvestment Team at Heal Capital Tess AlongeVice President at Hercules Capital, Inc.Antonije VelevskiCo-founder, former senior software engineer at Formus Labs

Shared employers

Also worked at Kingswood Capital Management26

Alex SmithVice President at NewRoad Capital Partners, LLC Alex WolfFounder and Managing Partner at Kingswood Michael NiegschPartner at Kingswood Andrew KovachPartner at Kingswood James RennaSenior Advisor, Portfolio Operations at Kingswood Ivane ChouPartner and Chief Financial Officer/Chief Compliance Officer at Kingswood

+ 20 more

Also worked at Palm Tree LLC4

Alec FengAssociate at Marlin Equity Partners Koby TsengInvestor at Innovius Capital Andrew SchmitzOperator at M13 Adit GoelAnalyst at Charlesbank Capital Partners

Also worked at PwC1,983

David PhuController at Felicis Ventures Jen WangDeal Operations Manager at Felicis Ventures Tianen LiangTax Controller at Felicis Ventures Aryo TehranianManaging Director at Mayfair Equity Partners Ane Tolnes HaugdalInvestor at Investinor EgilInvestor at Investinor

+ 1,977 more

Also worked at Liberty Mutual Insurance36

Riley PowersSenior Accountant at Congruent Ventures Michael ShewmakeStrategic Advisor at Springdale Ventures Mike MansellPrincipal at American Family Ventures Steve EllisInvestor at Silversmith Capital Partners Lisa RobidouxSenior Accountant at F-Prime Capital Partners Josh Hoffman-SennGeneral Partner at The MBA Fund

+ 30 more