Jehad Zatar
IT Auditor & Cybersecurity Auditor
Profile
Crypto, Blockchain & Web 3.0 Enthusiast
Jehad Zatar
CPA & IT Auditor
Resume
Education
University at Buffalo
Masters Degree, Accounting
Bachelor's Degree, Accounting
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2020 - 2021
2016 - 2020
I earned my Bachelor of Science in Accounting, which laid the foundation for my understanding of financial systems and auditing. Later, I pursued a Master’s in Accounting to deepen my expertise in advanced accounting principles, taxation, and financial reporting. These academic achievements have fueled my passion for problem-solving within financial frameworks and inspired my career trajectory toward integrating technology with accounting practices.
Employment
Tax and Advisory Consultant
Jehad Zatar, CPA
January 2023 – Present
- Provided tailored tax preparation and advisory services, developing customized strategies to optimize financial outcomes for clients.
- Conducted in-depth research to implement tax-saving strategies aligned with clients’ specific financial goals and compliance requirements.
- Delivered accurate and efficient bookkeeping services to small business owners, streamlining financial operations and enhancing decision-making.
- Created dashboards and reports to translate complex financial data into clear, actionable insights for clients.
- Proactively addressed client inquiries, fostering strong relationships and ensuring exceptional customer service.
- Demonstrated expertise in financial analysis and compliance, supporting clients in navigating regulatory requirements effectively.
JC Flooring LLC
Co-Founder
July 2023 – Present
- Scaled the business from $0 to $850K+ in annual revenue within its first year by managing operations, payroll, and scheduling for a consistent 3-crew team.
- Developed backend structures to maintain organized and secure client and project information, integrating Slack for streamlined team communication.
- Led direct client engagement, hiring, and subcontractor coordination to ensure project success.
Pricewaterhouse Coopers
Information Technology Auditor
May 2021 – May 2023
- Conducted integrated audits and SOC 1/SOC 2 engagements, evaluating IT controls and financial systems for compliance with GAAP principles and industry standards.
- Reviewed controls structured around SQL and database management to ensure data integrity, system security, and alignment with financial reporting requirements.
- Specialized in high-risk engagements involving blockchain technology and digital assets, analyzing complex systems and contributing to control documentation.
- Assessed IT General Controls (ITGCs) and Application Controls, identifying vulnerabilities and providing actionable recommendations to enhance system security and efficiency.
- Collaborated with cross-functional teams and executive stakeholders to address complex challenges and develop innovative process optimization solutions.
- Took a leadership role in mentoring associates, delegating tasks, and fostering a culture of collaboration to ensure successful delivery of audit objectives.
- Utilized data-driven methodologies to improve audit effectiveness and inform risk mitigation strategies.
Manager Financial Analyst, Operations
Olivo LLC
June 2022 – Present
- Spearheaded the transformation of a local restaurant business, increasing annual revenue from $120K to $3.8M by optimizing operational workflows, modernizing payment systems, and implementing data-driven strategies.
- Launched and managed e-commerce platforms to expand revenue streams and enhance financial oversight through improved digital operations.
- Streamlined financial record management, enabling accurate tracking, reporting, and strategic decision-making for operational growth.
- Boosted customer engagement by growing the business’s Facebook following to over 21,000 active users through targeted social media marketing campaigns.
- Identified process inefficiencies and introduced scalable solutions to optimize resource allocation and operational performance.
- Collaborated with cross-functional teams to align financial strategies with business goals, driving sustainable growth and profitability.
Experienced Real Estate & Construction Tax Contractor
Baker Tilly
May 2023 – August 2023
- Prepared partnership, S-Corp, and individual tax returns, ensuring compliance with tax regulations while minimizing client liabilities.
- Leveraged in-depth knowledge of tax laws to develop tailored tax solutions aligned with client-specific goals and circumstances.
- Managed a diverse portfolio of accounts, delivering accurate and timely tax filings while maintaining strong client relationships.
- Conducted detailed reviews of financial data to identify tax-saving opportunities and optimize client outcomes.
- Collaborated with cross-functional teams to address complex tax issues and provide actionable recommendations for compliance and strategy improvements.
Graduate Teaching Assistant
University at Buffalo
September 2020 – May 2021
- Collaborated with faculty and administrative staff to foster a productive and engaging learning environment for students.
- Partnered with the teaching team to plan and execute recitation agendas, ensuring alignment with course objectives and assessments.
- Instructed over 160 students in Managerial Accounting and Advanced Audit, leading four weekly classroom sessions and delivering complex concepts in a clear and accessible manner.
- Demonstrated strong communication, organizational, and leadership skills while managing classroom dynamics and addressing diverse student needs.
- Provided academic support to students through office hours, reinforcing learning outcomes and enhancing student performance.
Notable Projects
Utility Token Development
Binance Blockchain
May 2021
- Created a utility token with robust tokenomics, including reflections, liquidity pool management, and burn mechanisms.
- Designed and implemented a secure ecosystem fund for ongoing growth.
Cybersecurity Certification Project
- Completed Coursera’s Cybersecurity and Cryptocurrency Auditor programs, gaining hands-on experience with auditing cryptocurrency platforms and enhancing security frameworks.
I have undertaken notable projects that showcase my technical expertise and innovative mindset. In May 2021, I developed a utility token on the Binance Blockchain, incorporating advanced tokenomics such as reflections, liquidity pool management, and burn mechanisms while designing a secure ecosystem fund to support sustainable growth. Additionally, I completed cybersecurity-focused certifications through Coursera, including Cybersecurity and Cryptocurrency Auditor programs, gaining practical experience in auditing cryptocurrency platforms and fortifying security frameworks. These projects highlight my ability to integrate technical skills with strategic thinking to deliver impactful solutions.
Leadership & Activities
Research Study Performed
PwC
March 2022
- Conducted an in-depth research study in collaboration with PwC focusing on “Risk Management and Controls + Digital Assets: Building the trust that moves you forward.”
- Explored opportunities for companies in leveraging blockchain technologies and digital assets, including tokenization, crypto payments, cross-border transactions, NFTs, and new product offerings.
- Contributed to the continuous learning culture by sharing insights on the risks and controls associated with digital assets.
- Adapted risk management approaches to address the dynamic nature of the digital assets industry.
AICPA Committee
July 2021 – Present
- Participate in current events and newly released regulatory standards released by AICPA.
- Connected with other AICPA members for networking and forecasting the future of Audit/Accounting.
Blockchain & AI 2021 Hackathon Mentor
TH.o
May 2021
- Assisted teams and provided feedback on ideas and solutions with personal experience.
- Connected with other leaders in the crypto world and discussed the future of the tech industry.
Additional Information
Finance Transformation and Analysis Expertise: I bring extensive experience in financial analysis and transformation, evidenced by my success in leading projects to optimize financial processes, streamline operational workflows, and implement scalable solutions that have significantly improved revenue and operational efficiency.
Technical Proficiency in Financial Systems: My experience includes assessing financial data systems and controls, with exposure to SQL-driven structures and system integration. I have worked to ensure data integrity and alignment with financial reporting requirements, contributing to system enhancements and robust process designs.
Collaboration with Cross-Functional Teams: I have a proven ability to collaborate across Finance, IT, and Operations teams to address complex challenges. I have led initiatives that modernized payment systems, implemented e-commerce platforms, and optimized financial reporting processes, working with diverse stakeholders to achieve impactful outcomes.
SOX Compliance and Controls Expertise: My work includes Sarbanes-Oxley (SOX) compliance engagements, focusing on evaluating IT General Controls (ITGCs) and Application Controls to ensure operational and financial reliability. My familiarity with risk management frameworks and GAAP principles supports my contributions to financial system assessments.
Data-Driven Decision-Making: I have conducted research and delivered insights on cutting-edge topics, such as blockchain technology and digital assets, leveraging data-driven methodologies to inform risk management strategies and process improvements.
Continuous Learning and Adaptability: My proficiency in reading SQL code, ongoing upskilling in SQL, and exploration of Python programming highlight my adaptability and commitment to advancing technical expertise. These skills enable me to analyze datasets, identify optimization opportunities, and drive innovation in financial systems and processes.
Programming Skills
I am proficient in reading SQL code and continually enhancing my skills in this area to better analyze and understand database structures and controls. Additionally, I am expanding my technical expertise by learning Python, enabling me to tackle more advanced data analysis and automation tasks.
Technical Skills
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Captured Moments
Explore a collection of my favorite moments, from adventures in nature to cherished memories with my wife. Each photo tells a story of beauty, connection, and the joy of life's journey.
