Elie Kurtz

CPA with 15+ years as a technical accounting leader delivering complex financial reporting, M&A transaction accounting (ASC 805 business combinations), lease compliance (ASC 842), revenue recognition (ASC 606), fair value measurements, NetSuite ERP implementations, internal controls, month-end close optimization, policy authoring, system integrations, and executive mentoring to drive scalable growth & compliance.

Senior Manager, Technical Accounting Consultant at Banzai International (2025-01 – Present)

Led technical accounting, NetSuite ERP implementation, control assessments, AI anomaly detection, and month-end close optimization to support scalable operations.

• Designed & piloted AI anomaly detection tools; accelerated revenue, payables, and journal entry reviews, & enhanced transaction monitoring & risk management.
• Directed full NetSuite ERP implementation; configured core modules, led legacy migration, automated reconciliations, and built executive dashboards to drive financial visibility and operational scalability.
• Accelerated month-end close through structured close calendar, reconciliation automation, tightened approval controls; improved timeliness, accuracy, and audit readiness.
• Partnered with FP&A to develop budget-to-actual reporting & rolling forecasts, presenting variance analysis & operational KPIs to leadership.

Technical Accounting Consultant at Apex Service Partners, Inc (2025-01 – 2025-12)

Managed accounting for 20+ asset acquisitions, purchase agreement analysis, intangible valuation, and audit-ready opening balance sheets.

• Led ASC 805 technical accounting for 20+ asset acquisitions; reviewed purchase agreements, identified/valued intangibles (customer relationships, tradenames, favorable leases), and prepared audit-ready opening balance sheets.
• Analyzed contingent consideration, deferred payments, and non-compete agreements; determined GAAP accounting treatment per contract terms & performance thresholds.

Senior Manager, Technical Accounting Consultant at Legend Biotech (2024-01 – 2025-12)

Provided technical accounting support for SEC filings (Form 6-K), IFRS/U.S. GAAP compliance, & complex lease analysis under IFRS 16.

• Prepared and reviewed SEC Form 6-K quarterly filings; ensured IFRS and U.S. GAAP compliance.
• Analyzed clinical manufacturing agreements under IFRS 16 for accurate lease accounting.
• Resolved complex technical accounting issues in collaboration with finance and external auditors.

Senior Manager at CBIZ MHM (2023-01 – 2023-12)

Directed high-fee PE fund audits, advised on ASC 842 lease compliance, conducted ASC 805 M&A analyses, & delivered technical training.

• Managed PE fund & portfolio company audits (>$1.5M annual fees); conducted IFRS & US GAAP audits with global team coordination.
• Advised on ASC 842 lease implementation/compliance and performed ASC 805 technical accounting analyses for M&A transactions.
• Developed and delivered internal trainings on ASC 470 complex debt instruments and covenant compliance.

Audit Senior Manager at Marcum (2022-01 – 2023-12)

Led entertainment/media audits, focused on royalties, ASC 928/926 compliance, IPO readiness, and technical accounting.

• Audited music publishers, labels, and streaming platforms; validated royalty revenue, licensing, and catalog amortization.
• Evaluated controls over digital distribution revenue, streaming royalties, and advance recoupments for media clients.
• Managed audit portfolios exceeding $1.3M annually for PE backed entertainment, media, and consumer goods companies; supported IPO readiness & authored technical memos on revenue recognition and financings.

Audit Senior Manager at CohnReznick LLP (2017-01 – 2021-12)

Lead PE fund audits focused on fair value & investment reporting, delivered IPO readiness advisory, and managed entertainment clients generating ~$1.23M combined annual fees. Supervised teams & grew practice via client acquisition & technical training.

• Led audits of PE funds & investee companies with emphasis on fair value & investment company reporting; generated ~$230K in revenue through client acquisition within entertainment practice.
• Delivered IPO readiness advisory, including financial statement preparation, SEC compliance, external counsel coordination, and internal trainings on ASC 926 and 946, and updated audit standards (SAS 134-140).
• Managed audit engagements, supervised analysts, conducted risk & internal control assessments, and generated ~$1M in annual fees.

Audit Manager at BDO USA LLP (2013-01 – 2017-12)

Promoted role managing audit engagements with supervision of teams and practice growth via client acquisition and technical training.

• Managed audit engagements, supervised analysts, conducted risk & internal control assessments, and generated ~$1M in annual fees.

Audit Senior at Rothstein Kass & Co. PC (2009-01 – 2013-12)

Audit Senior position.

Bachelor of Arts in Business Economics (Accounting Emphasis) – University of California-Santa Barbara (2009-05)