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    Yoni Novak, CPA
    Senior Accountant

    Yoni Novak joined The CFO Squad as a Senior Accountant and is responsible for overseeing and preparing various engagements. He is adept at preparing financial statements, monthly reconciliations, and financial models for his clients. Yoni’s strong interpersonal and leadership skills allow him to take an active and effective role in streamlining and designing expert internal reporting for his clients.

    Yoni started his business career at Apex-Ventures LLC where he prepared financial statements for the company’s management, implemented QuickBooks financial reporting and inventory systems, and streamlined the company’s finances. Yoni’s leadership and knack for detail helped the company grow significantly. As an Expense Analyst at Morgan Stanley, Yoni and his team worked on the analysis of over one hundred million dollars in yearly expenses and helped generate millions of dollars in savings. During Yoni’s tenure at Morgan Stanley he expanded upon his already extensive knowledge of Microsoft Excel by assisting in template creation, Macro writing, and the extraction of information from large data sets.

    Yoni's experience and expertise include:
    • Advanced knowledge of Excel
    • Budgeting and Forecasting
    • Financial Modeling
    • SEC Filings
    • US Financial GAAP reporting

    Masters in Accounting at Fairleigh Dickinson University