Open to opportunities

Yosef Kosofsky

@yosefkosofsky

I manage client relationships, portfolio finances, and vendor performance across complex real estate and investment operations.

United States

Message

At DAISY, I manage owner and board relationships across a 275-building, 5,000+ unit New York City portfolio, reviewing operating statements, budgets, and variance reports to surface risk and support decisions. I oversee outsourced managers and vendor workflows, helping deliver over $500K in annual savings through rebids.

Previously, I represented a family office's $5M investment at Happy Howl, helping grow annual revenue from $1M to $10M in twelve months. My experience also includes managing Fortune 500 enterprise accounts and real estate operations at WeWork, alongside international stakeholder and donor relationships at the Talmudic Institute of Jerusalem.

Experience

Work history, roles, and key accomplishments

Current

Portfolio Specialist

Current

Daisy

Apr 2026 - Present (6 months)

Serve as primary point of contact for owners and boards across a 275-building, 5,000+ unit portfolio, conducting financial reviews and overseeing outsourced managers. Delivered over $500K in annual savings through vendor rebids.

Financial Analysis Budgeting Variance Reporting Vendor Management Customer Relationship Management Excel Appfolio Salesforce Power BI Tableau

Growth & Finance Lead, Investor Representative

Happy Howl

Apr 2025 - Apr 2026 (1 year)

Served as principal point of contact for a family office, delivering monthly reporting on budgets and unit economics. Executed the business plan, growing annual revenue from $1M to $10M in twelve months.

Financial Reporting Budgeting Unit Economics Investor Relations Business Planning Excel Salesforce HubSpot

Senior Lecturer & Program Manager

Talmudic Institute of Jerusalem

Mar 2021 - Apr 2025 (4 years 1 month)

Managed relationships with 100+ international stakeholders and donors, generating $350K in incremental capital. Designed and delivered 30+ workshops on leadership development and executive communication.

Stakeholder Management Fundraising Workshop Design Leadership Development Communication Skills Program Management

Asset Manager, Real Estate Portfolio & Enterprise Accounts

WeWork

Jan 2018 - Mar 2021 (3 years 2 months)

Managed a Fortune 500 account portfolio averaging $570K in contract value, securing $1.7M in annual renewals and driving 30% expansion. Owned operating budget and monthly P&L for a 30,000 SF location, and sourced and negotiated vendor contracts.

Account Management Budgeting P&L management vendor negotiation Contract Renewal Salesforce Excel Power BI