• 15+ years of accounting and auditing experience in a highly regulated environment (SEC filings and related research; 10-Q, 10-K, Broker-Dealers, etc.).
• A track record of increasing innovation and quality control, maintaining high standards of excellence.
• Respected leadership skills with experience training and motivating staff to work together as a team.
• Expertise in GAAP, financial statement preparation and financial analysis.
• Expertise in Microsoft Office, specifically with Excel (including use of pivot tables and advanced functions, as well as data integrity setup and lookups)