Senior Financial Analyst
This strong Senior Financial Analyst with a bachelor’s degree in Accounting has 8 years of experience in various accounting roles and is currently studying for the CPA exam. Recent experience includes leading audit engagements for a CPA firm performing a great deal of analysis. Industry experience includes public accounting and nonprofits. Systems experience includes QuickBooks, NetSuite Sage, Caseware, Prosystems and advanced Excel.
Additional qualifications include:
- Managed financial services and investment clients including PE firms, banks, broker-dealers, etc.
- Led quarterly and annual audits of clients
- Prepared financial reports and tax returns, researched footnote disclosures, conducted detailed financial and trend analysis and built forecasts