Open to opportunities

Daniel Osipov

@danielosipov

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Financial reporting associate with expertise in SEC compliance and analysis.

United States

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What I'm looking for

I seek a role that fosters professional growth and values collaboration.

I am a dedicated financial reporting associate with extensive experience in SEC compliance and reporting. Currently, I work at Jefferies Financial Group, where I assist in preparing SEC 10-Q and 10-K reports, collaborating with various teams to ensure accuracy and high-quality submissions. My role involves training junior team members and improving processes to enhance reporting efficiency.

Previously, I served as a Senior Financial Reporting Associate at Prudential Financial, where I analyzed derivative financial results and prepared management reports using GAAP and non-GAAP measures. My analytical skills and attention to detail have enabled me to contribute significantly to Sarbanes-Oxley compliance efforts and competitive benchmarking analyses. I am passionate about leveraging my skills to support financial transparency and integrity in reporting.

Experience

Work history, roles, and key accomplishments

Current

Associate, External Reporting

Current

Jefferies Financial Group Inc

Apr 2020 - Present (5 years 3 months)

Assisted with the preparation of SEC 10-Q and 10-K reports, preparing select footnotes and MD&A disclosures using the Workiva reporting platform. Collaborated with various teams to collect data and support SEC report preparation, reviewing data submissions and resolving issues.

SEC Reporting Workiva Financial Analysis Data Collection Regulatory Compliance Mentoring Process Improvement Internal Controls Microsoft Office

Senior Financial Reporting Associate

Prudential Financial Inc

Jul 2017 - Present (8 years)

Analyzed and reported derivative financial results to senior management, business units, and the external financial reporting team, preparing monthly and quarterly results using GAAP and non-GAAP measures. Assisted with preparing 10-Q/10-K derivative disclosures and supported Sarbanes-Oxley (SOX) compliance efforts.

Financial Reporting GAAP Non GAAP Derivatives Workiva SOX Compliance Data Analysis Competitive Benchmarking Microsoft Office Communication

Education

Degrees, certifications, and relevant coursework

Wayne State University

Masters of Business Administration, Accounting

Completed a Master of Business Administration with a concentration in Accounting. Gained advanced knowledge in financial reporting, analysis, and strategic business management.

Wayne State University

Bachelor of Science in Business Administration, Finance

Obtained a Bachelor of Science in Business Administration with a major in Finance. Developed a strong foundation in financial principles, market analysis, and investment strategies.