Daniel Osipov
@danielosipov
Financial reporting associate with expertise in SEC compliance and analysis.
What I'm looking for
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
Associate, External Reporting
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.
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.
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.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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