Elizabeth Boonin

About Elizabeth Boonin

As a CPA and COO at Halcyon—alongside running Sound Accounting—I combine deep financial…

Experience

1. President and Chief Operating Officer

   Halcyon

   Jan 2020 — Present

   Halcyon has revolutionized tax preparation through a standardized, secure portal for tax professionals. Halcyon’s innovative technology was designed to digitally transform the tax industry by utilizing artificial intelligence and data analytics decisioning engines for reporting, calculations, and tax filings. A recession-proof financial health monitoring platform with a focus on tax preparation, Halcyon is the only web-based, crowdsourced tax platform in the market that can provide CPA prepared or self-signed tax returns. For financial institutions, the Halcyon Hub offers one secure portal for clients to access financial (credit, income, debt, assets) information and digitally prepare tax returns approved by tax professionals. As President and Chief Operating Officer, my focus is on expanding security protocols in the tax accounting industry and providing opportunities for accountants to focus their valuable time and effort on services they are historically accustomed to providing.

Skills

• Quickbooks
• Investments
• Etfs
• Interest Rate Derivatives
• Fx Options
• Trading
• Market Data
• Series 7
• Alternative Investments
• Portfolio Management
• Equity Derivatives
• Market Risk
• Back Office
• Mutual Funds
• Derivatives
• Tax Advisory
• Trading Systems
• Electronic Trading
• Prime Brokerage
• Asset Management
• Finra
• Foreign Exchange
• Equities
• Securities Lending
• Options
• Credit Derivatives
• Program Management
• Bloomberg
• Securities
• Tax Preparation
• Equity Trading
• Tax Accounting
• Equity Swaps
• Hedge Funds
• Swaps
• Strategic Financial Planning
• Structured Products
• Financial Markets
• Financial Services
• Bonds