Joshua Cohen

About Joshua Cohen

Seasoned, accomplished, hands-on Technical Accounting and Financial Executive with over 15 years of experience leading SEC Reporting and Technical Accounting teams/functions. Possessing extensive knowledge and experience in interpreting and applying technical accounting pronouncements as well as a strong background in reporting and disclosure requirements. Noted for a strong technical accounting background with a thorough knowledge of US GAAP, SEC and Bank Regulatory Reporting Standards, as well as experience with technical research and preparation of accounting position papers. Ability to motivate and lead highly productive diverse teams, by example, to enhance and fully implement new business processes to maximize business management.INDUSTRY KNOWLEDGE:Accounting • Bank Regulatory Reporting • Big Data • Capital Markets • Cross-functional Collaboration • Data Analytics • Derivatives • Due Diligence • Excellent Verbal & Written Communication Skills • Executive Leadership • Finance • Financial Analysis • Financial Modeling • Financial Reporting • Financial Risk • Financial Services • IFRS • Information Technology • Internal Controls • M&A • Private Equity • Risk Management • SEC Reporting • Stock Administration • Technical Accounting • Treasury Management • US GAAP • ValuationSOFTWARE / TECHNICAL PROFICIENCIES:Visual Basic • Python • Pandas • Matplotlib • Python APIs • SQL • SQL Alchemy • HTML • CSS • WebScraping • Java Script • Plotly • D3 • Geo-Mapping • Tableau • Machine Learning • BigData • Microsoft Office • Microsoft Teams • Google App • Zoom

Experience

1. Senior Director of Sec Reporting

   Veradigm®

   Jan 2025 — Present

   Direct the preparation and filing of all SEC reports, including 10-K, 10-Q, 8-K, proxy statements, and other filings- Ensure the accuracy and timeliness of financial disclosures in compliance with SEC regulations, GAAP, and other applicable reporting standards- Coordinate with external auditors and legal advisors to ensure proper review of reports- Maintain and update the company\'s SEC reporting process, ensuring compliance with evolving regulations- Develop and maintain procedures for financial reporting and SEC compliance.

Education

• St. John's University, The Peter J. Tobin College of Business

  MBA | Master of Business Administration , Accounting

• University of Wisconsin-Madison

  BS | Bachelor of Science , Finance

Skills

• Financial Risk
• Policy
• Us Gaap
• Valuation
• Cpa
• Financial Risk Management
• Cash Management
• Options
• M
• Derivatives
• Financial Analysis
• Cash Flow
• Financial Services
• Financial Statements
• Finance
• Internal Controls
• Director Finance
• Analysis
• Banking
• Risk Management
• Corporate Finance
• Capital Markets
• Accounting
• Cash Flow Forecasting
• Fixed Income
• Microsoft Office
• Treasury Management
• Financial Markets
• Securities
• Trading
• Investment Banking
• Financial Structuring
• Enterprise Risk Management
• Market Risk
• Ifrs
• Gaap
• Financial Modeling
• Financial Accounting
• Commodity
• Equities