Chief Financial Officer @ (November 2017 - December 2020)
Chief Financial Officer @ (April 2016 - December 2020)
Director of Finance and HR @ (June 2008 - April 2016)
Senior Auditor @ (May 2004 - June 2008)
Forensic Accountant @ Miller Coffey Tate LLP (January 2001 - January 2004)
Jonathan Perry Education
Villanova University
Bachelor of Science (B.S.) (Accounting)
1995-1999
Jonathan Perry Skills
Accounting
Auditing
Budgets
Business Strategy
Consolidation
Employee Benefits
Finance
Financial Accounting
Financial Analysis
Financial Forecasting
Financial Reporting
Financial Statements
Forecasting
GAAP
General Ledger
Human Resources
Internal Audit
Internal Controls
Leadership
Management
Microsoft Dynamics
SEC Filings
Sarbanes-Oxley Act
Tax
Wealth Management Industry
Jonathan Perry Summary
Jonathan Perry, based in Boston, MA, US, is currently a Chief Financial Officer and Chief Operating Officer at TwinFocus. Jonathan Perry brings experience from previous roles at TwinFocus Real Estate Partners, Bridge Over Troubled Waters, Shepherd Kaplan Krochuk, LLC and Shepherd Kaplan LLC. Jonathan Perry holds a 1995 - 1999 Bachelor of Science (B.S.) in Accounting @ Villanova University. With a robust skill set that includes Accounting, Auditing, Budgets, Business Strategy, Consolidation and more. Jonathan Perry has 2 emails and 2 mobile phone numbers on RocketReach.
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