Joshua Lipschitz Email & Phone Number
Director @ BNY
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Joshua Lipschitz Location
- Livingston, NJ, US
Joshua Lipschitz Work
- Director @ (March 2025 - Present)
- Vice President @ (February 2023 - Present)
- VP @ (April 2012 - February 2023)
- AVP @ (August 2007 - April 2012)
- Manager @ (September 2006 - August 2007)
- Senior @ (September 2003 - September 2006)
- Staff @ (October 2001 - September 2003)
- Graduate Assistant @ (August 1999 - May 2001)
Joshua Lipschitz Education
- Syracuse University
MS (Accounting)
1999-2001 - Syracuse University - Martin J. Whitman School of Management
BS, BA (Finance and Economics)
1995-1999
Joshua Lipschitz Skills
- Sarbanes-Oxley Act
- Financial Analysis
- Financial Reporting
- Internal Controls
- Financial Modeling
- US GAAP
- Auditing
- Accounting
- Due Diligence
- Corporate Finance
- Financial Accounting
- SEC filings
- Portfolio Management
- Investments
- Asset Managment
- Fixed Income
- Derivatives
- Financial Services
- Project
- Multinational
- Equities
- Multi Tasking
- Budget Models
- Valuation Modeling
- Presentations
- Finance
- New Clients
- Profit
- Reporting Requirements
- Financial Forecasting
- Ethics
- Microsoft Word
- Analysis
- Discreet
- Policy
- American
- Staff Management
- Metric
- SEC
- Product Offerings
- Steel Detailing
- Expenses
- Cloud Computing
- Key Metrics
- Jersey
- Enterprise Software
- Guidance
- Market Making
- Rolling
- Information Technology
- Metrics
- Databases
- Reports
- Budgeting
- Cost Savings
- Problem Solving
- Financial Applications
- Series 7
- Client Meetings
- PeopleSoft
- Research
- Line of Business
- Reviews
- Engagements
- Testing
- Trading
- Risk
- Private Companies
- Vice Presidents
- Engagement
- Data Driven Testing
- Economics
- Public Companies
- Prime Brokerage
- Trustworthy
- Acquisitions
- Executive Positions
- Business Analysis
- Sensitivity Analysis
- Financial Transactions
- Revenue
- Concepts
- Dealing
- Management
- Sarbanes Oxley Act
- Analytics
- New York
- Detail
- Yahoo
- Forecasting
- Controllers
- Coordinated
- Committees
- Resource Management
- P&l
- Project Planning
- Communication
- Strategic Planning
- Offering
- Financial Statements
- CPA
- Accounting Issues
- Diversification
- Deloitte
- Quarterly Reviews
- Regulatory Filings
- Tests
- Budgets
- Microsoft Excel
- Image Capture
Joshua Lipschitz Summary
- Joshua Lipschitz, based in Livingston, NJ, US, is currently a Director at BNY. Joshua Lipschitz brings experience from previous roles at BNY Mellon, Pershing and Deloitte. Joshua Lipschitz holds a 1999 - 2001 MS in Accounting @ Syracuse University. With a robust skill set that includes Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling and more. Joshua Lipschitz has 3 emails and 1 mobile phone numbers on RocketReach.
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Joshua Lipschitz
Director
Livingston, NJ, US
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