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Senior accountant

Denver, Colorado, United States
October 04, 2016

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Lynn C. Koczera

** *. ******* **.

720-***-**** Golden, CO 80401


Financial Management and Corporate Accounting

Highly accomplished finance and accounting professional with more than 25 years of experience in the Financial Services Industry. Skilled in problem resolution and project management. Adept at developing and implementing policies and procedures. Able to decrease costs while improving operations. Possesses solid leadership, communication and interpersonal skills to establish rapport with all levels of staff and management.

Financial Analysis & Reporting Business Planning & Analysis

Managerial & Human Resource experience Budgeting & forecasting

Controllership & Decision Support Strong Auditing skills PROFESSIONAL WORK HISTORY

MDS Securities, LLC April 2015 – July 2016


Denver, CO

Marathon Financial Group, LLC January – July 2016


Denver, CO

Andrews Partners Dec. 2011- Oct. 2015


Denver, CO

Compliance Advisors Feb. 2014- Feb. 2015

Accounting and Compliance Consultant

Denver, CO

Evolve Securities, Inc. May 2008- July 2011

CFO, FINOP and Compliance Consultant

Denver, CO

AFS Brokerage, Inc. Jan. 1990- May 2008

CFO, FINOP, Compliance Officer

Denver, CO

BancBoston Brokerage Inc. Mar. 1984- Dec. 1989

President, CFO, Compliance Officer and FINOP

Boston, MA

Fidelity Brokerage Services Inc. April 1982- Mar. 1984 Senior Compliance Specialist

Boston, MA


Formed business strategy and managed staff, operations, marketing, budgeting and financials for BancBoston Brokerage, Inc. for 6 years.

Managed and coordinated all aspects of the accounting and financial planning functions for Andrews Partners, an investment banking firm.

Prepared monthly financials, net capital calculations and quarterly Focus reports for numerous broker/dealers over the past 25 years.

Collaborate extensively with auditors during preliminary and year-end audit process.

Competent leader with extensive experience in prioritizing, delegating, and controlling work flow in high volume work environments.

Prepare and manage budgets and forecasting for numerous companies.

Conducted routine audits of accounting ledgers and monthly reports to verify accounting accuracy.

Proficient with MS Office and various other database and accounting software programs including Peachtree and QuickBooks.

Responsible for identifying areas for improvement and recommending the solutions needed to streamline work-flow and increase operating efficiency.

Coordinated a clearing firm conversion from Southwest Securities to National Financial Services for AFS Brokerage, Inc.

Responsible for all human resource functions including medical insurance, background checks, payroll and 401K plans.


State University of New York at Albany

Bachelor’s Degree in Business Administration

Concentration in Accounting and Marketing

FINRA series 27- Financial Principal License- held since 1986 References Gladly Provided Upon Request

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