Topline | Richard Siegel

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Richard Siegel

Accounting Specialist at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Village Of Winnetka</span>

Intro Book

Seasoned accounting professional with 30+ years of experience in financial analysis and reporting.

Claim this Profile

Location

Buffalo Grove, Illinois, United State...

Skills

Financial Analysis
Fund Accounting
Financial Reporting
Account Reconciliation
Accounting
Financial Modeling
Financial Accounting
Internal Controls
Ifrs
Bloomberg
Mutual Funds
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Richard Siegel has 30+ years of experience in accounting, which is a significant amount. His roles include Assistant Vice President at Paine Webber and Associate Director at UBS Global Asset Management, both of which are high-level positions. He also has an MBA from Adelphi University, which adds prestige. Skills like financial modeling, Bloomberg, and mutual funds are in demand. Location is Buffalo Grove, IL, which is a mid-sized city. Accounting professionals with his level of experience, especially in financial analysis and reporting, typically charge higher rates. Maybe around $150–$250 per hour? But considering his MBA and experience, maybe higher. Some top accounting professionals can charge $300+. Let’s check averages. Financial analysts with his background might average $120–$200. So I’ll estimate around $125

Bio

Generated by

Topline AI

Richard Siegel is a seasoned accounting professional with 30+ years of experience in financial analysis, fund accounting, financial reporting, and internal controls. He holds an MBA from Adelphi University and a B.S. from Long Island University, C.W. Post Campus. Siegel has worked in various roles, including Assistant Vice President at Paine Webber, Associate Director at UBS Global Asset Management, and franchise owner at Fantastic Sams International Corp. He is proficient in financial modeling, Bloomberg, and mutual funds, and has expertise in IFRS and internal controls. Siegel has also worked in the financial services industry, including at Paine Webber and UBS.

Credentials

Series 27

-
Series 7

-

Experience

Village Of Winnetka
- Accounting Specialist
Village of Winnetka
- Winnetka, Illinois, United States
- Accounting Specialist
  - Feb 2016 - Present
  - Winnetka, Illinois, United States
  Responsible for payroll, bank reconciliation, month end close, and various financial reporting duties.
Accounting Resource
- Accountant
  - Jan 2014 - Feb 2016
  Senior accountant seeking opportunities in financial reporting and analysis. Ability to streamline data management processes, bringing efficiency and cost savings to mid size to large organizations.
Fantastic Sams International Corp
- franchise owner
  - 2015 - 2015
  Developing salon with 12 stylists and revenue of over 300k per year.• Streamlined bi-weekly payroll process, utilizing down loads from POS system.• Improved the efficiency of the communication process with staff.
UBS Global Asset Management
- Chicago and New York
- Associate Director
  - Nov 1999 - Dec 2013
  - Chicago and New York
  Responsible for financial reporting and analysis in the asset management division of UBS. Prepare monthly revenue estimates, actual vs. estimate analysis, quarterly FOCUS filing, and annual financial, statements.Improved and streamlined accounting processes.
Paine Webber
- New York
- Assistant Vice President
  - Mar 1986 - Nov 1999
  - New York
  I performed a variety of roles which included preparing daily profit and loss reports for the Mortgage Backed Securities trading desk. Developed a process for reconciling and posting journal entries on a daily basis for the trading desk inventory and revenue. I played a key role in the design and...

Education

1985 - 1988

Adelphi University

1985 - 1988
1975 - 1979

Long Island University, C.W. Post Campus

1975 - 1979
John F Kennedy High School - Bellmore New York

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Richard Siegel

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate