Anthony Whalen

Anthony Whalen, CPA, has a diverse range of work experience in both the finance and accounting sectors. From 2012 to 2015, they worked at RSM US LLP, where they held roles as an Associate and later as a Senior Associate in Assurance Services. During this time, they performed audits for private companies with revenues ranging from $10 million to $1 billion, specializing in manufacturing and service companies. Anthony also gained experience in auditing consolidated financial statements for companies with multiple legal entities and investment companies. Anthony Whalen assisted in developing and planning audit approaches, overseeing staff work, and staying up to date with industry developments and accounting pronouncements.

From 2015 onwards, Anthony Whalen joined Walton Street Capital. Anthony started as a Financial Analyst and later became a Senior Financial Analyst, Assistant Controller, and subsequently an Associate in Portfolio Reporting. In this role, they gained experience in portfolio reporting, including analyzing and reporting on financial data for various portfolios. Currently, they hold the position of Vice President in Portfolio Reporting.

Overall, Anthony Whalen's work experience showcases their proficiency in financial analysis and reporting, auditing, and accounting.

Anthony Whalen, CPA has an education history in Accountancy. Anthony obtained a Master of Accounting Science degree from Northern Illinois University in 2012, after completing a Bachelor of Science in Accountancy from the same institution between 2007 and 2011. Anthony also holds a CPA certification, but no additional information is available about its institution or the year/month of obtaining it.