Stephen Lyons Email & Phone Number

Wayne, Pa, Us

Wilmington, Delaware, Us

Us

A $9.6 billion asset, publicly traded bank holding company (formerly NASDAQ: NPBC) headquartered in Allentown, Pennsylvania. National Penn Bank, its wholly owned subsidiary, operates 134 branch offices primarily in eastern Pennsylvania and serves the needs of its commercial, retail, and wealth management customers through its financial services affiliates and their respective divisions.► Oversee accounting and financial reporting functions for an institution subject to the regulations and compliance requirements of various government entities (SEC, OCC, FDIC, FRB)► Responsible for presenting quarterly and annual SEC filings to the Audit Committee of the Board of Directors, including discussions concerning the adequacy and relevance of disclosures contained therein► Assist in the analysis, monitoring and forecasting of regulatory capital at both the bank and holding company level► Managed monthly financial statement close process► Directed communications and managed relationship with external independent auditors ► Member of the Senior Leadership Group, comprised of the top 51 senior management leaders involved in the strategic decision-making process

Us

► Responsible for the development, implementation, and technical advisory support of accounting policies and procedures across all departments and lines of business► Preparation, review and analysis of financial statements and related disclosures for SEC and regulatory filings► Oversaw adoption and implementation of XBRL reporting standards, including staff training and software vendor selection and implementation► Transformed financial reporting department/processes to improve the culture and abilities of financial reporting staff skill and ensure the adequacy and effectiveness of controls and procedures

► Under limited supervision, prepare and review annual and semi-annual financial statements in accordance with generally accepted accounting principles (GAAP) for hedge fund clients► Present to or exchange information internally, with clients and external auditors ► Coordinate year-end financial statement preparation process► Participate in internal initiatives designed to enhance and improve the efficiency of the financial reporting process, including leading internal training sessions

London, Gb

► Performed annual financial statement audits and quarterly reviews for SEC registered clients► Experience in performing audit procedures in the areas of investments, including valuation and impairment, derivatives, borrowings/debt and acquisitions► Researched significant and critical accounting and auditing issues using both internal and external resources► Interacted with clients to discuss audit issues and communicate significant audit findings► Identified and tested key internal controls for Sarbanes-Oxley Section 404 compliance► Supervised staff and managed day-to-day operations of assigned engagements