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Financial organizations deal with a bewildering array of challenges: rating-agency scrutiny, balance sheet efficiency, economic and liquidity cycles, cyber threats, proliferating regulations and increasingly stringent capital requirements.

The pressure to focus on the next external demand can be strong; be it a stress test, rating-agency review, or new regulation. EisnerAmper helps clients respond to their immediate concerns, while working toward their longer term goals for growth and profitability.

We serve clients in the banking and broker-dealer sectors. Specialized teams bring expertise and experience to organizations that range in size from start-ups to large, mature enterprises. We provide taxaudit and regulatory compliance services, organized into more than 80 functional specialties. We can meet our clients’ needs at any scale, from point-solution to comprehensive engagement.

The clients who engage us range from early-stage entities looking to build foundational capabilities, to recognized industry leaders that want to refine already sophisticated frameworks and practices. It is a hallmark of EisnerAmper’s professional approach to working with our clients' in-house teams. We are known for our collaborative approach, and for building client relationships that endure over time, even as client organizations grow and their requirements evolve.

EisnerAmper’s experienced professionals stay abreast of capital market trends – revenue-related, operational, regulatory and product/service-specific – to ensure our technical expertise takes into consideration the context in which it is being applied. We believe this cross-functional perspective allows us to help clients holistically consider the linkages and implications when they initiate new tools or systems. 

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Peter J. Cogan

Peter Cogan is Managing Partner, Financial Services Industry, the leader of the our Financial Services Audit and Assurance Services Practice leading the Private Equity Group within that practice, a Director of the Cayman Islands office and a member of the firm’s Executive Committee, as well as Chairman of the Board of EisnerAmper Global.

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EisnerAmper Global

EisnerAmper Global delivers accounting, tax and consulting services to global financial services and trading hubs. Learn how they provide their clients with smart, analytical insight, delivered with a personal touch.