Trading Firm Support Services
Backed by a team of experienced accounting, finance, compliance and technology professionals, our services meet the needs of all types and sizes of trading firm clients and deliver lasting changes with measurable growth. Please get in touch with us today to learn how Owen Consulting & Financial Services can help your future success.
Chief Financial Officer Support
We take over the busy work for the CFOs of our trading firm clients so they can focus on the big-picture stuff like business strategy and revenue growth. We can assist with financial reporting, trading group metrics, general ledger accounting, treasury management, payroll processing, etc. We also provide customized technology solutions to help optimize the processes you already have in place.
Back-Office Support Services
We provide a full range of back-office support services for our trading firm clients. Compliance Services include fully outsourced CCO (Series 24) and FINOP (Series 27) consultants for clients that are registered Broker-Dealers. Audit & Tax Services include industry-specialized CPAs to provide tax filings and required audit reports. Technology Services include senior-level programmers and data scientists to provide IT design and support.
Customized Data Reporting
We provide data reporting services to the managers of our trading firm clients. Our clearing firm data report is an interactive dashboard that updates Account Data, Risk Data, and Trade Data every morning for all your accounts. Our FP&A specialists will then build any customized reports as needed.