being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst... and develop new financial professionals while strengthening relationships with existing financial professionals within the...
: MBA or advanced degree in Finance/Tech. Experience with SEC/CFTC regulatory environments. Institutional reporting... Business Analyst and 1 – 2 Delivery Managers and or Scrum Masters as direct reports. What You’ll Do: We’re seeking...
construction Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) (preferred) Series 65 or Series...A boutique, woman-led, mission-driven, fee-based SEC-registered investment advisory firm (RIA) based in California...
shareholders, and the full financial community. Respond in a timely, accurate, and compliant manner to investor and analyst... with investors and analysts. This role reports to the Chief Financial Officer, is a key member of the Finance Leadership Team...