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To obtain an Associate Principal Examiner position and conduct risk-based examinations of FINRA member firms and registered representatives. Key Strengths Strong knowledge of FINRA rules, and Federal Bank regulations. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include AML/BSA reporting, Patriot Act.
Ideal Companies: FINRA
I am looking to facilitate access to the capital markets to provide liquidity for commercial real estate operators to transition to sustainable "net zero" carbon footprint operations. Sustainability has become more mainstream and acceptable by good corporate citizens. PACE legislation is fundamental to my approach. PACE is an acronym for Property Assessed Clean Energy. PACE provides for the financing of energy efficient u...
Accomplished finance leader with comprehensive experience in overseeing, managing, and controlling all aspects of financial operations, including cost containment, cash management, and establishing internal controls to drive efficiency and effectiveness. Relentless professional with expertise in augmenting finance initiatives, including FP&A and accounting functions. Proven record of accomplishments in leading organizations...
Tags for this Online Resume: Forecasting, Month-end Close, Planning, Product Development, Support, Accounting, Integrate, Sales, CFO, Financial, Oracle, Essbase, JD Edwards, COGNOS, Budgeting, Reporting
Continue my career as a highly experienced individual in client relationships, with demonstrated success in organizational support, finance and marketing. Focused on prioritizing client's and business' financial lives to pursue their goals, along with a strong degree of intellectual curiosity to further both personal and professional development.
Ideal Companies: Any company
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
Experienced Master’s level accountant, financial analysis and contract/project management professional.
Highly focused and diligent accountant with an excellent employment record of accuracy and client satisfaction. Exceptionally discreet and ethical financial manager across a variety of businesses. Able to work well independently or as part of a financial management team.
Tags for this Online Resume: Management, Data Management, SAP, Audit, Billing, Services, Commissions, Financial, Manufacturing, Oracle, Contract Management, Order Manager, Bookkeeping, A/P, A/R, analysis, salesForce, DocuSign
Tags for this Online Resume: Management, Risk Management, Securities, Settlements, Bloomberg, Budgeting, Event Management, Marketing Management, Microsoft Excel, Microsoft Outlook, Equities, Collateral Management, Relationship Management, Client Success, Team Leadership, Client Onboarding, Training & Development, Regulatory Compliance, International Trading, Project Management, Reconciliations, Social Media Marketing, Corporate Hospitality, Trading, Middle Office, Pirum, Equilend, DTC, Crest
To utilize my expertise and knowledge in the field of mortgage underwriting which will add to profitability and growth of an organization.
Tags for this Online Resume: Financial, Underwriter, credit analyst, mortgage underwriter, Pricing, Financial Statements, Underwriting, FHA, Appraisals, Assessments, Coordinator, Customer Service, Administration Asst
Finance executive and deal specialist, Former PwC HK partner/owner with 27+ years experience, 25+ countries, CPA
I am interested in a pre-IPO CFO, or broad controllership role in a public or intending to be-public organization. I have unique US and international (20+ years in China) industry experiences and expertise in executing deals - with velocity and passion - for decades, providing the skills and knowledge to be successful in helping/enabling any pre IPO or any Company grow and maximize stakeholders’ value.