Heidi Jose

Chief Financial Officer @Knollwood Investment Advisory

Washington, DC, US

EMAILS

h••••••••@kwiadvisory.com

MOBILE NUMBERS

+14•••••••57

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WORK HISTORY

Jan 2023 — Present

Chief Financial Officer @Knollwood Investment Advisory

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Hunt Valley, MD, US

EDUCATION

N/A

Shepherd University

Bachelor's Degree, Accounting

2012 — 2016

Loyola University Maryland

Master of Business Administration (M.B.A.), Finance

N/A

West Virginia University

Bachelor's Degree, Marketing

SKILLS

Inventory ManagementFinancial AuditsFinancial ReportingTeam ManagementHyperion HfmIncome TaxAccount ReconciliationUs GaapIncome StatementFinanceGeneral LedgerInternal ControlsProcess ImprovementMonthly CloseSales & Use TaxManagementForecastingFinancial AccountingBalance SheetMicrosoft ExcelAccountingGreat Plains SoftwareP&LInventory ValuationFinancial AnalysisIfrsWholesaleManagement ReporterRetail

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ABOUT HEIDI JOSE

Chief Financial Officer at Knollwood Investment Advisory

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