Jessica Rubinstein

Daley And Associates, LLC

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

@Daley And Associates, LLC

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Boston, MA, US

Oversee compliance, risk, GAAP nonprofit accounting, and recordkeeping• Monitor adherence to federal and state requirements, all related financial obligations, and regulatory responsibilities • Build a new structured accounting method for reporting on financial records that creates transparency in order to remediate risk• Develop and implement policies and best practices alongside the Executive Director and Board• Educate Board regarding the organization’s financial positions, activities and investment performance

EDUCATION

N/A

Brandeis University

Bachelor of Arts, Clinical Psychology

1990 — 1994

Newton South High School

Diploma

1994 — 1998

Brandeis University

B.A, Clinical Psychology, Anthropology

SKILLS

AccountingProject ExecutionInternal ControlsHedge FundsAdvent GenevaFinancial OversightMutual FundsRisk ManagementCrystal ReportsProject ManagementFinancial ReportingAnalytical SkillsAxysInvestmentsFinanceBloombergSecuritiesDetail-OrientedLeadership MentoringAlternative InvestmentsDerivativesFinancial AnalysisAnalysisPortfolio Management

ABOUT JESSICA RUBINSTEIN

As a leader in regulatory compliance and financial reporting, my three years as CCO at…

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Jessica Rubinstein — Daley And Associates, LLC in Boston, MA, US | Unifers