Jose J.

Chief Financial Officer @Global Wealth Management

Miami-Fort Lauderdale, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Chief Financial Officer @Global Wealth Management

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Fort Lauderdale, FL, US

EDUCATION

N/A

Monmouth University

Master of Business Administration - MBA, Accounting

N/A

University Santa Maria

Bachelor of Science - BS, Accounting

ABOUT JOSE J.

I am a driven professional with diversified experience working globally in public accounting, financial reporting, auditing, and risk management. Proven record of leading and motivating teams towards enhancing organizations’ internal control environment via process assessments aimed to detect and mitigate financial, regulatory, and legal risk. I consider myself a change agent that drives tangible results and brings companies\' operational risks objectives to fruition. A motivated leader with an empathetic and collaborative management style. Areas of expertise: Financial Accounting | Financial Reporting | Financial Operations | Controls Implementation | System Implementations | Process Implementations | Risk and Controls | SOX 404 & 302 | Business Process Improvement | Policies & Procedures (P & Ps)| Vendor Management | Executive Leadership

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Jose J. — Chief Financial Officer at Global Wealth Management in Miami-Fort Lauderdale, FL, US | Unifers