Company Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for
Description Provided first-line support for advisors and business partners regarding compliance, registration, licensing, continuing education, and supervision-related processes within a FINRA-regulated environment. Delivered exceptional customer service while assisting with technology navigation, industry regulations, and licensing requirements.
POSITION SUMMARY: The Manager, External Reporting primarily manages and performs activities related to all external reporting, annual external audit, SEC filings, statutory filings and other external financial reporting requirements. The Manager, External Reporting also performs technical accounting