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Jobs / Financial Consultant in United States of America
11 days ago
Marsh McLennan·11 days ago
11 days ago

Financial and Operations Principal

1166 Avenue of the Americas, United States of AmericaFull-timeSenior · 10-15 yearsFinancial Consultant

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Must-have skills for this role

  • finra/sec compliance
  • series 27 license
  • regulatory reporting
  • financial operations management

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Apply faster with autofill FREEThe NextRaise extension autofills your application in one click.careers.example.com/applyAutofillingFull namePriya SharmaEmailpriya.sharma@example.comPhone+49 30 1234567LocationBerlGet the extension

What you'll do

  • Leading the finance and operations management for MMA Securities LLC and MMA Asset Management LLC
  • Oversee regulatory compliance
  • Coordinate audits
  • Support business leadership

What they're looking for

  • Series 27 license
  • CPA
  • Strong background in broker dealer finance and regulatory environments

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Become part of our team as the Financial and Operations Principal, leading the finance and operations management for MMA Securities LLC and MMA Asset Management LLC. Oversee regulatory compliance, coordinate audits, and support business leadership. Ideal for experienced professionals with a strong background in broker dealer finance and regulatory environments.

Skills

  • finra/sec compliance
  • general ledger reconciliation
  • us gaap
  • series 27 license
  • financial statement preparation
  • regulatory reporting
  • sox controls
  • audit coordination
  • internal audit
  • team management
  • financial operations management
  • regulatory filings
  • focus, ssoi, and form custody
  • schedule 1 and sipc
  • net capital calculation
  • policy development
  • operational policy development
  • cpa
  • public accounting audit
  • player-coaching
  • stakeholder engagement

Company

Marsh McLennan
1166 Avenue of the Americas, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Marsh McLennan·first seen 12 Sept 2026·last verified 12 Sept 2026·How we source jobs

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