Azzedine Finley, CPA, CMA
Associate Controller at Bellco Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Spanish -
Topline Score
Bio
Lance A. Williams, PhD
Azzedine has consistently been very helpful in providing me with the best opportunity to be knowledgeable about my financial options. He is very sensitive to doing a good job for his clients. I recommend him highly.
Carlotta Khero
Azzedine Finley is a dedicated Advisor. His priority is to make you successful. He is diligent in his awareness of his clients needs and makes himself available for all questions and concerns. Most importantly you will see the success financially directly related to his advice and expertise.
Lance A. Williams, PhD
Azzedine has consistently been very helpful in providing me with the best opportunity to be knowledgeable about my financial options. He is very sensitive to doing a good job for his clients. I recommend him highly.
Carlotta Khero
Azzedine Finley is a dedicated Advisor. His priority is to make you successful. He is diligent in his awareness of his clients needs and makes himself available for all questions and concerns. Most importantly you will see the success financially directly related to his advice and expertise.
Lance A. Williams, PhD
Azzedine has consistently been very helpful in providing me with the best opportunity to be knowledgeable about my financial options. He is very sensitive to doing a good job for his clients. I recommend him highly.
Carlotta Khero
Azzedine Finley is a dedicated Advisor. His priority is to make you successful. He is diligent in his awareness of his clients needs and makes himself available for all questions and concerns. Most importantly you will see the success financially directly related to his advice and expertise.
Lance A. Williams, PhD
Azzedine has consistently been very helpful in providing me with the best opportunity to be knowledgeable about my financial options. He is very sensitive to doing a good job for his clients. I recommend him highly.
Carlotta Khero
Azzedine Finley is a dedicated Advisor. His priority is to make you successful. He is diligent in his awareness of his clients needs and makes himself available for all questions and concerns. Most importantly you will see the success financially directly related to his advice and expertise.
Credentials
-
CPA
California Board of AccountancyDec, 2018- Sep, 2024 -
CMA
Certified Management Accountant: CMA®Oct, 2017- Sep, 2024 -
Securities Licenses (Inactive)
FINRAJan, 2010- Sep, 2024
Experience
-
Bellco Capital
-
United States
-
Investment Management
-
1 - 100 Employee
-
Associate Controller
-
Sep 2019 - Present
-
-
-
JEM Financial Group, Inc.
-
Financial Services
-
Manager & Technology Lead
-
Jun 2018 - Sep 2019
Built and manage team of four to perform monthly, quarterly, and annual closes in order to produce consolidated GAAP Financial Statements and tax returns for clientele in SaaS and Medical Devices, among others. Function as the controller for these clients and implement accounting policies and systems of internal control, adjusting as the companies scale. Performed asset valuation and produced pro-forma financial statements for a commercial real estate development project, working closely with the developer to create materials for investors. Cross-functionally collaborate with C-level executives and managers to perform financial and variance analysis, refine operations and procedures, review and implement software, support projects, and prepare ad-hoc reports. Review our firm’s internal software and technology, reporting to the CEO and proposing updates as required. Show less
-
-
Senior Associate
-
Sep 2014 - Jun 2018
Produced multi-national, multi-currency consolidated GAAP Financial Statements for prominent, Emmy award winning VFX studio. Functioned as the controller for this client, implemented internal controls, ran payroll and managed benefits, liaised with independent auditors and prepared schedules for annual audit, and worked closely with the executives to produce specialized cash flow reports for satisfaction of loan covenants. Performed month end close (journal entries, accruals, reconciliations) for clients in various industries. Managed AP and AR for various clients. Prepared tax returns for partnerships, corporations, non-profits, and individuals. Show less
-
-
-
-
Senior Accountant
-
Apr 2012 - 2014
Produced monthly financial statements for presentation to the board of a Non-Profit. Supported management in creation of the annual budget. Managed accounts payable, cash collections, and performed bank reconciliations. Produced monthly financial statements for presentation to the board of a Non-Profit. Supported management in creation of the annual budget. Managed accounts payable, cash collections, and performed bank reconciliations.
-
-
-
-
Investment Advisor Representative
-
Apr 2010 - Apr 2012
Created financial plans for individuals and families to help them meet their financial goals. Assisted employers in setting up 401(k)s, health insurance, and other benefits plans. Created financial plans for individuals and families to help them meet their financial goals. Assisted employers in setting up 401(k)s, health insurance, and other benefits plans.
-
-
Education
-
2006 - 2009
University of Miami - School of Business
BBA, Finance & Marketing -
Brentwood School
Community
