Jesse Mota

Senior Financial Analyst, Growth at Athletic Greens
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Location
Austin, Texas Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Experience

    • United States
    • Wellness and Fitness Services
    • 200 - 300 Employee
    • Senior Financial Analyst, Growth
      • Feb 2022 - Present
    • United States
    • Retail Luxury Goods and Jewelry
    • 700 & Above Employee
    • Senior Financial Analyst - eCommerce
      • Jul 2021 - Feb 2022
    • United States
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Apr 2019 - Jun 2021
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Jan 2018 - Apr 2019
    • United States
    • Warehousing
    • 1 - 100 Employee
    • Financial Analyst
      • Jun 2016 - Jan 2018
    • United States
    • Investment Management
    • 700 & Above Employee
    • Pricing Analyst
      • Feb 2015 - Jun 2016

      Provide timely and accurate valuations of all assets including Stocks, Bonds, Asset Backed, Over-the-Counter Derivatives held by AllianceBernstein to the Global Fund Accounting area, Client Reporting, Portfolio Management, Legal Compliance. Responsible for the quality control of data that effects daily valuations, Mutual Fund NAV’s, regulatory reporting, and trading. Act as the primary liaison between front office personnel, custodians, counterparties, and data providers to ensure proper valuations for large asset positions and other institutional accounts. Provide and execute the minutes for the Daily Valuation Committee meeting to reflect any major valuation method or price changes that were made regarding largely held assets. Communicate with data vendors and external brokers to monitor market activity. Manage risk exposure as part of standardized business practices, with focus on process efficiencies and risk management. Show less

    • Financial Services
    • 1 - 100 Employee
    • Cashier
      • 2008 - Mar 2014

      Working as a cashier providing phenomenal assistance and superior customer service. Developed the ability to maintain customer relationships and adapt to different situations. Make effective decisions to maintain the integrity of the company and provide great service. Working as a cashier providing phenomenal assistance and superior customer service. Developed the ability to maintain customer relationships and adapt to different situations. Make effective decisions to maintain the integrity of the company and provide great service.

Education

  • Texas State University-San Marcos
    Bachelor of Business Administration (BBA), Finance, General
    2010 - 2013

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