Joan Ferreira is a high-level expert, working in Ey on the position of Assistant Director, Partnership Retirement from 2019. Joan gained professional experience in more than six positions at different companies. Joan Ferreira went to the Rutgers Business School and received education from 2016 to 2019. This professional has such qualifications as Series 65 - Investment Adviser Representative, Registered Tax Return Preparer, Afsp - Record of Completion, and License 6116995. Belleville, New Jersey is the city, where the professional was lastly known to settle. This professional's email address and phone number can be accessed through this website on demand.
Name variants:
Joanna Ferreira
Last updated May 26, 2024
Contact Information
Last Update
Jul 13, 2022
Email
jo**@ey.com, jo**@gmail.com
Location
Belleville, NJ
Company
Ey
Workplace
Assistant Director, Partnership Retirement
Work History
Supervising Associate, Finance
Supervises team in charge of finance operations for Partnership Retirement Services and Partnership Separations. Team roles include administering a multi-state, multi million dollar retired ...
Nov 2014 — Sep 2019
Accounting and Tax Instructor - Continuing Education
Bronx, NY
Instructor for Federal and New York State Income Tax education as well as Bookkeeping and Accounting courses. Instructor for small business formation and management for Child Day Care provid...
2012 — 2015
Senior Consultant, Financial Planning
Served clients through EY Navigate, a hybrid digital-human financial wellness service that provides employees of large corporations and government entities with access to Financial Planning ...
Sep 2012 — Oct 2014
Senior Financial Advisor
530 west 166Th St, New York, NY 10032
Provide one-on-one and group financial counseling.
Enhance financial lives of inner city families through budgeting, savings, credit education, and wealth building.
Educated community on ...
May 2008 — Sep 2012
Program Manager, Financial Literacy and Technology Programs
65 Broadway, New York, NY 10006
Managed over 46 volunteer projects around New York City focused on Economic Empowerment, Job Readiness, and Technology. Projects included the IRS Volunteer Income Tax Assistance Program (VIT...
Aug 2006 — May 2008
Education
2016 — 2019
2007 — 2011
Occupations
Executive
Deputy Director
Accountant
Finance and Accounting Specialist
Supporting Member
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Public Speaking
Strategic Financial Planning
Program Management
Investments
Spanish
Management
Budgets
Financial Accounting
Financial Analysis
Leadership
Accounting
Business Development
Financial Planning
Tax
Strategic Planning
Financial Reporting
Payroll
Budgeting
Wealth Management
Retirement Planning
Pivot Tables
Analytical Skills
Financial Statements
Valuation
Customer Relationship Management
Data Analysis
Due Diligence
Financial Modeling
Vendor Management
401 Retirement Savings Plans
Benefits Administration
Artificial Intelligence
Microsoft Excel
Microsoft Powerpoint
Sap Businessobjects
Sap Erp
Human Resources Information Systems
Peoplesoft
Sql
Microsoft Office
Vlookup
Entrepreneurial Finance
Sarbanes Oxley Act
Risk Management
Strategy
R
Python
Employee Benefits Design
Human Resources
Mergers and Acquisitions
Small Business
Financial Advisory
Finance
Personal Finance
Financial Education
Research
Entrepreneurship
Tax Preparation
Nonprofits
Community Development
Marketing
Fundraising
Insurance
Debt Management
Volunteer Management
Social Media
Account Reconciliation
Accounts Payable
Accounts Receivable
Financial Services
Team Leadership
Banking
Bookkeeping
FAQs about Joan Ferreira
What is the main profession of Joan Ferreira?
The expert is a Assistant Director, Partnership Retirement.
What jobs is Joan Ferreira proficient at at?
Joan is proficient at Executive and Deputy Director jobs.
Where does Joan Ferreira live?
The expert currently lives in Belleville, New Jersey.
Does the expert have the email address?
jo**@ey.com and jo**@gmail.com is Joan Ferreira's email address.
Where did Joan Ferreira work?
The professional worked at Ey, Ey.
Where has Joan Ferreira studied?
Joan studied at the Rutgers Business School from 2016 to 2019.
What are the certifications of Joan Ferreira?
The expert received the following certifications: Series 65 - Investment Adviser Representative, Registered Tax Return Preparer, Afsp - Record of Completion, License 6116995, and License P00663223.
What languages does Joan Ferreira speak?
Joan Ferreira speaks English, Spanish, and Italian.