Features Finance

When Emma Horgan joined Questrade Financial Group in February 2017, remote work and hybrid schedules weren’t a part of the fintech’s vernacular, let alone its operations. However, Horgan, the chief people officer, says the COVID-19 pandemic is one of the factors that’s changed how the fintech operates—and solutions put in place, such as remote and […]

Embrace change and don’t fear vulnerability. Those words may not fully summarize Troy Heflin’s career in human resources, but they have been at the forefront of his work at Volvo Financial Services over the past eight years. Heflin, the senior vice president of people and culture at VFS, is helping leadership and employees thrive as […]

John Smith enjoys digging deeply into technology and customers rave about the new app he helped develop. He likes working behind the scenes. Jane Doe, another employee, lives for personal interactions. She likes helping borrowers navigate the loan process because it can improve their lives. John and Jane aren’t real Mariner Finance employees, but they […]

With over two decades of experience in the human resources industry, Madison Grey has learned that employees are the building blocks of a company—and that the human resources department is its foundation. A strong foundation is necessary to ensure that employees are engaged at work and are satisfied with their benefits. It also staunches a […]

It’s a near-certainty for business owners: at some point, they will need to part with their business. While most business owners are aware of this, few have the foresight to plan ahead, an oversight that could cost them a lot of money in the long run, according to Ryan Bartley. That’s why, as the senior vice president of investments […]

“A System of Lessons Learned” is how Javier Oroz Coppel refers to the repository that he and his in-house team are compiling of the judicial rulings and case law that AXA México has dealt with in recent years. Whatever the outcome is in a case, there’s always something to be learned, he reminds from the […]

Martijn Tel breaks down financial executives into three categories. First, there are what he calls blue-collar executives, who wade, elbow-to-elbow with their accounting team, into the thick of balancing the books and compiling reports. These executives are often a necessity for scrappy startups. Then, there are the white-collar CFOs—typically found at larger companies—who focus on […]

As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]

A mechanical engineer by training, who enhanced his credentials with an MBA, also from the University of New Mexico, Lou Hoffman has ample opportunity to use his diverse background as director of finance and administrative services for Albuquerque. “In engineering you learn that you can’t solve what you can’t define,” the mild-mannered, 70-year-old public administration […]

Nowadays, almost every office worker’s resume states that the candidate is well-versed in Microsoft programs like Word, Outlook, PowerPoint and Excel. Of course, this wasn’t always true. When the first version of Windows was unveiled in 1985, few people knew how much technology would soon make their lives easier, and even fewer knew how to […]