Diane T.

Senior Director Accounting Policy And Controls at CFA Institute

Diane T. currently serves as the Senior Director of Accounting Policy and Controls at CFA Institute, a position held since April 2024. Prior to this, Diane held the role of Director of Accounting at Dexian from January 2023 to March 2024, where responsibilities included overseeing the monthly financial close process and leading a team of six professionals in financial reporting, accounts receivable, and accounts payable. Diane’s extensive experience at Fiserv spanned from March 2006 to December 2022, culminating in roles as Senior Accounting Manager and Technical Accounting Manager, where significant contributions were made to revenue recognition and compliance with GAAP. Earlier career experiences included auditing at Orlando CPA Firm and serving as Controller at Sears Termite & Pest Control. Diane holds a Bachelor of Business Administration in Accounting from the University of Wisconsin-Eau Claire and attended Florida Southern College.

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CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education.


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