Financial Analyst Career Research and Resources
Justice FCU
High potential Deposit Product Specialist responsible for development, implementation and administration of Justice FCU specialty products that includes IRAs, deceased accounts, certificate of deposits, trust accounts, dormant and escheated accounts. Ensured these products are compliant with all regulatory policies. Experience of strategic project leadership in building excellent relationship with members and develop busi...
Avg. Salary: $50,000 · Company Rank: Not Available
Charles Schwab & Co. Inc.
Mutual Fund Additions, Asset Management and strategic alliances
Avg. Salary: $50,000 · Company Rank: Not Available
Discovery Communications, Inc.
Played a vital role in the creation of an Excel based form to capture and utilize product information. Wrote Excel macros with VBA commands under the direction and support of the Director of Product Development in the Commerce Division. Created pivot tables for product data summarization.
Avg. Salary: $50,000 · Company Rank: Not Available
Polygrace Group
• Performed financial/commercial due diligence, analyzed business model and financial performance and conducted forecasting budgeting and variance analysis, as well as provided strategic plans to assist the business unit in reaching financial objectives. Overall annual ROI increased by $2 million since 2009. • Undertook ad-hoc, time-sensitive projects and critical projects assigned by various levels of senior management a...
Avg. Salary: $55,000 · Company Rank: Not Available
Lincoln Financial Group
• Coordinated project between multiple internal partners (Risk, Operations, IT, Front-Office). • Operated SAP configuration for financial statement analysis and implemented credit monitoring to assess, set credit limits through multiple applications. • Validated, investigated and provided daily financial performance based on the client’s asset portfolio that reduced transaction cost by 7%. • Implemented new global struc...
Avg. Salary: $55,000 · Company Rank: Not Available
China Asset Management Co., Ltd
• Re-engineered municipal asset reporting workflow for more timely reporting and disclosure, developed the client’s financial investment and planning strategies, prepared the investment policy deliverables for executive team’s final review, overall operation efficiently increased by 2.3%. • Performed financial modeling and excel add-ins to provide analysis on $100 million client’s assets valuation, significantly i...
Avg. Salary: $55,000 · Company Rank: Not Available
Green Coast Capital, LLC.
*Created and developed complex excel-based financial models; analyzed financial information using DCF analysis. *Created and developed investment reports of targeting companies on client-oriented basis. *Participated in research in healthcare industry; tracked healthcare products from targeting companies. *Responsible for tracking sales results of targeting companies; listened to conference calls and participated in clie...
Avg. Salary: $37,500 · Company Rank: Not Available
Cedar Street, LLC.
*Worked on a healthcare merger deal, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings; prepared valuation analyses, merger and LBO models. *Collaborated with Analyst to prepare full-blown financial analysis of target company for buy-side fairness opinion. *Participated in client discussions, acquiring extensive knowledge of deal dynamics, strategy and overall M&A process.
Avg. Salary: $37,500 · Company Rank: Not Available
Anbang Property & Casualty Insurance Co., Ltd.
*Collected comprehensive information and collated professional data *Participated in research in life insurance area - quantitative marketing investigation, premium comparison, documentation research, and policy development. *Produced and presented results through practical mathematical models & software
Avg. Salary: $37,500 · Company Rank: Not Available
Stony Brook University—Department of Economics
Avg. Salary: $37,500 · Company Rank: Not Available
