Financial Analyst Career Research and Resources
Erie Computer / Costcentral.com
• Fast paced entrepreneurial environment. • Joined company as first employee. • Regularly upsold customers into more appropriate IT solutions. • Helped develop e-commerce website in 2001 (www.costcentral.com). • Designed content management rules and protocols for the above e-commerce site. • Effectively translated business goals to technical web design team. • Determined executive level go to market strategies. • Grew e-com...
Avg. Salary: $57,500 · Company Rank: Not Available
DePaul/China Financial Futures Exchange Coordinated Program
• Assisted a group of CFFEX executives in program studies by providing simultaneous interpretation. Topics ranged from legal frameworks, in-depth understanding of U.S. Futures markets. • Co-organized CFFEX group’s training at exchanges, and company visits for trading firms, Futures Commission Merchants, and U.S. regulators. • Understood structural differences of exchange related operations between the U.S. and China derivat...
Avg. Salary: $47,500 · Company Rank: Not Available
John Lothian and Company/MarketsWiki
• Researched and analyzed topics in the equity and futures industries. Updated and created objective content for trading platforms, products and technology. Expanded the categories of the website. • Created derivatives contract specifications in Excel for global exchange provided products.
Avg. Salary: $47,500 · Company Rank: Not Available
China CITIC Bank
• Conducted credit checks for mortgage clients through the information base of the Credit Reference Center. • Initiated due diligence in onsite projects of loan clients’ companies, analyzed projects’ annual budget and effective utilization rate. The project size was $20,000-$30,000. • Evaluated financial statements in Excel, especially accounts receivable of corporate clients to generate loan approvals. • Developed client ...
Avg. Salary: $47,500 · Company Rank: Not Available
HSBC, China
• In charge of designing client events and prepared presentation exhibits, resulting in increasing 50 new clients. • Wrote status reports that forecast the effectiveness of the client events. • Proposed Premier Service by cold calling potential partners, and signed contracts with two high schools.
Avg. Salary: $47,500 · Company Rank: Not Available
UP Professional Solutions LLC
Responsible for 4 Major Capital Projects: ULSG in Feasibility - 2 units (one revamp and one new unit) $19MM; FCCU/ALKY in Design Engineering - 2 revamp units, 4 new units and an OSBL pipeline $275MM; HPDHT in Construction with Pre-Turnaround/Turnaround work $30MM; and ALKY Mitigation $58MM. Monthly responsibilities included accruals, accounting reconciliation and review, tracking commitments and change orders, monthly cost...
Avg. Salary: $104,000 · Company Rank: Not Available
UP Professional Solutions LLC
One of a two-person team performing cost control for the Valero St. Charles Hydrocracker Project ~ $1.7B that has 3 ISBL units, 25 OSBL projects, 6 main project managers and approximately 450 vendors/2,300 purchase orders. Liaison with ISBL and OSBL project managers, external contractors, procurement and accounting to compile information required to track project expenditures; update, challenge and monitor project performa...
Avg. Salary: $104,000 · Company Rank: Not Available
EMERALD COAST SERVICES
One of four contract consultants responsible for budgeting, managing and monitoring costs for baseline, major and strategic capital projects totaling approximately $300MM at the Entergy Waterford 3 plant.
Avg. Salary: $104,000 · Company Rank: Not Available
SHELL OIL COMPANY
Provided financial and SAP support to a regional multi-disciplinary Vice-President, 24 managers and 140 staff inclusive of building the annual business plan (total annual spend of $100MM); monthly/quarterly actual-to-budget analysis/reporting and forecasting; monthly accounting; presentations to management; ongoing training on new financial systems/processes; regional functional cost reporting; and other projects assigned ...
Avg. Salary: $104,000 · Company Rank: Not Available
Goldman Sachs
Provide Client Service. Made sure trading accounts were compliant with SEC regulations. The sales group liked working with me because I wasn't intimated with the new atmosphere at Goldman at that time. Because of that, I inherited a lot more intricate deals because they knew that I was very capable. From my time at Goldman, I was requested to relocate to Salt Lake City to advise on the Private Wealth Management Group, bu...
Avg. Salary: $92,000 · Company Rank: Not Available
