Financial Analyst Career Research and Resources
Meridian Trust Company LTD
Processed & accounted for Trust & Trust underlying companies’ securities (Equity, Debt, & Cash) • Processed redemptions & subscription with the Meridian Mutual Fund (MMF) on behalf of Trust clients • Responsible for Ad Hoc client statements when and as often as needed • Researched & drafted a Prospectus for the Meridian Income REIT – (Available for your review) • Prepared the firm Anti-Money Laundering and Prevention of Ter...
Avg. Salary: $67,500 · Company Rank: Not Available
The University of Tampa
• Helped professors maneuver intricate language equipment • Assisted the language lab administrator with different tasks • Tutored French to students and small group of students as needed
Avg. Salary: $67,500 · Company Rank: Not Available
Veranda Resort & Residences
Assisted in the preparation of all reporting, including annual & quarterly P&L statements, balance sheets, cash flow statements, & retained earnings • Prepared adjusted trial balances & report to the Controller after ascertaining that all entries were properly journalized • Submitted weekly payment proposals to the Controller, including employees salaries • Prepared payroll in the absence of the Controller ·∙ Assisted in wo...
Avg. Salary: $67,500 · Company Rank: Not Available
Bloomberg LP
Senior analyst in charge with analyzing the mergers and acquisitions market on a real-time basis, ensuring accurate and timely transaction coverage, deal valuation, and merger arbitrage data provided through the Bloomberg terminal. Expertly managed key client accounts, provided specialized product support, and established and executed on-time and within-budget project deliverables. Directed a team of third party vendors...
Avg. Salary: $67,500 · Company Rank: Not Available
FTInteractive Data
Analyst promoted to communicate with bond administrators, bond issuers, underwriters, and attorneys concerning primary and secondary market information. Thoroughly and critically researched and resolved data discrepancies associated with client inquiries. Input descriptive data information on refunded fixed and variable rate bonds. Provided unparalleled support to the Disclosure Department with month-end Redemption No...
Avg. Salary: $67,500 · Company Rank: Not Available
Frontenac Bank
Analysis of Commercial Real Estate transactions which includes: vacancy rates, rent rolls, calculation of net operating income, projection of NOI, and income producing property cash flow projections. Problem solve on a quarterly basis by researching and writing watch list credit memorandums to ensure problem loans are in fact improving and, if not, work with senior management to see what actions were available to the bank t...
Avg. Salary: $0 · Company Rank: Not Available
Hammond Associates/Mercer Investment Consulting
Prepared quarterly Investment Review Books for presentation at client meetings by Senior Consultants that contained asset allocations, manager selections, fee analysis, and risk/return profiles for portfolio selections. Commented on the overall portfolio performance during the investment period and provided explanations as to why particular securities were under-performing or over-performing their benchmarks working proacti...
Avg. Salary: $0 · Company Rank: Not Available
Boeing Corporation
Created Estimate at Completion budgets for various military contracts in progress, ensuring that company margins were within planned ranges of acceptance and, if not, investigated as to why and reported to management. Validated Earned Value Management data (a military financial measurement) on a weekly basis and reported to Senior Program Management, which often resulted in reprioritizing engineering work for upcoming weeks.
Avg. Salary: $0 · Company Rank: Not Available
University of Minnesota - OTC
Managed the Finance Department which consisted of Accounts Payable, Accounts Receivable, Billing, Royalty Payments, Month-end Close, Budgeting, Forecasting, Revenue Reporting, Variance Analysis, Balance Sheet Reconciliation, Financial Analysis, Reporting, Trend Analysis, Customer Service, Direct and Mentor staff.
Avg. Salary: $82,500 · Company Rank: Not Available
University of Minnesota - MMCGME
Maintained accountability for fiscal responsibility for the consortium. Calculated annual rates paid to residents and fellows of the teaching hospitals based their levels. Processed audit and control reviews for assigned hospitals/programs. Financial analysis, budgeting, and variance analysis and ensured integrity of all financial transactions. Special Projects as assigned.
Avg. Salary: $82,500 · Company Rank: Not Available
