Financial Analyst Career Research and Resources
Hillflint
• Managed accounting activities; conduced financial planning & analysis on balance sheets, profit & loss, and cash flow reports • Created invoices for all customer POs, verified integrity and accuracy of bill payments, and identified and solved incorrect bills • Delivered periodic A/R aging reports to identify and analyze delayed payments and accelerated client payment collections • Oversaw company’s supply chain operation...
Avg. Salary: $50,000 · Company Rank: Not Available
Workhorse Advisors
• Advised microcap and private companies on their financing needs, including determining financing structures, creating presentation decks, and sourcing investors; successfully put 5 companies in conversation with institutional investors • Performed due diligence, competitive research and financial analysis for 30 companies using corporate files and disclosures • Created financial pro forma and Excel valuation models for c...
Avg. Salary: $50,000 · Company Rank: Not Available
HSBC SECURITIES (USA) INC
Led the Bank through a comprehensive reengineering, work redesign and process improvement effort that resulted in improved quality and efficiency of data. For all Client Facing transactions for the Fixed Income Global Markets Sales Team. Act as a liaison between Sales, Trading and IT to provide relevant Management Information Reporting to Senior Management driving business performance and spot opportunities.
Avg. Salary: $150,000 · Company Rank: Not Available
NOMURA SECURITIES INTERNATIONAL
Responsible for developing and managing a complete upgrade of all Fixed Income Commission reporting for a multi-billion dollar international company. Increased the reliability of analysis by leading a team of external consultants to implement a Siebel CRM system. This enabled the first automated analysis of client assignments, transactions and research distribution.
Avg. Salary: $150,000 · Company Rank: Not Available
CREDIT SUISSE FIRST BOSTON
Developed insightful reports for Senior Executives of key sales information goals to drive business. This analysis led to a better comprehension of the progress and goals of the division’s sales force to firm heads. Managed monthly payment to 150 member sales force: oversaw monitoring and reconciliation of payable account in excess of $125 million. Managed the divisional analysis of Sales and Market opportunities by engagin...
Avg. Salary: $150,000 · Company Rank: Not Available
New York Life Insurance Company
Strategically manage daily business operations and functions for the financial planning and reporting of the department including reporting package analysis of actual to plan results, trends, and roll forward statistics. Enhanced experience in sales reporting and assets under management including cash flow activity, accruals, and fee calculations. Perform data analysis for foreign transactions, STAT and GAAP entries, NAIC...
Avg. Salary: $107,000 · Company Rank: Not Available
New York Life Insurance Company
Ensures accuracy of the accounting guidelines and proactively provide financial support and statements. Assessing roll forwards, trend and account analysis, and financial disclosures are critical to adhere to accounting standards. NAIC and SEC exhibits and schedules are done annually. Proactively work with the internal and external auditors and other departments, as well as management teams to introduce new products, a...
Avg. Salary: $107,000 · Company Rank: Not Available
New York Life Insurance Company
Managed records for accuracy and to meet on-time demand of entries and helped develop the board report. Implemented a risk mitigation project detailing the SAP data plans.
Avg. Salary: $107,000 · Company Rank: Not Available
Institutional Investment Managment Solutions, LLC
Providing new fundamental and quantitative investment models that generate repeatable alpha to EMEA equity teams, hedge funds, and RIAs.
Avg. Salary: $95,000 · Company Rank: Not Available
Credit Suisse Securities, LLC
Increased AUM by presenting and executing team’s global investment framework; including equity quantitative models, fundamental analysis and SMA/FOF ranking models for customers.
Avg. Salary: $95,000 · Company Rank: Not Available
