Financial Analyst Career Research and Resources
Kforce Government Services
Avg. Salary: · Company Rank: Not Available
Defense Finance And Accounting Service
Avg. Salary: · Company Rank: Not Available
CNA Financial Corporation
• Responsible for pricing and valuation of CNA’s $40 billion investment portfolio containing approximately 5,500 fixed income securities in multiple sectors, including investment grade corporates, state and municipal obligations, residential and commercial mortgage-backed, and asset backed securities, Treasuries and other governments, high yield securities, private issue warrants, and exchange traded options. Representing 7...
Avg. Salary: $0 · Company Rank: Not Available
Consulting Projects
• Johnson Bank, Racine, WS (12/2016 – 02/2017) – Conducted FTP and ALCO Interest Rate Risk model validation projects for Johnson Bank, in Racine, WS. Validation workbooks and reports were prepared for both projects; some improvement opportunities identified. • Northern Trust, Chicago, IL (02/2017 – 03/2017) –Prepared existing state FTP documentation for Northern Trust; some improvement opportunities identified. Analyzed and...
Avg. Salary: $0 · Company Rank: Not Available
Robert Half Management Resources
Avg. Salary: $100,000 · Company Rank: Not Available
Wells Fargo
Avg. Salary: $100,000 · Company Rank: Not Available
Planning & Accounting Project Consultant
• Bank of America Merrill Lynch, Chicago, IL – Hedge Fund accounting for Bank of America Merrill Lynch fund administration clients, including financial statement preparation, investment accounting for all positions held by assigned funds, and GL account reconciliations. • Flagstar Bank, Troy, MI – Valuation model development for Mortgage Servicing Rights (MSRs) and for Trading Account private placement CMOs (collateralized ...
Avg. Salary: $0 · Company Rank: Not Available
Countrywide Capital Markets
• Financial reporting responsibilities included complete financial statement preparation including monthly balance sheet, income and cash flow statements, annual audit management/support with PWC. • Controlled and executed month-end general ledger close. Closing balances were supported with monthly GL account reconciliations. • Specialized financial reporting (credit stress tests) for Countrywide’s non-agency mortgage-backe...
Avg. Salary: $0 · Company Rank: Not Available
Midwest Bank Holdings
• Assisted CEO in quarterly financial statement review, monthly financial plan review, and fair value analysis of financial instruments (loans, securities, and hedges), prepared monthly investment yield, investment fair value, and total return reports. • Responsible for management and trading of a $1 billion mortgage-backed securities portfolio and a derivatives portfolio containing Treasury futures, interest rate swaps, ba...
Avg. Salary: $0 · Company Rank: Not Available
Compass Bank & First Heights Bank
• Assisted CFO in monthly budget/plan review, and fair value analysis of financial instruments (loans, securities, hedges) • Responsible for management of a $3 billion investment portfolio composed predominantly of mortgage-backed securities at Compass Bank after it acquired First Heights Bank. • Converted $2 billion to a total return framework with specific effective (option-adjusted) duration and effective convexity targe...
Avg. Salary: $0 · Company Rank: Not Available