Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
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
Stevens, Sloan & Shah - CPA
Consultant in the floowing areas: Portfolio Reviews, Consumer Compliance, Credit Administration, Loan Plicy and Procedures, Disaster Recovery Plans, Information Security, Credit Risk
Avg. Salary: $1 · Company Rank: Not Available
Pacific Valley Bank
Promoted to President with responsibility as primary business development officer. Directed team of seven including Chief Loan Officer, CFO, Director of Retail Banking, Chief Risk Officer and Branch Managers. Held oversight for day-to-day operations with P&L accountability.
Avg. Salary: $1 · Company Rank: 4.0 out of 5
Pacific Valley Bank
Developed all loan policies, procedures, and product lines for start up Bank; oversaw compliance, reputation, regulatory, performance, operational, and credit risk management; implemented process and controls for all lines of new consumer and business relationships. Directed cross functional team of 10.
Avg. Salary: $1 · Company Rank: Not Available
Monterey Bay Bank
Designed loan products and process to grow earning assets; enhanced business lines to include secondary market, income property loans and construction loans. Devised alternative delivery channels to achieve budgeted loan growth across retail, wholesale, bulk and individual loan purchases, and loan participations with other banks. Directed team of four comprised of Chief Appraiser, Loan Administrator, Loan Service Manager, L...
Avg. Salary: $1 · Company Rank: Not Available
Cypress Caost Bank
Avg. Salary: $1 · Company Rank: Not Available
Commercial Bank
Avg. Salary: $1 · Company Rank: Not Available
World Savings
Avg. Salary: $1 · 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
