Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
USFI
My responsibilities were : Accounts payable manager/payroll manager asst. HR/ benefits coordinator, was CEO's speech writer, motivational speaker.
Avg. Salary: $72,000 · Company Rank: Not Available
Naok Financial
• Conducted fundamental research of restaurant and retail industries and monitored ongoing development in the sector • Built sophisticated financial models and performed extensive valuation work; updated important financial databases • Drafted company and industry research reports and presented investment opinions to portfolio manager and clients
Avg. Salary: $47,500 · Company Rank: Not Available
Allianz
• Built a sales marketing campaign to reach out more prospects in 10 big shopping malls and 5 campuses • Provided needs-based analysis and financial solutions to clients. Sold 20 life insurance policies, resulting in sales of premium RMB50,000 in two months, ranking top 5 for interns
Avg. Salary: $47,500 · Company Rank: Not Available
Shanghai Zhang Tiejun Jewelry Group
• Conducted financial statement analysis of 30 branches and prepared the reporting packages for management • Built financial models and performed long-term forecasts on revenue, cost and cash flows • Studied feasibility of expansion plan to new markets including Beijing, Dalian and Harbin • Performed competitors’ intelligence by visiting 5 jewelry stores and offered suggestions on overall marketing plan and pricing strateg...
Avg. Salary: $47,500 · Company Rank: Not Available
Case Western Reserve University
Equity Research Analyst (Project Manager)---Academic Project Fall 2011 • Analyzed and presented recommended IPO Price for Dave & Busters, a casual dining and entertainment company • Led due diligence on business model, industry, competitors and risks; built a sales forecasting model using new stores growth approach and identified the entertainme...
Avg. Salary: $47,500 · Company Rank: Not Available
Penson Financial Services
PENSON FINANCIAL SERVICES Banking Analyst Reviewed, scanned and posted incoming checks to customers’ brokerage accounts. Examples include individual accounts, IRA accounts, margin accounts, UTMA, trust accounts and corporate accounts. Reconciled various accounts. Reviewed and processed customers’ applications who were requesting check writing, debit cards, and reorder of checks on their account. Extensive telephone and case...
Avg. Salary: $37,500 · Company Rank: Not Available
Bank Of America
2005 – 2005 BANK OF AMERICA Online banking – Customer Service Representative Process and procedures for fulfilling customers needs related to products and services
Avg. Salary: $37,500 · Company Rank: Not Available
Fidelity Investment
FIDELITY INVESTMENT / NATIONAL FINANCIAL SERVICES Transfer of Asset / Senior Account Service Representative (New York – Dallas, TX) Reviewed and processed transfer documents for accuracy and required information on incoming and outgoing transfer requests on customer’s brokerage accounts. Indemnified and corresponded with contra firms in the reclaim and settlement of over-delivered or short positions in customers’ accounts. ...
Avg. Salary: $37,500 · Company Rank: Not Available
wells fargo
Maintaining a superior level of customer service Providing platform support and handling all customer transactions. Adhering to all bank policies and procedures Ensuring compliance with all banking regulations and security protocols Leading, motivating and coaching branch staff Participating in community events and local organizations to promote the bank
Avg. Salary: $70,000 · Company Rank: Not Available
BANK OF SCOTIA
Senior personal banking officer give excellent Customer service Acquire business prospect in and out of the assigned branch to bring new business Retain and deepen relationship Profile new and existing customer to ensure cross sell of deposit credit and personal products. Follow up to ensure I have captured the full opportunity Referring Conventional mortgage, Mortgages insured, special mortgages program (self ...
Avg. Salary: $70,000 · Company Rank: Not Available
