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Accounting & Finance Career Research

Merrill Lynch

Accounting & Finance - Financial Analyst - Atlanta, GA

•Sought to acquire potential clients with assets of $500,000 or more to invest. •Learned wealth management software tools used for client reporting and portfolio analysis. •Planned and executed various marketing strategies such as seminars and mailings to assist advisors in growing their practice. •Assisted brokers in equity, fixed income, and mutual fund recommendations based upon client portfolio holdings and investmen...

Avg. Salary: $45,000 · Company Rank: Not Available

US Department of Treasury

Accounting & Finance - Financial Analyst - Atlanta, GA

•Selected on the management team to oversee 40 mail clerks. •Monitored 40 mail clerks in reaching Dept. of Treasury’s quota of 100 sorts per hour. •Performed various clerical duties such as maintaining records, extracting, sorting, numbering, batching, and filing tax returns and related correspondence. •Examine file materials to identify primary subject matter and assign proper classification. •Helped process 2008 tax...

Avg. Salary: $45,000 · Company Rank: Not Available

Lincoln Financial Advisors

Accounting & Finance - Financial Analyst - Atlanta, GA

•Assigned closely with financial planners to develop and run financial reports and statements. •Assisted with building and managing a recruiting database. •Helped in retirement planning, estate planning, business owner planning, and wealth management with accounts ranging from $100,000 to over $1 million. •Developed Excel spreadsheets to analyze client portfolio valuations. •Performed risk analysis on portfolio means an...

Avg. Salary: $45,000 · Company Rank: Not Available

Federal Reserve Bank of Atlanta

Accounting & Finance - Financial Analyst - Atlanta, GA

•Collected and validated records received from the 6th District banks and bank holding companies that exceeded $500 million. •Provided guidance to institutions regarding reporting requirements and definitions of data items. •Reviewed the reported data to ensure its quality and contact institutions to clarify atypical data. •Prepared data transmissions to the Board of Governors in Washington, D.C. •Examined market data t...

Avg. Salary: $45,000 · Company Rank: Not Available

Arbor Commercial Mortgage

Accounting & Finance - Financial Analyst - Bloomfield Hills, MI

•Work with the Midwest Regional Director on development of new business opportunities in the multi-family market including apartments, cooperatives, and affordable housing using Fannie Mae, FHA, CMBS, Bridge, and Mezzanine loan products. •Interview clients and gather information pertaining to their current and future financial needs in order to provide solutions for individual situations. •Qualify potential borrowers for ...