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150 results for Financial Analysis in Pittsburgh, PA
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Summary: As a dedicated finance and economics major, I am deeply passionate about the world of investing and financial management. Through my involvement with organizations such as the Duquesne Asset Management Group and the Financial Management Association, I have honed my skills and broadened my understanding of financial markets, portfolio management, and investment strategies. I am always eager to expand my knowledge and make meaningful contributions in the financial sector. Driven by a commitment to excellence, I strive to leverage my skills in finance to make informed, impactful decisions.
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Fei Wang
Providing services: Financial Analysis, Data Recovery, Data Reporting, Strategic Planning, Business Analytics, Database Development, Information Management
Pittsburgh, PA
Summary: Currently completing my Master of Science in Management Information Systems, BIDA at Carnegie Mellon University, I possess a robust foundation in Mathematics from the University of Washington. My tenure at Guosen Securities as a Quantitative Research Analyst allowed me to deeply engage with data analysis, particularly in ETF trading and asset allocation strategies. With proficiency in Python, I developed a quantitative model that achieved a backtracking error rate of less than 0.015%. My analytical skills, complemented by my ability to communicate complex findings, empower me to deliver strategic insights and contribute to data-driven decision-making in the finance sector.
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Summary: I am currently a graduate student at the University of Chicago in Financial Mathematics program with expected graduation in Dec 2022. I gained experience in data analysis as an intern in Didi Chuxing and Bayer Healthcare, and experience in financial market as an intern in Sealand Securities and Agricultural Bank of China. I continued my studies to enhance my skills in Data analysis, Statistical Modeling and Derivatives Pricing. Currently, I am actively seeking intern in Quantitative Research and Data Analysis.
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Jack Goisse
Providing services: Title Insurance, Business Consulting, Strategic Planning, Financial Analysis
Pittsburgh, PA
Summary: With over 20 years of executive leadership experience in the title insurance industry, I help mortgage companies and real estate brokerages create additional revenue streams through strategic title agency formation. My proven track record includes scaling multiple title agencies to $15M+ in annual revenue while achieving 15-25% EBITDA margins. As a hands-on operational expert, I specialize in guiding businesses through the complete process of establishing and optimizing title agencies - from initial concept to full operation in 90 days. My partners benefit from vertical revenue integration, minimal capital investment, and exceptional returns, all while I handle the complexities of people, processes, and technology.
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Patrick Colletti
Providing services: Change Management, Executive Coaching, Public Speaking, Leadership Development, Management Consulting, Financial Analysis, Strategic Planning, Business Analytics, Corporate Training
Pittsburgh, PA
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Nyjah M.
Providing services: Software Testing, IT Consulting, Technical Support, Application Development, Data Recovery, Strategic Planning, Database Development, Financial Analysis, Financial Reporting
Pittsburgh, PA
Summary: Nyjah is a seasoned Data Engineer and DevOps Architect with a strong track record in scaling small businesses, supporting organizational growth through robust data solutions and process optimization. She excels in enhancing data quality and reliability, ensuring that data-driven decisions are backed by consistent, accurate, and actionable insights across technical workflows. Leveraging her experience across global investment banking and the non-profit sector, Nyjah aligns complex technical projects with the operational needs of growing organizations, helping stakeholders at all levels fully understand and leverage data to drive their missions forward. Her expertise spans data governance, infrastructure design, and process improvement, enabling her to create scalable solutions that enhance operational efficiency, boost client growth, and establish solid foundations for long-term success.
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Michael Roth
Providing services: Financial Advisory, Financial Planning, Insurance, Retirement Planning, Wealth Management, Life Insurance, Small Business Insurance, Financial Accounting, Financial Analysis
Greater Pittsburgh Region
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Summary: I am a versatile professional specializing in all aspects of the corporate planning process, including budget and financial forecast, data entry, detailed revenue and cost analysis, reconciliation, and tracking against plan. I successfully construct financial models in order to answer questions, apply sensitivity analysis, and test recommendations while anticipating potential business scenarios. Whether independent or within a cross-functional team, I pride myself at adapting and excelling under both working scenarios. I have successfully handled increased workloads, which included analytical responsibilities for 5 subsidiaries, during multiple department downsizing.
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Lana H.
Providing services: Accounting, Financial Accounting, Interview Preparation, Public Relations, Financial Analysis, Project Management, Business Analytics, Information Management
Pittsburgh, PA
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Tom Daniels CFA, MBA
Providing services: Financial Consulting, Financial Analysis, Content Marketing
Pittsburgh, PA
Summary: With deep and diverse knowledge of both the beneficial owner and agent lender sides of the industry, from a technical as well as strategic perspective, I'm working within an industry leading team to synthesize and replicate decision-making at the trading desk level proven to optimize intrinsic return, cash collateral management and utilization through generative AI as well as derive real-time counterparty and operational risk benefits. I previously led the Securities Lending Oversight consulting efforts at Aon Consulting collaborating with a diverse group of global asset owners, asset managers and lending agents. I joined Aon with 30 years of hands-on securities finance experience gained from multiple, major agent lenders and borrowers that included The Bank of New York, Mellon Bank, The Chase Manhattan Bank, Chemical Bank and Salomon Brothers in program development, trading, client management, sales and marketing. Most recently, I worked at BNY Mellon where I headed US & LatAM business development. My deep knowledge of securities finance coupled with past public accounting and audit experience enables me to provide unique insights, as well as broad consultative guidance. I am a CFA charter-holder and a member of the CFA Institute. I passed all parts of my CPA exam in one sitting and held Series 3, 7 and 63 licenses. I have a bachelor’s degree in business administration in accounting and MBA in finance with high honors. I am an accomplished, mission-driven, million-dollar contract sales leader employing a bespoke, market-differentiation and continuous improvement mindset for Fortune 500 consulting and banking organizations. A strategic thinker that led buildout of business services from creation to delivery and transforming project fees into annuity revenue. Focused on creating strategic, repeatable processes to drive high productivity and optimize resources. Demonstrated strength in building referenceable client loyalty by providing insightful and action empowering education and consultative guidance. Inclusive manager fostering high-performing teams based on trust and common goals. Excellent communication, interpersonal and analytical skills. Competencies include: ? Securities Finance and Custodial Services ? Business Development and Relationship Management ? Marketing, Product Strategy and Execution ? Quantitative and Qualitative Analysis ? Securities Lending Trading, Operations and Cash Collateral Management ? Contract Review and Negotiation