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135 results for Financial Analysis in Pittsburgh, PA
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Taylor Davidson
Providing services: Financial Planning, Financial Analysis, Strategic Planning
Greater Pittsburgh Region
Summary: Taylor is the Founder and Managing Director of Foresight, a product and service company helping build operational and financial forecasts for startups and venture funds. Over 72,000 entrepreneurs and investors have used a Foresight template for forecasting, fundraising, valuations, and financial and operational analytics. More details at https://foresight.is
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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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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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Jonathan Southerly, MBA/JD
Providing services: Financial Accounting, Business Consulting, Financial Consulting, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Data Reporting
Pittsburgh, PA
Summary: My name is Jonathan R. Southerly, I am keenly focused on driving enterprise-wide success through proactive change management and comprehensive, strategic initiatives, I am able to promote exceptional across-the-board performance by revitalizing under performing areas and capturing new opportunities for growth. Confident I can deliver the same results with your organization; I invite you to review my resume in detail. Entrepreneurial and highly qualified, I bring more than 10 years of experience of serving as a financial and operational liaison. I am adept at supporting business decisions. I offer a track record of success in developing strategies for data acquisition and warehousing, maximizing Return on Investment (ROI), increasing bottom-line, designing dashboards, and streamlining communication process. Furthermore, I offer essential intangibles such as an engaging and collaborative management style and clear foresight to navigate around potential operational risks. I look forward to expanding on my career history, professional development, and personal character so we can pursue this partnership in greater depth. Please feel free to contact me at your convenience.
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Yuyao Wu
Providing services: Financial Advisory, Financial Analysis, Financial Reporting, Business Analytics, Business Consulting
Pittsburgh, PA
Summary: I am a full-time MS student in Management Information Systems and Business Analytics at the University of Pittsburgh. During my graduate study at Katz Business School, I dedicated two years to developing my skills in data analysis and business communication. I delved into the field of data analysis, focusing on leveraging data to gain insights and make informed business decisions. I conducted research on food insecurity issues within the Greater Pittsburgh Community, employing data collection and analysis techniques to explore the extent of the problem and identify potential solutions. In this research, I utilized various data analysis tools and techniques to analyze relevant data sets. I employed statistical methods to examine the factors contributing to food insecurity and identify patterns and trends. By applying data visualization techniques, I effectively communicated my findings to different stakeholders, including local communities, small businesses, and policymakers. Additionally, I investigated how small businesses could positively impact local communities in terms of addressing food insecurity. I analyzed data to evaluate the potential benefits that small businesses could bring, such as job creation, economic growth, and community engagement. Through my research, I aimed to provide actionable insights that could empower small businesses to make a meaningful difference in the fight against food insecurity. Overall, my graduate studies focused on developing proficiency in data analysis and utilizing data-driven approaches to address real-world challenges.
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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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Tara Steiner
Providing services: Financial Analysis, Financial Planning, Budgeting, Bookkeeping, Financial Advisory, Resume Review, Human Resources (HR), File Management, Program Management, Retirement Planning
Pittsburgh, PA
Summary: Highly analytical and result-driven Senior Financial Analyst with extensive 15+ years’ experience in developing and implementing accounting systems, directing finance and accounting programs, and performing financial analysis. Collaborative team player, skilled in hiring and training new staff, with ownership mentality and a track record of delivering the highest quality strategic initiatives to resolve challenges, propel business growth. Areas of expertise include; Hyperion Financial Management (HFM), SAP ERP, Oracle, Great Plains – Sage/MAS, Microsoft Office/FRX, Intuit Software, IBM Solutions, GAAP/STAT, IFRS, SEC Reporting, SOX, and Six Sigma.
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Vijayadurga Mandala
Providing services: Product Marketing, Growth Marketing, Direct Mail Marketing, Brand Marketing, Customer Service, Data Reporting, Payroll Services, Project Management, Financial Analysis, Financial Accounting
New Jersey, United States
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Lynann Casagrande
Providing services: Accounting, Financial Accounting, Non-profit Consulting, Financial Analysis, Financial Reporting
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 received my CPA and Series 3, 7 and 63 licenses, 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