Global Finance and Buisness Management Analyst
- Job function (e.g., overall role, assigned tasks)
- Examples of projects (e.g., list the projects you worked on and what you accomplished)
- What you learned and how it relates to your major (e.g., describe what you learned from this experience in the context of specific courses)
- Once approved, the description is automatically displayed in a post on your e-portfolio.
- JOB functions: Act as a trusted advisor to business and group heads by identifying, escalating, and mitigating business risk.
- optimize business performance by managing key initiatives, creating financial statements and controls, and working on regulatory issues.
- Create meaningful analysis and reporting, coordinate with partners across the firm to provide strategic advice, generate budgets and forecasts, and contribute to large-scale projects across businesses.
- Hands-on training in finance and business management practices, accounting methods, Alteryx, Pitch Pro, and Excel taught by internal and external professionals.
- Examples of Projects:
- Formulated new Branch Planning Proposal by creating a five-year financial forecast to show whether branch would breakeven as well
as project deposit mix, account size, and account production and give sensitivity analysis based on projections - Perform risk analysis for branch proposal to showcase how certain scenarios would affect financial projections
- Created cost/benefit analysis for the Non-Profit sector to show the effects of going virtual using cloud-based software using Pitch Pro software
- Formulated new Branch Planning Proposal by creating a five-year financial forecast to show whether branch would breakeven as well
- I learned the different functions of the banking industry and how they all come together to manage businesses. Using software such as Alteryx (similar to SQL learned in MIS 2502) I was able to learn how to manage certain clients\’ data and transfer it over to Excel, analyze it and present it to the Executive Team. I learned how to use my financial accounting knowledge to create financial forecasts for a branch opening over the next 5 years.