Simply Finance

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by Yegor Nadvornyy, Finance Rotational Analyst at Microsoft, Seattle, US.

3 марта 2014 года, пн в 18:00 по Киеву (UTC +2) открываем “Видеомастрескую” цикла №1 “Современная профессия аналитик: опыт практиков”. Сессия 1.

Эксперт: Yegor Nadvornyy, Finance Rotational Analyst at Microsoft, Seattle, US.

В программе:
-- Finance Overview;
-- Investment Banking;
-- Consultancy Services;
-- Corporate Finance.

А также поговорим:
-- О ролях и процессах в компании Microsoft;
-- Compensation System (об эффективной мотивации сотрудников);
-- Corporate Finance Tools (какими инструментами пользуются аналитики в корпорациях);
-- Как ежедневно принимать эффективные решения, основанные на данных.

Много интереснейших примеров из практики и личный опыт. Язык: русский, английский.

Видеовстреча будет транслироваться в прямом эфире из офиса Microsoft, Seattle, US на канале https://www.youtube.com/Harizmalife

PS. Заявки на участие принимаются в этой ленте или по почте. Анонс и запись мероприятия: https://plus.google.com/events/c0npu5ibvl5mvmf09b6tr8tcfa8

Пишите, приходите. Будет интересно!

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Simply Finance

  1. 1. Simply Finance with Yegor Nadvornyy
  2. 2. Introduction • Originally from Ukraine • Studied Electrical Engineering in Dnepropetrovsk • Moved to US in 2006: NJ, PA, FL, WA (+NY) • BBA from Florida International University (Finance) • President of Association of Latino Professionals in Accounting and Finance • Toastmasters • Tech Group • Industries: Hospitality, Tech, Finance and Real Estate
  3. 3. Financial Services Industry in the United States • Largest and most liquid in the world markets • 7.9% (or $1.24 trillion) of U.S. GDP (2012) • 5.87 million people employed • 818,000 people were employed in the securities and investment sector
  4. 4. Topics • English • Finance at School (University) • Finance branches: Banking(+IB), Corporate Finance, Consulting, Insurance • Business overview • Finance roles • Skills • Soft skills • Technical skills
  5. 5. Why English is important? • Business language of the World • Women speak better English than men – in almost every country worldwide. • International sectors use English, and local sectors don’t. • European countries speak great English, Asian countries are in the middle, and everyone else lags. (Forbes) • Access to information • News • Continuing Education • Networks, Partnerships etc.
  6. 6. Finance at US school • Public Schools vs. Private • Business Majors: Finance, Accounting, Marketing, International Business, Economics*, Management • Corporate Recruiting and Internships • Business organization and fraternities
  7. 7. Finance at US school (continued) • Gordon Rule: 60 credits (1-3 credits/class) • US Financial System • FED, Stock Market, Agencies • Banking, Financial Risk Management and Derivatives • Trading, International Finance • Corporate Finance • Accounting, Law • News, trends, history
  8. 8. Finance branches: Banking(+IB) • Branch: Teller, Personal Banker, *Financial Advisor (Wealth Manager) • Deposits, Check cashing, Notary, Loans, Mortgages etc. • HQ: • • • • • • • Operations (Processing checks, accounts management +1000 more things) Risk Management (Exposure, Reserve Ratio, Portfolio etc.) Trading (FOREX, Nasdaq, NYSE, FED) Treasury (wires, planning, managing reserves etc.) Compliance: SOX, SEC reporting etc. International banking Other: marketing
  9. 9. Finance branches: Investment Banking, Private Equity, Venture Capitalist • IPO • Valuations • Road Show • Sell, Sell, Sell • M&A • Wealth Management • CFA, CPA, CFP • Trusts and Estates, wills etc. • Mutual Funds, Hedge Funds, Real Estate Funds etc.
  10. 10. Finance branches: Corporate Finance • Budgeting, Forecasting + LRP • Reporting and analysis • Compliance • Strategy (including pricing and competitive analysis) • Investor relations • Org Risk (ERM) • Treasury • Partners’ relationships • Operations
  11. 11. Finance branches: Consulting (Finance) • Cash management • Debt restructuring • IPO consulting • Reporting systems • Metrics • Compliance • Other: IT consulting, Legal, Accounting, Management, ERM etc.
  12. 12. Finance branches: Insurance • Property • Personal • Car • Life • Derivatives – Credit Default Swaps • Statistics, statistics, statistics!
  13. 13. Skills • Excel • Pivot tables, Power Pivot, SQL, VBA • • • • • • • • Verbal and written communication skills Negotiation and personal selling Analytical skills Proactivity Strong ability to learn, flexibility High attention to details Presentation skills Interpersonal skills
  14. 14. Other topics • Resume writing • LinkedIn and online presence • Coursera.com, Novoed.com • Codeacedemy.com • Pluralsight.com etc. • • • • • Stanford, Harvard certificates Project Management + PMI Professional organizations and networking Internships and Entrepreneurial Ventures Reading: Books, News papers, twitter

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