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!

1. Simply Finance
with Yegor Nadvornyy

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. 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. Topics
• English
• Finance at School (University)
• Finance branches: Banking(+IB), Corporate Finance, Consulting,
Insurance
• Business overview
• Finance roles
• Skills
• Soft skills
• Technical skills

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. 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. 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. Finance branches: Banking(+IB)
• Branch: Teller, Personal Banker, *Financial Advisor (Wealth Manager)
• Deposits, Check cashing, Notary, Loans, Mortgages etc.
• HQ:
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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. 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. 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. Finance branches: Consulting (Finance)
• Cash management
• Debt restructuring
• IPO consulting
• Reporting systems
• Metrics
• Compliance
• Other: IT consulting, Legal, Accounting, Management, ERM etc.

12. Finance branches: Insurance
• Property
• Personal
• Car
• Life
• Derivatives – Credit Default Swaps
• Statistics, statistics, statistics!

13. Skills
• Excel
• Pivot tables, Power Pivot, SQL, VBA
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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. Other topics
• Resume writing
• LinkedIn and online presence
• Coursera.com, Novoed.com
• Codeacedemy.com
• Pluralsight.com etc.
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Stanford, Harvard certificates
Project Management + PMI
Professional organizations and networking
Internships and Entrepreneurial Ventures
Reading: Books, News papers, twitter