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Andrew K. Email & Phone Number
Vice President, Strategic Finance
at
iCapital
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Strategic Finance
Location
United States
Company size
Who is Andrew K.? Overview
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Quick answer
Andrew K. is listed as Vice President, Strategic Finance at iCapital, a with 222 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Andrew K..
Andrew K. previously worked as Enterprise Solutions FP&A + Strategic Finance at Icapital and Legal Entity Financial Strategy - AVP at Credit Suisse. Andrew K. holds Bachelor'S Degree, Finance, Mathematics from University Of Vermont.
Company email context
Email format at iCapital
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iCapital
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Profile bio
About Andrew K.
Andrew K. is a Vice President, Strategic Finance at iCapital. He is proficient in French.
Current workplace
Andrew K.'s current company
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Icapital
6 roles
Andrew K. work experience
A career timeline built from the work history available for this profile.
Legal Entity Financial Strategy - Avp
Support Credit Suisse USA’s CEO, CFO, and other executives in managing and evaluating the financials of the firm’s combined U.S. operations through data forecasting and analysisProvide a legal entity perspective of the bank’s onshore and offshore U.S. and Americas footprints to optimize capital returns while satisfying regulatory requirements and other stakeholder expectationsModel and project full year forecasts and 5-year financial plans informed by historical performance, economic assumptions, legal entity strategies, and business initiatives to be presented to regulators, senior executives, and the Board of DirectorsDevelop tools to simplify and facilitate efficient data aggregation, calculation, and standardization for financial modeling and planning within the firm’s IT infrastructureEstablish a strong practical knowledge of financial planning software platforms and the relevant data architecture to maximize efficiency, create short-term work-arounds, and reduce dependency on IT service providersCollaborate with colleagues across divisions and regions to improve the quality and efficiency of deliverables and shared processesMaintain a current and comprehensive understanding of complex financial products and markets, and their effect on the operating dynamics of a leading financial services organization
Jan 2016 - Apr 2022
Cfo Americas Financial Planning & Analysis - Analyst
Support Credit Suisse’s Americas regional CFO through analysis and reporting of financialsPerform ad-hoc financial analysis and write P&L and market commentary to provide clear insight into the firm’s Americas operations -- consisting primarily of market making, investment banking, and asset management activityProduce weekly, monthly, and quarterly legal entity financial reporting packs to present revenue, expense, and budget information to senior executivesCommunicate with Canadian, Mexican, and Brazilian heads to create management information packs to properly understand country-specific operations and impacts to parent company
May 2014 - Dec 2015
Product Control - Rates / Emerging Markets - Summer Analyst
Supported fixed income trading desks by analyzing, reporting, and approving daily P&L to ensure consistent trader behavior and appropriate marks of positions in trading portfolioMonitored markets and risk exposures to explain revenue performance and assist in limiting losses associated with foreign exchange and interest rate riskDetected and investigated inconsistencies between front and back office revenue booking systemsGenerated daily and weekly macroeconomic and product-level commentary on U.S. Rates and Latin American Fixed Income marketsConducted month-end and quarter-end responsibilities associated with Emerging Markets Hard Currency books
Jun 2012 - Aug 2012
Product Control - Securitized Products - Summer Analyst
Jun 2011 - Aug 2011
Team & coworkers
Colleagues at iCapital
Other employees you can reach at icapitalnetwork.com. View company contacts for 222 employees →
MK
Minu Kim
Colleague at IcapitalNew York, United States
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MS
Michael Sanchez-Ruiz
Colleague at IcapitalSomerset, New Jersey, United States
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MQ
Maggie Q.
Colleague at IcapitalBrooklyn, New York, United States
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MA
Meredith Arditi
Colleague at IcapitalNew York City Metropolitan Area, United States
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VA
Vrinda Aggarwal
Colleague at IcapitalNew York, United States
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SS
Samantha Scutchfield, Cpa
Colleague at IcapitalNew York City Metropolitan Area, United States
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TG
Thomas Gioffre
Colleague at IcapitalUnited States
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EP
Eli Panter
Colleague at IcapitalNew York City Metropolitan Area, United States
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MH
Megan Hartshorn
Colleague at IcapitalNew York, United States
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SK
Sarah Kate Murphy
Colleague at IcapitalUnited States
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Minu Kim
Colleague at IcapitalNew York, United States
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MS
Michael Sanchez-Ruiz
Colleague at IcapitalSomerset, New Jersey, United States
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MQ
Maggie Q.
Colleague at IcapitalBrooklyn, New York, United States
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MA
Meredith Arditi
Colleague at IcapitalNew York City Metropolitan Area, United States
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VA
Vrinda Aggarwal
Colleague at IcapitalNew York, United States
View →
SS
Samantha Scutchfield, Cpa
Colleague at IcapitalNew York City Metropolitan Area, United States
View →
TG
Thomas Gioffre
Colleague at IcapitalUnited States
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EP
Eli Panter
Colleague at IcapitalNew York City Metropolitan Area, United States
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MH
Megan Hartshorn
Colleague at IcapitalNew York, United States
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SK
Sarah Kate Murphy
Colleague at IcapitalUnited States
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2 education records
Andrew K. education
Bachelor'S Degree, Finance, Mathematics
High School
Voorhees High School
FAQ
Frequently asked questions about Andrew K.
Quick answers generated from the profile data available on this page.
What company does Andrew K. work for?
Andrew K. works for iCapital.
What is Andrew K.'s role at iCapital?
Andrew K. is listed as Vice President, Strategic Finance at iCapital.
Where is Andrew K. based?
Andrew K. is based in United States while working with iCapital.
What companies has Andrew K. worked for?
Andrew K. has worked for Icapital and Credit Suisse.
Who are Andrew K.'s colleagues at iCapital?
Andrew K.'s colleagues at iCapital include Minu Kim, Michael Sanchez-Ruiz, Maggie Q., Meredith Arditi, and Vrinda Aggarwal.
How can I contact Andrew K.?
You can use AeroLeads to view verified contact signals for Andrew K. at iCapital, including work email, phone, and LinkedIn data when available.
What schools did Andrew K. attend?
Andrew K. holds Bachelor'S Degree, Finance, Mathematics from University Of Vermont.
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