Caleb Bower, Cfa
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Caleb Bower, Cfa Email & Phone Number

Experienced Finance Professional | Skilled in Business Development, Corporate Finance & Equity Research at Income Research + Management
Location: United States, United States, United States 8 work roles 2 schools
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Current company
Income Research + Management
Role
Experienced Finance Professional | Skilled in Business Development, Corporate Finance & Equity Research
Location
United States, United States, United States
Company size
188 employees

Who is Caleb Bower, Cfa? Overview

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Caleb Bower, Cfa is listed as Experienced Finance Professional | Skilled in Business Development, Corporate Finance & Equity Research at Income Research + Management, a company with 188 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Caleb Bower, Cfa.

Caleb Bower, Cfa previously worked as Senior Financial Analyst at Income Research + Management and Senior Financial Analyst at Cabot Corporation. Caleb Bower, Cfa holds Bachelor’S Degree, Finance & Management from Boston College.

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Income Research + Management

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Profile bio

About Caleb Bower, Cfa

As a dynamic financial professional, I bring a rich blend of Fortune 500 experience and entrepreneurial success. My journey spans from steering FP&A and Investor Relations at Cabot Corporation, to driving research initiatives at GfK Boutique Research, successfully managing a thriving dental practice, and contributing to various projects during my tenure at EY Advisory.I've excelled in both the intricate world of corporations and the nimble landscape of small businesses, consistently investing in my education and skill sets to better enable success for my teams.

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Caleb Bower, Cfa's current company

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Income Research + Management
Income Research + Management
Experienced Finance Professional | Skilled in Business Development, Corporate Finance & Equity Research
boston, massachusetts, united states
Website
incomeresearch.com
Employees
188
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8 roles · 8 years

Caleb Bower, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Financial Analyst

Cabot Corporation

Boston, Massachusetts, United States

  • Senior Liaison for FP&A: Connected Corporate Planning, Performance Chemicals, and Investor Relations to provide comprehensive financial analysis and communicate findings to executive management and the broader.
  • Investor Relations Support: Collaborated closely with the Vice President of Investor Relations to craft compelling earnings materials, including original and insightful PowerPoint decks and Management Discussion &.
  • Financial Consolidation and Reporting: Developed consolidated financials for the Lead business and designed executive reporting packages for internal reviews prior to earnings.
  • FP&A Planning and Coordination: Contributed to FP&A planning by coordinating budgets and forecasts for the Performance Chemicals segment, which recorded $125 million EBIT in FY23.
Apr 2023 - Jan 2024

Research Analyst

Gfk Boutique Research

Greater Boston Area

  • In-Depth Research Reports: Composed detailed research reports (20+ pages), analyzing public and private companies for top-tier hedge funds and asset managers focused on equity investing, valued at over $1 million per.
  • Financial Model Development: Developed and regularly updated financial models to value public companies within the coverage scope.
  • Marketing Material Creation: Created marketing materials for the sales team, highlighting data, company news, inflection points, and alpha-generating investment ideas in Consumer Technology.
  • Communicated research findings to Portfolio Managers on company earnings forecasts differing from consensus estimates.
2019 - Apr 2023

Practice Manager

Bradford Dental Care

Haverhill, MA

  • Dental Practice Management: Oversaw a dental practice generating over $2 million in annual production, managing FP&A, strategy, HR (+11 personnel), and marketing with a focus on financial projections and industry.
  • Profitability Maintenance: Successfully maintained profitability during challenging times in 2020, navigating industry shutdowns and restrictions amid the pandemic.
2018 - Mar 2023

Senior Associate - Risk Advisory

Ey

Greater New York City Area

  • Leadership and Efficiency: Led teams in identifying deviations from client policies, optimizing efficiency, and managing relationships with senior partners and offshore teams.
  • Project Management: Directed project teams by working closely with senior EY partners and overseeing multiple offshore teams, providing detailed work plans with a focus on maximizing profit margins.
  • Audit Field Lead: Served as field lead for a 5-person team on a SOX Program audit for a Fortune
Oct 2017 - Dec 2018

Associate - Risk Advisory

Ey

Greater New York City Area

Jul 2015 - Oct 2017

Industry Marketer For Insurance (Internship)

Pegasystems
  • Supported the development and execution of targeted marketing strategies to drive customer engagement and grow the insurance market segment.
Jun 2014 - Aug 2014

Pricing Coordinator (Internship)

Putnam Investments

Andover, MA

  • Supported and managed the foundational data sets used by the Global Fixed Income Portfolio Management, Quant and Credit Research teams.
Jun 2013 - Aug 2013
Team & coworkers

Colleagues at Income Research + Management

Other employees you can reach at incomeresearch.com. View company contacts for 188 employees →

KC Kari Cavanagh Kari Cavanagh Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → MP Mark Paulson Mark Paulson Colleague at Income Research + Management Winthrop, Massachusetts, United States, United States View → ML Michael Litchfield Michael Litchfield Colleague at Income Research + Management Natick, Massachusetts, United States, United States View → VP Vandara Peou Vandara Peou Colleague at Income Research + Management Providence County, Rhode Island, United States, United States View → DC Daniel Comiskey, Cfa Daniel Comiskey, Cfa Colleague at Income Research + Management Albany, New York Metropolitan Area, United States View → DV Dani Valdez Dani Valdez Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → TR Theresa Roy, Fsa, Ea, Cfa Theresa Roy, Fsa, Ea, Cfa Colleague at Income Research + Management Greater Boston, United States View → JM Jess Mcnamara Jess Mcnamara Colleague at Income Research + Management United States, United States View → JF Joe Federico Joe Federico Colleague at Income Research + Management Plainville, Massachusetts, United States, United States View → RD Ricardo Delgado Ricardo Delgado Colleague at Income Research + Management Greater Boston, United States View →
2 education records

Caleb Bower, Cfa education

Bachelor’S Degree, Finance & Management

Boston College

Activities and Societies: Boston College Division 1 Varsity Swim Team (4 years) Boston College Club Water Polo Team (4 years) Business.

FAQ

Frequently asked questions about Caleb Bower, Cfa

Quick answers generated from the profile data available on this page.

What company does Caleb Bower, Cfa work for?

Caleb Bower, Cfa works for Income Research + Management.

What is Caleb Bower, Cfa's role at Income Research + Management?

Caleb Bower, Cfa is listed as Experienced Finance Professional | Skilled in Business Development, Corporate Finance & Equity Research at Income Research + Management.

Where is Caleb Bower, Cfa based?

Caleb Bower, Cfa is based in United States, United States, United States while working with Income Research + Management.

What companies has Caleb Bower, Cfa worked for?

Caleb Bower, Cfa has worked for Income Research + Management, Cabot Corporation, Gfk Boutique Research, Bradford Dental Care, and Ey.

Who are Caleb Bower, Cfa's colleagues at Income Research + Management?

Caleb Bower, Cfa's colleagues at Income Research + Management include Kari Cavanagh, Mark Paulson, Michael Litchfield, Vandara Peou, and Daniel Comiskey, Cfa.

How can I contact Caleb Bower, Cfa?

You can use AeroLeads to view verified contact signals for Caleb Bower, Cfa at Income Research + Management, including work email, phone, and LinkedIn data when available.

What schools did Caleb Bower, Cfa attend?

Caleb Bower, Cfa holds Bachelor’S Degree, Finance & Management from Boston College.

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