Christopher Slade Email & Phone Number

Kansas City, Mo, Us

San Dimas, Ca, Us

San Dimas, Ca, Us

Lake Oswego, Or, Us

Supported operations leadership in New Center Growth as a Finance Business Partner: built and updated budgets, reported weekly and monthly KPIs, provided regular commentary to operations leadership on opportunities for growth, and provided ad hoc analyses to support performance and profitability of centers.

Shawnee Mission, Ks, Us

Built and maintained forecast models for AUA, AUM, U&D revenue, Distribution expenses, and Transfer Pricing on a monthly basis.Led monthly forecast process: setting schedules, building reporting, assisting with and gathering analysts’ variance explanations, and presenting to upper management.Partnered with business leaders of Investment Management, Risk Management, Trading, Transfer Agent, Compliance, and Facilities in planning their annual budgets, updating their quarterly business reviews, and preparing monthly budget vs. actual variance explanations.Built business cases for new wealth management products, projecting profitability and asset levels while accounting for variable revenue and expense rates and any potential cannibalization impact.Updated Field Office Profitability HPCM model, maintaining business rules and providing monthly KPI metrics for financial advisors.Introduced and implemented market rate sensitivity scenarios in forecast for reporting to upper management.

Shawnee Mission, Ks, Us

Analyzed, prepared, and reported asset flows data for mutual funds and separate managed accounts to assist management and sales teams with decision making and for public reporting.Analyzed and reported fund profitability.Analyzed management fee revenue and forecasted shareholder service fees.Analyzed third party distribution relationships and reported the profitability of these relationships.Budgeted wholesalers' individual travel and entertainment expenses and reported monthly wholesaler expenses.Built contract analyses that forecasted long-term sales and assets with third party broker-dealers, reporting how proposed changes in contracted expense rates will impact Waddell & Reed’s different business units and suggesting counter proposals.Prepared transfer pricing journal entries to allocate revenues and expenses between departments.Produced monthly department expense and budget vs. actual reporting to assist management with budget and business decisions.Provided budget vs. actual variance explanations for the marketing and third party distribution departments for upper management.

Managed a value investing portfolio of $700,000, with approximately $400,000 held in equities and the remainder in cash, that had consistently outperformed the S&P 500.Applied value investing principles in making decisions on whether or not to maintain positions in current holdings and whether or not to purchase shares in additional firms based on recommendations from other groups.Analyzed firms through both qualitative and quantitative analysis of their operating results, financial statements, management, and risk factors.Valued firms through the application of relative valuation by multiples, earnings power valuation, and valuation by precedent transactions.

Researched audit and preparation methods for energy companies’ reserves as well as the impacts of fraud investigations by SEC and/or independent parties on energy companies' net income.

Shawnee Mission, Ks, Us

Assisted with creation of due diligence database.

Shawnee Mission, Ks, Us

Communicated with financial advisors on a daily basis to ensure that agreements sent in were legally viable.Processed Service Change Agreements for MAP and MAP Plus accounts, moving client's funds between mutual funds.

Mission, Ks, Us

Asisted in year-end audit process.

Shawnee Mission, Ks, Us

Assisted financial analysts and marketing department with financial reports concerning Ivy Funds and Waddell & Reed mutual funds.Critiqued and proofread literature describing the performances of various mutual funds.Researched for value add presentations on topics pertaining to the investing habits of different demographics and tips for financial advisors on how to conduct better business.Wrote postings for the Ivy Funds microsite about current situations around the globe that impact the economy.