Reporting And Data Manager
Current
Aug 2023 - Present
AeroLeads people directory · profile
Eric Sousa Email & Phone Number
Financial Services Manager, HEC Paris MBA Graduate
at
The Advisory Group of San Francisco, LLC
1 work email found
@cypresswealth.com
2 phones found area 707
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Manager, HEC Paris MBA Graduate
Location
San Francisco, California, United States
Who is Eric Sousa? Overview
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Quick answer
Eric Sousa is listed as Financial Services Manager, HEC Paris MBA Graduate at The Advisory Group of San Francisco, LLC, based in San Francisco, California, United States. AeroLeads shows a work email signal at cypresswealth.com, phone signal with area code 707, and a matched LinkedIn profile for Eric Sousa.
Eric Sousa previously worked as Reporting and Data Manager at The Advisory Group Of San Francisco, Llc and Associate Consultant at Federal Home Loan Bank Of San Francisco. Eric Sousa holds Master Of Business Administration - Mba from Hec Paris.
Company email context
Email format at The Advisory Group of San Francisco, LLC
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{first_initial}{last}@cypresswealth.com
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AeroLeads found 1 current-domain work email signal for Eric Sousa. Compare company email patterns before reaching out.
Profile bio
About Eric Sousa
I am an MBA student currently pursuing a 16-month, full-time MBA program at HEC Paris in France. Before the program, I worked as a financial services professional in the capital markets and wealth management sector, based out of the San Francisco Bay Area. Prior to working, I graduated in three years from the University of California, Davis, in 2014 with dual Bachelor of Arts degrees in Economics and International Relations, cum laude.Manners in which I like to add value to a team include my optimistic outlook, eagerness to hear the opinion of others, and ability to focus on the details of the task at hand. I enjoy taking on new challenges in my day-to-day and see myself as a life-long learner.
Listed skills include Economics, Microsoft Excel, Stata, Microsoft Word, and 33 others.
Current workplace
Eric Sousa's current company
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The Advisory Group Of San Francisco, Llc
AeroLeads page
6 roles
Eric Sousa work experience
A career timeline built from the work history available for this profile.
Associate Consultant
- U.S. government-sponsored bank that provides liquidity to financial institutions to support housing finance and community investment.
- Performed daily and monthly updates and analytical reviews to ensure accurate reporting and maintenance of the Bank’s general ledger and databases to properly reflect the Bank’s financial assets and liabilities. Oracle.
- Leveraged Calypso Trade Processing Platform and Workday to complete rate reset verification; funds transfer activity, and document all financial transactions. Reviewed and prepared daily income and outgoing wire.
- Cross-functional projects included testing of new trade approval processes that increased efficiencies by 30%. Organized and presented efficiency findings via Tableau to explain trends and push for similar projects.
Jun 2022 - Sep 2022
Finance Associate / Project Manager / Securities Trader
Cerity Partners / Bos Investments
- Provided service and operational support for institutional and individual relationships and acted as a liaison with brokerages. Engaged in the trading of equity and debt securities on behalf of clients.
- Worked with 152 individual/institutional clients and the associated brokerage houses retaining their assets.
- Reviewed and implemented the portfolios of new clients. Onboarded 3 institutional and 10 large-AUM individual clients in 2019, a record figure in a year for an associate.
- Introduced a restructured financial supply chain management process that increased accuracy by 20%.
- Implemented trading strategies of portfolios in excess of $40 million and negotiated financing for real estate purchases and refinancing.
- Leveraged data analysis tools to implement budgets, DCF, forecasting, and other complex portfolios in excess.of $40 million. Researched and negotiated financing terms for client real estate purchases.
Jun 2017 - Aug 2021
Portfolio / Operations Analyst
- Maintained client database and prepares financial statements for clients and wealth managers on both a monthly and quarterly basis. Supported wealth managers by serving as primary contact to numerous clients and.
- Reconciled 42% of all client accounts (~200) on a monthly basis for the purposes of portfolio tracking and reporting.
- Analyzed client statements in tandem with in-house tax professionals and wealth managers to identify tax-loss harvesting opportunities.
- Maintained database processing thousands of daily equity and fixed income trade transactions.
- Analyzed client financial statements in tandem with in-house tax professionals and wealth managers toidentify portfolio rebalancing and tax-loss harvesting opportunities.
- Maintained client database and financial data repository. Sourced and beta-tested new database aimed at increasing the processing of thousands of daily equity and fixed income trade transactions by 50%. Trained team.
May 2015 - Feb 2017
Data Entry Specialist
- Cataloged and managed publication data of current UC Davis faculty into an online database.
Oct 2011 - Aug 2014
Financial / Project Management Analyst
- Project Management within the IT Department of Franklin Templeton. Leveraged Agile philosophy and Scrum methodology to organize a global team and restructure high net-worth client statements. Coordinated the.
- Surveyed over twenty wealth managers to ascertain key areas of improvement in client statements and assisted in creation of improved statement wireframes.
- Leveraged Agile philosophy and Scrum methodology to organize a global team and restructure high net-worth client statements. Coordinated the implementation of an enterprise architecture software tool designed to gather.
- Performed forecasting and budgeting via EPM for miscellaneous projects across the enterprise. Leveraged cost accounting methodologies, completed monthly reporting analysis, and presented findings.
- Facilitated weekly project meetings to establish project milestones and guide it to completion.
- Interviewed over 9 project managers from a host of previous projects and programs and compiled a list of recommendations aimed at improving project timeliness and costs by 15%.
May 2013 - Sep 2013
3 education records
Eric Sousa education
Master Of Business Administration - Mba
Hec Paris
Bachelor'S Degree, Economics And International Relations
University Of California, Davis
High School Diploma
Mare Island Technology Academy
FAQ
Frequently asked questions about Eric Sousa
Quick answers generated from the profile data available on this page.
What company does Eric Sousa work for?
Eric Sousa works for The Advisory Group of San Francisco, LLC.
What is Eric Sousa's role at The Advisory Group of San Francisco, LLC?
Eric Sousa is listed as Financial Services Manager, HEC Paris MBA Graduate at The Advisory Group of San Francisco, LLC.
What is Eric Sousa's email address?
AeroLeads has found 1 work email signal at @cypresswealth.com for Eric Sousa at The Advisory Group of San Francisco, LLC.
What is Eric Sousa's phone number?
AeroLeads has found 2 phone signal(s) with area code 707 for Eric Sousa at The Advisory Group of San Francisco, LLC.
Where is Eric Sousa based?
Eric Sousa is based in San Francisco, California, United States while working with The Advisory Group of San Francisco, LLC.
What companies has Eric Sousa worked for?
Eric Sousa has worked for The Advisory Group Of San Francisco, Llc, Federal Home Loan Bank Of San Francisco, Cerity Partners / Bos Investments, Cypress Wealth Advisors, and Uc Davis Office Of The Vice Provost.
How can I contact Eric Sousa?
You can use AeroLeads to view verified contact signals for Eric Sousa at The Advisory Group of San Francisco, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eric Sousa attend?
Eric Sousa holds Master Of Business Administration - Mba from Hec Paris.
What skills is Eric Sousa known for?
Eric Sousa is listed with skills including Economics, Microsoft Excel, Stata, Microsoft Word, R, Data Entry, Data Analysis, and Microsoft Office.
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