Sr. Financial Analyst
Current
Feb 2022 - Present
Who is Jared Sutton? Overview
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Quick answer
Jared Sutton is listed as Sr. Financial Analyst at PTC, based in Quincy, Massachusetts, United States. AeroLeads shows a work email signal at ptc.com and a matched LinkedIn profile for Jared Sutton.
Jared Sutton previously worked as Financial Analyst III at Thermo Fisher Scientific and Financial Analyst, Officer at State Street. Jared Sutton holds Bachelor'S Degree, Accounting from University Of Massachusetts Dartmouth.
Company email context
Email format at PTC
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{first_initial}{last}@ptc.com
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AeroLeads found 1 current-domain work email signal for Jared Sutton. Compare company email patterns before reaching out.
Profile bio
About Jared Sutton
Financial Analyst with 5+ years of experience in financial planning & analytics, balance sheet management and budget forecasting. Proven and thorough business acumen concerning P&L analysis, pricing and the interdependencies that exist between those disciplines. A judicious, detail-oriented and deliberative analyst who thrives in collaborative, dynamic environments.
Listed skills include Returns, Sec, Cost, Mentoring, and 75 others.
Current workplace
Jared Sutton's current company
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7 roles
Jared Sutton work experience
A career timeline built from the work history available for this profile.
Financial Analyst Iii
- Working in the Chemical Analysis Division (CAD) preparing accurate and timely analyses to capture and communicate business results, variances and performance trends
- Assisting with the preparation of finance reporting decks and business presentations, including monthly and quarterly reviews
- Identifying best practices using Corporate Management Reporting (CMR)/Essbase as FP&A budget and forecasting tools for CAD business unit and entities
- Working closely with key business partners to identify and mitigate issues impeding the achievement of the business goals
Mar 2021 - Dec 2021
Financial Analyst, Officer
- Conducted detailed trend analysis of client profit & loss statements to determine anomalies in revenue & expense data month-over-month, quarter-over-quarter, etc.
- Identified and access component costs associated with direct and indirect expense figures as they pertain to quarterly P&L reporting
- Directed the development, aggregation and distribution of P&L statements; approximate audience includes 50,000 recipients, Executive Management (Client Executives, CFOs, COOs) and relationship managers
- Ensured the accuracy, integrity and completeness of data included in all facets of financial reporting
Dec 2017 - Nov 2020
Performance Measurement Analyst, Senior Associate
- Provided rates of returns for client investments
- Explained changes between portfolio and benchmark returns using internal systems/data
- Supported senior staff by performing defined statistical/quantitative analyses or research in addition to developing materials for senior staff client presentations
Feb 2016 - Dec 2017
Financial Reporting, Associate 2
- Prepared fund’s financial statements and reports in compliance with SEC for Board of Director meetings
- Prepared regulatory forms such as N-SAR, 24f-2, N-CSR and N-Q. Calculated securities’ cost, market value, securities on and portfolio turnover ratio using ten key and macros
- Audited deliverables prior to them being delivered to client
Jul 2014 - Feb 2016
Accounting/Pricing Specialist, Associate 1
- Supported the production of fund Net Asset Values, processed fund activity for over 70 funds and two clients
- Collaborated daily with off shore team in India
- Reviewed dividends, corporate actions month end, mid-month reconciliations and communicated with investment managers. Performed assets transfers to funds
Jun 2013 - Jun 2014
Global Treasury Operations, Intern
- Performed timely and accurate daily security positions, balance sheet and cash clearing reconcilements for Global Treasury Investment and Money Markets portfolio’s
- Adhered to established deadlines when completing responsibilities and responding to inquiries
- Escalated issues as appropriate to assure timely and accurate resolution of exceptions
Nov 2012 - May 2013
1 education record
Jared Sutton education
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University Of Massachusetts Dartmouth
FAQ
Frequently asked questions about Jared Sutton
Quick answers generated from the profile data available on this page.
What company does Jared Sutton work for?
Jared Sutton works for PTC.
What is Jared Sutton's role at PTC?
Jared Sutton is listed as Sr. Financial Analyst at PTC.
What is Jared Sutton's email address?
AeroLeads has found 1 work email signal at @ptc.com for Jared Sutton at PTC.
Where is Jared Sutton based?
Jared Sutton is based in Quincy, Massachusetts, United States while working with PTC.
What companies has Jared Sutton worked for?
Jared Sutton has worked for Ptc, Thermo Fisher Scientific, and State Street.
How can I contact Jared Sutton?
You can use AeroLeads to view verified contact signals for Jared Sutton at PTC, including work email, phone, and LinkedIn data when available.
What schools did Jared Sutton attend?
Jared Sutton holds Bachelor'S Degree, Accounting from University Of Massachusetts Dartmouth.
What skills is Jared Sutton known for?
Jared Sutton is listed with skills including Returns, Sec, Cost, Mentoring, Finance, Treasury Management, Money Market, and Dec Alpha.
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