Kurt Frederick Email & Phone Number

San Francisco, California, United States

California, United States

Prepare internal and external financial and regulatory reports including NCUA 5300 Call ReportExecute management reporting and analysis including monthly financial statements, quarterly budget to actual report and other analysesAssist in preparation of the annual budgetResearch and document abnormalities or significant changes to financial reports.Manage general ledger reconciliations

San Francisco

Led production of financial statements and liability (funding and deposits) regulatory filings to various state, federal and international regulators.

San Francisco

Generated quarterly financial statements for bank, bank holding company and parent company.

Primary coverage of healthy lifestyle stocks for one of the largest private, independent brokerage firms in the U.S.

Supported coverage of household/personal care and recreation/leisure stocks for one of the largest private, independent brokerage firms in the U.S.

Analyzed data and generated quarterly consolidated financial statements for bank holding companies, banks, and their individual non-bank subsidiaries.

Implemented accounting software at small- and medium-sized businesses, trained end-users and management, researched and resolved client questions via phone support and on-site analysis

Mba, Finance

Activities and Societies: Portfolio Manager, USC Marshall Student Investment Fund (Assets: $2.8M)

Bachelor Of Science, Accounting