Aaron Lipman Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, United States

New York, New York, United States

New York, New York, United States

New York, New York, United States

New York, New York, United States

• Compiled and distributed final Basel 3 Advanced and Standardized RWA numbers to business partners for monthly and quarterly capital reporting• Created peer and competitor research reports utilizing quantitative analysis, financials statements and investor presentations• Estimated the capital implications of monthly balance sheet movements within the Global Markets business• Produced several new forecasting and reporting processes, resulting in more precise and timely distribution of the monthly Global Markets RWA numbers • Implemented new method for monthly forecasting and analysis of the supplementary leverage exposure• Responsible for creating and leading capital analysis reports for the fixed income and equity trading desks

New York, New York

• Prepared and presented monthly commentary on large RWA changes for several fixed income trading desks, to senior traders • Performed in depth capital analysis on large trades including Repos, OTC Derivatives and Swap transactions• Researched and advised traders on the capital implications of fixed income trades• Produced several monthly presentations used to better explain major RWA movements within the Global Markets business• Built several new reporting tools, allowing for more granular analysis, while reducing the amount of time needed for monthly and quarterly processes by 30%

New York, Ny

• Produced and presented monthly and quarterly variance commentary for the MLPF&S legal entity, to senior management • Prepared and distributed the Daily and Weekly P&L estimates to senior management and the Regulatory reporting group• Assisted in the preparation and filing of the annual MLPF&S and MLPRO financial statements, which are filed with the SEC• Prepared several monthly and quarterly presentations, in order to better explain major movements within MLPF&S• Automated several daily, monthly and quarterly processes, which reduced the amount of time required to perform certain responsibilities by 80%• Created several new processes for MLPRO, which improved the monthly reporting and analytics• Improved and automated weekly Federal Reserve reports, resulting in a more efficient weekly reporting process, which cut down the amount of preparation time by 50%

New York, New York, United States

• Consolidated and updated monthly finance review decks used to monitor the performance of various Merrill Lynch offices• Built new templates used for forecasting the P&L, revenues and expenses for the coming year• Assisted in monthly P&L and discretionary expense reporting • Developed an automated system to check year over year net new household growth

Los Angeles, California, United States

• Contacted CFOs of major corporations to facilitate sales conversations • Discussed SEC filing and reporting needs, including 10-K, 10-Q and 8-Ks, with potential and existing clients • Assisted in the process of financial filings for large market cap corporations

Los Angeles, California, United States

• Researched and contacted potential clients for company that works primarily in payment processing, online payments and eChecks• Dealt mainly with community banks and large corporations• Maintained relationships with existing accounts through follow up calls and emails; made necessary referrals to other departments

Los Angeles, Ca

• Conducted research and connected potential clients with upper level management• Developed relationships with law firms for potential client referrals• Assisted in the process of formations of LLCs and LLPs

Bachelor Of Science - Bs, Accounting

Activities and Societies: Beta Gamma Sigma, Business Leadership Club, Accounting Society, Investment Club, Finance Club

Principles Of Financial Modeling, Finance, General