Nathan Hartle, Cfa

Nathan Hartle, Cfa Email and Phone Number

Financial Analyst Investment Banking at The Braff Group @ The Braff Group
pittsburgh, pennsylvania, united states
Nathan Hartle, Cfa's Location
Indiana, Pennsylvania, United States, United States
About Nathan Hartle, Cfa

I bring a wealth of experience in handling diverse portfolios, conducting thorough financial analysis, and staying ahead of market trends and regulatory changes. My proficiency in software like Bloomberg, Morningstar Direct, and Workday Adaptive Planning ensures that I deliver top-notch investment analysis and financial planning.Key Expertise Areas:- Financial Analysis & Modeling: Mastering the art of dissecting financial data for actionable insights.- Investment Analysis: Navigating through investment opportunities to maximize potential returns.- Budgeting & Forecasting: Crafting precise budgets and forecasts to guide business strategy.- Market Trend Analysis: Staying ahead of trends to ensure informed decision-making.- Portfolio Management: Expertly managing portfolios for optimal performance and risk mitigation.I am committed to continuous process improvement, ensuring compliance with regulatory standards, and fostering strong relationships. My focus on strategic planning, evaluation, and meticulous financial analysis has been key in driving business success and guiding teams toward excellence.

Nathan Hartle, Cfa's Current Company Details
The Braff Group

The Braff Group

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Financial Analyst Investment Banking at The Braff Group
pittsburgh, pennsylvania, united states
Website:
thebraffgroup.com
Employees:
21
Nathan Hartle, Cfa Work Experience Details
  • The Braff Group
    Financial Analyst
    The Braff Group Aug 2024 - Present
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  • Panorama Education
    Strategic Financial Analyst Fp&A
    Panorama Education May 2022 - Jun 2024
    Boston, Massachusetts, United States
    In this role, I generated accurate monthly and quarterly financial statements for board review, private equity investors, and debt facilitators. Additionally, I crafted and maintained a debt financing model, supplying crucial insights and cash flow analysis to stakeholders.Key Contributions:• Managed business forecasts, budget plans, and variance analysis through the collaboration with department heads and business partners.• Elevated business intelligence by analyzing data and research to deepen understanding of cash flow, profitability, and revenue streams.• Achieved advanced financial insights and business metric analysis by transitioning from Excel to adaptive planning and managing new model.• Secured debt financing for future working capital and liquidity needs through strategic engagement with institutional lenders.• Generated significant interest income by strategically allocating available cash and developing precise financial models.
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  • Stewart Capital Advisors Llc
    Vp & Senior Portfolio Manager
    Stewart Capital Advisors Llc Dec 2014 - May 2022
    Indiana, Pennsylvania, United States
    Aiming to attain set goals, I enhanced clients' understanding of investments by conducting regular meetings with individual and institutional clients, offering economic and portfolio insights. Additionally, I supported organizational growth and training by providing internal economic commentaries, improving the team's comprehension of performance rationales, and mentoring new employees and interns in modeling and investment software.Key Contributions:• Oversaw $300M+ across nearly 300 accounts in equities, fixed income, and mutual funds, ensuring continual portfolio alignment and achieving optimal financial performance.• Enhanced portfolio value through in-depth research, analysis, and due diligence of mutual funds and equities, focusing on the financials and consumer staples sectors.• Met optimal risk-reward goals for institutional 401k plans and individual clients by developing portfolio and asset allocation models.
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  • Elderton State Bank
    Credit Analyst
    Elderton State Bank Aug 2013 - Dec 2014
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  • Indiana University Of Pennsylvania
    Accounts Payable
    Indiana University Of Pennsylvania Feb 2010 - May 2013
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Nathan Hartle, Cfa Education Details

Frequently Asked Questions about Nathan Hartle, Cfa

What company does Nathan Hartle, Cfa work for?

Nathan Hartle, Cfa works for The Braff Group

What is Nathan Hartle, Cfa's role at the current company?

Nathan Hartle, Cfa's current role is Financial Analyst Investment Banking at The Braff Group.

What schools did Nathan Hartle, Cfa attend?

Nathan Hartle, Cfa attended Indiana University Of Pennsylvania, Indiana University Of Pennsylvania.

Who are Nathan Hartle, Cfa's colleagues?

Nathan Hartle, Cfa's colleagues are Lauren Bonaccorsi, Michael Koziak, Steve Garbon, Kris Novak, John Hickey, Brandy Rose Yungel, Vanessa Cole Rhyner.

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