Sam Kusswurm, Cfa, Cpa Email and Phone Number
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• Highly motivated individual who enjoys new challenges and opportunities for growth • Chartered Financial Analyst (CFA)• Certified Public Accountant (CPA) • Certified Treasury Professional (CTP)
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PwcGreater Chicago Area -
Equity Research AssociateWilliam Blair Feb 2019 - PresentChicago, Il, Us -
Experienced AssociatePwc Aug 2016 - Feb 2019Gb• Perform financial statement audits under both IFRS and GAAP reporting frameworks• Responsible for auditing over $70 billion in debt and equity investments for a large multinational client • Facilitate the valuation of our client’s assets via stratification of their portfolio, fair value level analysis, and security classification • Utilize analytic tools to understand our client’s portfolio trends, asset class composition, and overall risk• Create data visualization reports to identify key attributes of our client’s holdings including geographic exposure, credit quality, currency risk, and concentrated positions• Test transactional processes including asset purchases, sales, maturities, calls, etc. • Deliver key engagement receivables under demanding schedules• Test the operating effectiveness of controls covering asset valuation, treasury operations, impairments, and financial statement closing• Improve use and effectiveness of team’s relationship with global service delivery center and valuation specialists• Build on client connections and grow team’s network of contacts -
Assurance InternPwc Jun 2015 - Aug 2015Gb• Audited large multinational clients in the asset management and insurance sectors• Created procedures for affirming the valuations of our client’s real estate investments • Performed industry analysis to identify relevant risks facing our clients -
Financial Institution InternFederal Deposit Insurance Corporation May 2014 - Aug 2014Washington, Dc, Us• Audited the compliance programs for five small and midsize banks• Consulted with bank management on applying industry best practices• Reviewed bank’s procedures and compliance relating to deposits, loans, privacy policies, and penalties -
Pricing Analyst InternAce Hardware Corporation May 2013 - Aug 2013Oak Brook, Illinois, Us• Increased projected revenue by $4.2 million by analyzing and adjusting product prices• Collaborated with a team of peers to introduce a new line of products for college students• Presented business plan before corporate directors for consideration as a new corporate initiative• Evaluated 800 products to aid in the implementation of a new pricing model
Sam Kusswurm, Cfa, Cpa Skills
Sam Kusswurm, Cfa, Cpa Education Details
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The University Of Chicago Booth School Of BusinessMaster Of Business Administration - Mba -
Northern Illinois UniversityAccounting And Finance
Frequently Asked Questions about Sam Kusswurm, Cfa, Cpa
What company does Sam Kusswurm, Cfa, Cpa work for?
Sam Kusswurm, Cfa, Cpa works for Pwc
What is Sam Kusswurm, Cfa, Cpa's role at the current company?
Sam Kusswurm, Cfa, Cpa's current role is Equity Research Associate.
What is Sam Kusswurm, Cfa, Cpa's email address?
Sam Kusswurm, Cfa, Cpa's email address is sk****@****air.com
What schools did Sam Kusswurm, Cfa, Cpa attend?
Sam Kusswurm, Cfa, Cpa attended The University Of Chicago Booth School Of Business, Northern Illinois University.
What are some of Sam Kusswurm, Cfa, Cpa's interests?
Sam Kusswurm, Cfa, Cpa has interest in Investing, Game Of Thrones, The Walking Dead, House Of Cards, Gladiator, Reading, Star Wars, Science Fiction, The Dark Knight, Breaking Bad.
What skills is Sam Kusswurm, Cfa, Cpa known for?
Sam Kusswurm, Cfa, Cpa has skills like Leadership, Teamwork, Time Management, Communication, Analysis, Public Speaking, Problem Solving, Business Strategy, Data Analysis, Project Management.
Who are Sam Kusswurm, Cfa, Cpa's colleagues?
Sam Kusswurm, Cfa, Cpa's colleagues are Simon Bourke, Ilir Kryeziu, Debbie Blair, Dhanya Narayanan, Katherine Joy P. Manglicmot, Wessel Van Wyk, Aastha Saluja.
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