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William Michael Agee is listed as Senior Financial Analyst at LPL Financial at LPL Financial, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for William Michael Agee.
William Michael Agee previously worked as Senior Financial Analyst at Lpl Financial and Senior Financial Analyst at Bank Of America. William Michael Agee holds Bachelor Of Science In Business Administration - Bsba, Finance from University Of Central Florida.
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AeroLeads found 1 current-domain work email signal for William Michael Agee. Compare company email patterns before reaching out.
I am a Finance associate with experience in Cash Flow Modeling, Product forecasting, Competitor Analysis, KPI reporting, and Data Analytics. My progressive experience enables me to learn quickly and contribute immediately to any Finance function.My technical skills include modeling, Alteryx, Tableau, SQL, Salesforce, and Hyperion.Within my career, I have demonstrated repeated passion for solving complex problems, mentorship, and coffee.“My experience tells me the hard road is almost always the right road” - Shad Kahn
Listed skills include Leadership, Teamwork, Microsoft Office, Customer Service, and 11 others.
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A career timeline built from the work history available for this profile.
San Diego, CA, US
Support Cash Flow Forecasting through monthly modeling inclusive of business generated cash flow, investments in the business, capital returned to shareholders, and debt service. Enhanced Balance Sheet forecasting to improve accuracy of Cash Flow model.
Charlotte, NC, US
Supported Consumer Deposits through daily reporting and forecasting. Forecast of daily deposit activity of $1T portfolio considered drivers such as consumer income, loans, transfers, spending, and taxes. Deepened daily Consumer Bank deposit forecast by 2 layers to better understand consumer sentiment, improve forecast accuracy, and rapidly identify.
Charlotte, NC, US
Supported the Global Banking segment through FP&A and Competitor Analytics. Analyzed over 100 peer banks to compare Global Bank performance versus competitors. Analyzed deposit movement throughout the regional banking crisis of Spring 2023 and presented findings to senior leadership.
Charlotte, NC, US
Reported weekly, monthly, and quarterly GWIM client balances and activity. Consistently streamlined and automated processes which resulted in increased efficiencies and diminished risk. Utilized SQL to pull data and provide actionable insights, Tableau to create new executive dashboards, and Alteryx to wrangle large datasets.
Orlando, Florida, US
Collaborated cross-functionally with 10 executive board members, ensuring operations delivered maximum value for our 250+ members while guiding overall strategy. Accomplishments included successfully maintaining engagement throughout a global pandemic, increasing total number of club events YoY, and establishing a roadmap for future leaders of the.
Orlando, Florida, US
Managed budget, organized fundraising activities, and facilitated corporate relationships. Successfully grew operating revenue by 124% YoY.
Orlando, FL, US
Researched, evaluated, and engaged with various SaaS platforms to meet digital transformation objectives for the Global Procurement Organization. Provided financial analysis of ad-hoc projects firmwide.
Charlotte, NC, US
Remotely participated in the FMAP summer analyst program, honing technical skills and supporting the CFO Group.
Orlando, Florida, US
Contributed across multiple operational functions to streamline processes, as well as reported monthly KPIs to upper management.
Broomfield, CO, US
Tailored outreach to partner consultants, ensuring proper training and knowledge regarding the Conga Suite.
Lakeland, Florida, US
Supervised front end activities, including team members, cash, and inventory.
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William Michael Agee works for LPL Financial.
William Michael Agee is listed as Senior Financial Analyst at LPL Financial at LPL Financial.
AeroLeads has found 1 work email signal at @bankofamerica.com for William Michael Agee at LPL Financial.
William Michael Agee is based in Charlotte, North Carolina, United States while working with LPL Financial.
William Michael Agee has worked for Lpl Financial, Bank Of America, Alpfa Ucf, Tupperware Brands, and Lsq.
You can use AeroLeads to view verified contact signals for William Michael Agee at LPL Financial, including work email, phone, and LinkedIn data when available.
William Michael Agee holds Bachelor Of Science In Business Administration - Bsba, Finance from University Of Central Florida.
William Michael Agee is listed with skills including Leadership, Teamwork, Microsoft Office, Customer Service, Public Speaking, Management, Microsoft Excel, and Problem Solving.
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