Chase Chevalier is a qualified expert, who works in Unidine main office of which is in 499. on the position of Senior Financial Analyst since 2014. This expert gained professional experience in more than ten positions at different companies. Chase Chevalier went to the Babson College and was studying there from 2011 to 2013. Boston, Massachusetts is the area, where this person was lastly known to be settled. Chase Chevalier's email address and phone can be easily accessed through this website by request.
Name variants:
Chase Chevalier
Last updated Jul 06, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Financial Analyst
1000 Washington Street Pl SUITE 510, Boston, MA 02136
Mar 2014 — Mar 2015
Manager, Financial Planning and Analysis
200 Clarendon St, Boston, MA 02116
Reporting directly to head of Financial Planning and Analysis, and supporting the CFO on ad hoc projects and growth initiatives
Prepare monthly and quarterly management reporting and KPI a...
from Mar 2015
Financial Analyst
Create financial projections on client business performance, complete competitor analysis, and incorporate macroeconomic risk into loan decision process
Analyze firm loan portfolio and pro...
Jan 2013 — Feb 2014
Mba Recipient 2013
231 Forest St, Babson Park, MA 02481
Graduated from the 2 year full time MBA program at Babson College in May, 2013.
Concentration in Corporate Finance, GPA 3.53
Recipient of the F.W. Olin MBA Scholarship
Member of the Babs...
Aug 2011 — May 2013
Mba Intern
Duxbury, MA
Start-up mutual fund founded in 2011 by 3 former portfolio managers from Wellington Management
Worked with the management team on preparing the launch of the 'Inflation Hedges Strategy Fun...
Jun 2012 — Aug 2012
Investment Operations and New Accounts Specialist
125 High St, Boston, MA 02129
Apr 2007 — Jul 2011
Mutual Fund Accountant
1 Lincoln St, Boston, MA 02135
Day-to-day operations of various equity and bond mutual funds
Reconciled ending cash balance to trial/general ledger and documented all reconcilement exceptions
Communicated failed trade ...
Jul 2006 — Apr 2007
Intern
Reviewed client portfolios and helped select potential mutual funds for client investments
Jan 2006 — Mar 2006
Intern
Gained an understanding of the role that private wealth management plays in respect to the greater financial industry. Performed various analyses for financial advisors, and learned general ...
Jun 2005 — Aug 2005
Intern
New York, NY
Researched potential client leads and offered general assistance to a successful and rapidly growing brokerage team
Jun 2004 — Aug 2004
Education
2011 — 2013
2002 — 2006
Occupations
Executive
Deputy Director
Accountant
Financial Analyst
Finance and Accounting Specialist
Manager
Financial Director
Investor
Analyst
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Financial Officer
Financial Manager
Analysts
Skills
Financial Modeling
Investments
Finance
Valuation
Financial Analysis
Portfolio Management
Financial Services
Bloomberg
Access
Mutual Funds
Accounting
Customer Service
Microsoft Excel
Financial Reporting
Forecasting
Hyperion Essbase
Capital Iq
Process Improvement
Planning Budgeting and Forecasting
Netsuite
Budgeting and Forecasting
Expense Management
Sap Businessobjects
Oracle Applications
Financial Accounting
Competitive Analysis
Investor Relations
Data Analysis
Budgeting
Management
Microsoft Office
Training and Development
Corporate Finance
Press Releases
10Q
Board of Directors Reporting
Key Performance Indicators
FAQs about Chase Chevalier
What's the main profession of Chase Chevalier?
Chase Chevalier is a Associate Director, Corporate Finance.
What jobs is Chase proficient at at?
Chase Chevalier is a professional such jobs as Executive and Deputy Director.
Where does Chase Chevalier currently live?
Chase Chevalier lives in Boston, Massachusetts.
Does the professional have the email address?
ch**@gmail.com and ch**@gmail.com is The professional's email address.
How many companies did Chase Chevalier work at?
The professional worked at ten jobs.
What education does Chase Chevalier have?
Chase studied at the Babson College from 2011 to 2013.
What languages does Chase Chevalier speak?
Chase Chevalier speaks Spanish.
What is professional industry that Chase Chevalier worked in?
This person works in Financial Services industry.