Andrei Kovalev
Director at Clearsulting- Claim this Profile
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English Native or bilingual proficiency
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Russian Native or bilingual proficiency
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German Limited working proficiency
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Czech Limited working proficiency
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Polish Limited working proficiency
Topline Score
Bio
Oscar Bello
It was a pleasure collaborating with Andrei in our Financial Analysis project at Georgetown University. Andrei brought to the table very useful accounting knowledge and good analytical insights on trends and projections. He also had a positive attitude and was focused on the team’s success.
Karen Sabia
I worked with Andrei as our consultant on several TMS related projects. He is always very focused on understanding our needs and quickly delivered the results we asked for. It has been a great pleasure working with someone who is dedicated, very knowledgeable, and technology/systems savy. It certainly made my job easier knowing I could count on Andrei to get the job done!
Oscar Bello
It was a pleasure collaborating with Andrei in our Financial Analysis project at Georgetown University. Andrei brought to the table very useful accounting knowledge and good analytical insights on trends and projections. He also had a positive attitude and was focused on the team’s success.
Karen Sabia
I worked with Andrei as our consultant on several TMS related projects. He is always very focused on understanding our needs and quickly delivered the results we asked for. It has been a great pleasure working with someone who is dedicated, very knowledgeable, and technology/systems savy. It certainly made my job easier knowing I could count on Andrei to get the job done!
Oscar Bello
It was a pleasure collaborating with Andrei in our Financial Analysis project at Georgetown University. Andrei brought to the table very useful accounting knowledge and good analytical insights on trends and projections. He also had a positive attitude and was focused on the team’s success.
Karen Sabia
I worked with Andrei as our consultant on several TMS related projects. He is always very focused on understanding our needs and quickly delivered the results we asked for. It has been a great pleasure working with someone who is dedicated, very knowledgeable, and technology/systems savy. It certainly made my job easier knowing I could count on Andrei to get the job done!
Oscar Bello
It was a pleasure collaborating with Andrei in our Financial Analysis project at Georgetown University. Andrei brought to the table very useful accounting knowledge and good analytical insights on trends and projections. He also had a positive attitude and was focused on the team’s success.
Karen Sabia
I worked with Andrei as our consultant on several TMS related projects. He is always very focused on understanding our needs and quickly delivered the results we asked for. It has been a great pleasure working with someone who is dedicated, very knowledgeable, and technology/systems savy. It certainly made my job easier knowing I could count on Andrei to get the job done!
Credentials
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Certified Treasury Professional
Association for Financial ProfessionalsJan, 2015- Nov, 2024 -
Series 7 (General Securities Representative)
Financial Industry Regulatory AuthorityAug, 2007- Nov, 2024
Experience
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Clearsulting
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United States
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Business Consulting and Services
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200 - 300 Employee
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Director
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May 2022 - Present
Manage the scoping, execution, and quality of projects within Clearsulting's Treasury practice. Manage the scoping, execution, and quality of projects within Clearsulting's Treasury practice.
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Actualize Consulting
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United States
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Financial Services
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1 - 100 Employee
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Manager
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Jul 2014 - May 2022
Assisting mid- and large-sized companies in treasury re-engineering projects with the help of workstations and related technology:-Foreign-exchange, interest-rate, and commodity risk management, market data configuration, and trading integration.-Valuation of derivatives in treasury workstations and Bloomberg, enterprise-wide counterparty risk measurement, reporting, and controls.-IAS 39/ASC 815 hedge accounting.-Cash and debt management-Payments, including SWIFTSignificant intercultural and international experience, working with teams in the U.S., Canada, and Europe. Fluent English and Russian (including financial, legal, and political terminology), working knowledge of German, Polish, Czech, and Serbian/Croatian. Strong English and Russian verbal and written communication skills. Up-to-date knowledge of the political and economic environment.Clients' solutions featured in industry publications and the AFP Annual Conference.Several speaking engagements at Greater Washington AFP chapter meetings. Show less
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Senior Consultant
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Feb 2012 - Jul 2014
Advised large- and mid-sized clients on implementations of IT2 Treasury Solutions for cash, foreign exchange, interest rate, and commodity risk management. Designed extensive reporting, accounting, and interfacing for all aspects of the treasury management system.
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Guggenheim Partners
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United States
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Financial Services
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700 & Above Employee
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Senior Investment Valuation Analyst
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Aug 2010 - Jan 2012
Managed the back- and middle-office aspects of the institutional portfolio valuation process, implemented efficiency-increasing and risk-mitigating changes, designed procedures, including modeling (Excel , Access, VBA, SQL; utilizing Bloomberg, IDC, Reuters), mentored investment valuation analysts, interviewed candidates, etc. Managed the back- and middle-office aspects of the institutional portfolio valuation process, implemented efficiency-increasing and risk-mitigating changes, designed procedures, including modeling (Excel , Access, VBA, SQL; utilizing Bloomberg, IDC, Reuters), mentored investment valuation analysts, interviewed candidates, etc.
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Security Global Investors
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Investment Management
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1 - 100 Employee
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Investment Valuation Analyst
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May 2009 - Sep 2010
Oversaw and automated investment-valuation processes for a variety of mutual funds and securities.
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Senior Fund Accountant II
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Jul 2007 - May 2009
Performed Senior Fund Accountant duties; acted as group's Supervisor when needed.
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Rydex Investments
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Financial Services
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1 - 100 Employee
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Senior Fund Accountant
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Jan 2006 - Jul 2007
Facilitated and oversaw the investment pricing process (pricing mutual funds with heavy utilization of derivatives, e.g. futures, swaps, linked notes).
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Fund Accountant
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Dec 2004 - Jan 2006
Maintained and reconciled the general ledger for a number of mutual funds; performed middle-office duties; analyzed daily fund performance for reasonability; prepared certain SEC reporting.
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Education
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2017 - 2019
Georgetown University
Master of Science - MS, Finance -
2000 - 2004
Salisbury University - Perdue School of Business
Bachelor of Science, Accounting and Finance
Community
