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Erik L. is a seasoned finance professional with expertise in finance, banking, accounting, and financial analysis. He holds various certifications from Corporate Finance Institute and Institute of Management Accountants, and has experience with general ledger, Sarbanes Oxley Act, budgets, account reconciliation, management, cash management, and credit. He is based in Westfield, Massachusetts, United States.

Credentials

  • Economics for Capital Markets
    Corporate Finance Institute
    Sep, 2023
    - May, 2026
  • Applied Math Practice for Financial Advisors
    Corporate Finance Institute
    Jul, 2023
    - May, 2026
  • Introduction to Capital Markets
    Corporate Finance Institute
    Jun, 2023
    - May, 2026
  • Bloomberg Essentials
    Corporate Finance Institute® (CFI)
    Sep, 2020
    - May, 2026
  • Introduction to Corporate Finance
    Corporate Finance Institute® (CFI)
    Aug, 2020
    - May, 2026
  • Excel Crash Course-Spreadsheet formulas for Finance
    Corporate Finance Institute® (CFI)
    Jun, 2020
    - May, 2026
  • Accounting Fundamentals
    Corporate Finance Institute® (CFI)
    Sep, 2019
    - May, 2026
  • Excel: PivotTables for Beginners
    LinkedIn
    Jun, 2018
    - May, 2026
  • Certified Financial Modeling and Valuation Analyst- Candidate 2024
    CFI
  • IMA member 2024 CMA candidate
    Institute of Management Accountants
  • Reading Financial Statements
    Corporate Finance Institute® (CFI)
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Industry Focus. “Financial Services”

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