Bio
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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
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Economics for Capital Markets
Corporate Finance InstituteSep, 2023- May, 2026 -
Applied Math Practice for Financial Advisors
Corporate Finance InstituteJul, 2023- May, 2026 -
Introduction to Capital Markets
Corporate Finance InstituteJun, 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
LinkedInJun, 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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References
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