Jacob Nicholson
Financial Analyst at Dura Software- Claim this Profile
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Spanish Limited working proficiency
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American Sign Language Professional working proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteMay, 2023- Nov, 2024
Experience
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Dura Software
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United States
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Software Development
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1 - 100 Employee
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Financial Analyst
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Oct 2022 - Present
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Lone Star Capital Bank
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United States
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Banking
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1 - 100 Employee
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Credit Analyst
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May 2022 - Oct 2022
I analyze and spread financial statements for loan presentations. I use TACSPREAD to analyze tax returns and personal cash flows. I compile the information into a loan presentation along with the narrative and background of the industry / borrower. I manage the pipeline. I am the intermediary for information that flows from the loan officers to the credit department. I over see that cash flows have a turn around of 24hours and loan presentations have a turn around of 48hours. I complete post funding. I add and analyze current FYE financial statements to the already pre existing spreads. I check for potential financial weakness or potential downgrade. Show less
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Camp LoneHollow
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San Antonio, Texas Area
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Camp Counselor and Lifeguard
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May 2019 - Jul 2019
Counseled across an 8-week period. Managed a team of lifeguards in daily activities including training in safety maneuvers. Led an array of developmental workshops, exercises in safety and awareness, and taught a one-time class on portfolio management to fellow counselors. All exercises focused on the practice of forward-thinking and risk management. Counseled across an 8-week period. Managed a team of lifeguards in daily activities including training in safety maneuvers. Led an array of developmental workshops, exercises in safety and awareness, and taught a one-time class on portfolio management to fellow counselors. All exercises focused on the practice of forward-thinking and risk management.
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Education
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Trinity University
Bachelor's degree, Mathematical Finance