Jacob Nicholson

Financial Analyst at Dura Software
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Contact Information
us****@****om
(386) 825-5501
Location
San Antonio, Texas, United States, US
Languages
  • Spanish Limited working proficiency
  • American Sign Language Professional working proficiency

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    May, 2023
    - Nov, 2024

Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Financial Analyst
      • Oct 2022 - Present

    • United States
    • Banking
    • 1 - 100 Employee
    • Credit Analyst
      • 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

  • Camp LoneHollow
    • San Antonio, Texas Area
    • Camp Counselor and Lifeguard
      • 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.

Education

  • Trinity University
    Bachelor's degree, Mathematical Finance
    2018 - 2022

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