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Kyle Ferry, Cfa, Cpa profile image

Kyle Ferry, Cfa, Cpa

Manager - Portfolio Analyst at Geller Advisors LLC
Intro Book
Seasoned finance professional with expertise in financial analysis, reporting, and auditing.
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Location
New York City Metropolitan Area, US
Skills
  • Financial Reporting
  • Microsoft Excel
  • Financial Modeling
  • Financial Analysis
  • General Ledger
  • Show all
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Bio

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Kyle Ferry is a seasoned finance professional with 13 years of experience in financial analysis, reporting, and auditing. He holds a BBA from Pace University and certifications from the CFA Institute and New York State Board of Accountancy.

Credentials

  • Artificial Intelligence: Implications for Business Strategy
    MIT Sloan School of Management
    Jan, 2024
    - Apr, 2026
  • CFA Level III exam passed
    CFA Institute
    Jun, 2019
    - Apr, 2026
  • CFA Level II exam passed
    CFA Institute
    Jun, 2018
    - Apr, 2026
  • CFA Level I exam passed
    CFA Institute
    Jun, 2017
    - Apr, 2026
  • Certified Public Accountant
    New York State Board of Accountancy
    Oct, 2014
    - Apr, 2026
  • Data Analysis with Python in Excel Certification Exam
    Anaconda, Inc.
    Oct, 2023
    - Apr, 2026

Experience

  • Geller Advisors LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager - Portfolio Analyst
      • Jan 2019 - Present

    • Investment Performance Analyst
      • Jan 2016 - Present

  • Geller & Company
    • Greater New York City Area
    • Financial Analyst
      • May 2010 - Jan 2016
      • Greater New York City Area

      • Prepare monthly financial reporting package including financial statements, profitability analysis and related commentary• Variance analysis of income statement accounts, financial ratios and operational metrics• Develop financial models for long term business forecasting and planning• Create budget models and work with CFO and business line leaders to prepare annual budget• Assist management with preparation and tracking of quantitative and qualitative annual goals for various business units• Reconciliation of financial statements, general ledger and underlying data to facilitate accurate reporting

  • Maier Markey & Justic LLP
    • White Plains, NY
    • Audit Intern
      • Jul 2012 - Sep 2012
      • White Plains, NY

      • Drafted audit programs and participated in audit planning• Visited client sites for collection of audit evidence • Performed test of inventory and expense account balances and prepared audit work papers• Created depreciation schedules to track client's depreciation methods and accumulated balances

  • Carlsmith Ball LLP
    • Honolulu, HI
    • Staff Accountant
      • Aug 2008 - Feb 2010
      • Honolulu, HI

Education

  • Pace University - Lubin School of Business
    BBA, Public Accounting

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Industry Focus. “Financial Services”

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