Chartered Financial Analyst:
Analyzes past and present financial and investment data of organization and estimates future revenues and expenditures, applying principles of finance. Displays a high level of expertise in investment management, portfolio management, investment banking, financial analysis of stocks, bonds, and their... [+] More
Chartered Financial Analyst:
Analyzes past and present financial and investment data of organization and estimates future revenues and expenditures, applying principles of finance. Displays a high level of expertise in investment management, portfolio management, investment banking, financial analysis of stocks, bonds, and their derivative assets, asset valuation, and strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments. Conducts and documents financial analysis projects. Displays a high level of competence and integrity in areas such as accounting, economics, ethics, money management, and security analysis. Assists organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Requires a bachelor's degree, a minimum of four years of investment/financial experience, and completion of the CFA Institute of USA's series of three examinations.
Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. Conducts and may lead audits. May assist in financial analysis of legislative projects to develop capital improvement budget. May act as consultant to management on financial policies, procedures, and applications. May assist communities in developing budget and efficient use of funds. May provide functional and technical direction to other staff members. (Source: eDOT Job Description) [-] Less
Cost of Living Data
A renter's cost of living for someone making $55,502 in Winona, Minnesota is 96.6% of the US National Average. For more information, or to compare cost of living data between two cities, click here.
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