Alexander Powell

Research Analyst and Assistant PM at Williams Financial Advisors, LLC

Mableton, Georgia, United States

About

Experience

  • Research Analyst and Assistant Portfolio Manager at Williams Financial Advisors, LLC
    Mar 2008 - Feb 2009 · 1 yr

    Responsible for performing financial analysis, conducting research, and executing trades of equity securities of publicly traded and privately held banks Responsible for the creation and maintenance of complex financial models to forecast future income statement and balance sheet data of portfolio and watch list companies Responsible for tracking and analyzing fund performance

  • Associate Equity Analyst at Morgan Keegan
    Apr 2007 - Mar 2008 · 1 yr

    Responsible for performing financial analysis, conducting research, and writing reports regarding equity securities of publicly traded community banks Responsible for the creation and maintenance of complex financial models to forecast future income statement and balance sheet data of covered companies Responsible for compiling and analyzing regional economic data to complete state banking reports

  • SunTrust Robinson Humphrey (3 yrs 1 mo)
    • Equity Research Associate
      May 2005 - Apr 2007 · 2 yrs

      Responsible for performing financial analysis, conducting research, and writing reports regarding equity securities of public specialty finance companies Responsible for the creation and maintenance of complex financial models to forecast future income statement and balance sheet data of covered companies Responsible for compiling and analyzing industry and economic data

    • Equity Research Assistant
      Apr 2004 - May 2005 · 1 yr 2 mos

      Responsible for assisting multiple equity analysts in conducting research and completing administrative support tasks Contributed to the composition of research reports and to the creation and maintenance of company models, including assisting in the forecast of future earnings Responsible for compiling industry and economic data

  • ST Bank Analyst / Incentives Accountant / Suspense Accountant at SunTrust Bank
    Aug 2001 - Apr 2004 · 2 yrs 9 mos

    ST Bank Analyst Responsible for coordinating month-end closing process for seventeen business entities Responsible for the accuracy of profit and loss figures as well as tax calculations for business entities Responsible for forecasting net income for the bank holding company and assisting with the bank forecast Responsible for the maintenance of a variance analysis database to be used by the department during the week leading up to month-end Responsible for the daily analysis of income statement accounts Incentives Accountant II Responsible for the analysis and accrual of functional incentive plans for the mortgage and retail lines of business Responsible for the maintenance of the functional incentives database Spearheaded and implemented an overhaul in the method by which incentive plans were accrued, thus better matching incentive expense to related revenue Suspense Accountant I Responsible for the correction of general ledger non-postings