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Marlene Carter

Marlene Carter

Where do you work?

Greater Pittsburgh Area

US and EU citizenship





Federated Investors

Financial Analyst

- Manage the expense budgeting, sales projections and revenue reporting for the Broker/Dealer sales channel, representing $30+ billion in assets under management and over $200 million in annual gross revenues
- Produce monthly, quarterly and ad-hoc analyses for National Sales Managers and Sales Business Controller
- Research and explain year-over-year and budget-versus-actual income statement variances
- Create and analyze client- and product-specific reports to evaluate ROI, profitability and improvement opportunities
- Complete research projects and written business plans for senior management and executive staff review
- Perform competitor and industry analysis to recommend and bring to market new 40 Act mutual funds and share classes, offshore investment alternatives, insurance products and separate accounts
- Collaborate with Product Management, Investment Management, Distribution and Legal for product launches and changes
- Develop flexible, multiple-scenario DCF/NPV models and determine pricing for mergers and acquisitions
- Evaluate M&A projects at all stages including selection, negotiation, due diligence and business integration
- Assist accounting with month end close responsibilities including expense accruals and variance explanations
- Promoted from Staff Analyst, January 2013

Career medium 04