Eric N. Berg CFA, CPA, CIPM

About

A former top-ranked Wall Street research analyst in insurance and asset management and a former corporate CFO in the insurance area, I have begun a search for my next senior financial management role. The right position should take advantage of my strong technical background, as I am both a CPA and CFA charter holder. I also have a deep background in the evaluation of and selection of professional money managers, having successfully completed CFA Institute's Certificate in Investment Performance Measurement (CIPM) program. Where I could be immediately helpful: * Budgeting, forecasting, and financial planning and analysis. My 23 years as an Institutional Investor magazine ranked All Star analyst required me to undertake forecasting daily. * Finance Department Turnaround Work My two stints as corporate CFO exposed me to a broad range of finance department challenges and solutions. * Investment Due Diligence. I have analyzed scores of M&A prospects in financial services, focusing on both the strategic and financial appeal of a target. * Fund manager due diligence. In addition to serving on the board of and chair of the audit committee of a group of mutual funds, I have deep expertise in fund manager performance measurement, attribution analysis, performance evaluation, and manager selection including review of GIPS-compliant performance presentations. * Investor Relations. I'm experienced in multiple aspects of IR: Planning and executing of nondeal road shows and investor conferences, investor targeting, development of analyst supplemental financial material, board relations. * Training and Development of Junior Finance Professionals. I have served twice as a Wall Street Associate Director of Research Responsible for Training and Mentoring of Junior Finance Staff. I have also taught valuation in the CFA program and corporate finance and investment analysis at HSBC North America.

Experience

Education