Lily Eyraud, Finance Expert in Charlotte, NC, United States
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Lily Eyraud

Verified Expert  in Finance

Finance Expert

Location
Charlotte, NC, United States
Toptal Member Since
December 26, 2016

Lily is a certified financial planner and has worked extensively in financial services organizations. She has worked at Vanguard & TIAA and managed a $1.2 billion book of business. She recently finished an MBA from Duke University and is starting her own business. Lily enjoys the variety of freelancing and working with all different companies and people.

FundraisingFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Revenue & Expense ProjectionsFinancial ModelingFinancial ReportingCapital Markets

Case Studies

Work Experience

Financial Analyst

2014 - PRESENT
Gamma Phi Beta
  • Established fundraising goals, levels, and projections for a $3 million renovation project.
  • Managed the financial projections and budgeting for a $1 million annual budget.
  • Liaised between the house corporation board and various vendors, mortgage company, and the project manager.
  • Created pro forma financial statements for loan approval and fundraising projections.
  • Monitored spending, fundraising, and budget variance monthly.
Focus areas: Audits, Fundraising, Financial Planning & Analysis (FP&A), Budgeting

Financial Planner | Advisor

2014 - 2016
TIAA
  • Modeled scenarios for high net worth clients with budgeting and projections.
  • Supported a new pilot product and helped establish standard operating procedures—provided feedback to developers and identified issues.
  • Led metrics and analysis for the Young Professionals employee resource group.
  • Performed in the top 3 financial planners in the department.
  • Built a social security projection model to assist in claiming decisions.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Analysis, Revenue & Expense Projections, Budgeting

High Net Worth Relationship Manager

2012 - 2014
Vanguard
  • Managed $1.2 billion in assets, with 620 households, assisting clients with efficient transfer of assets, investment decisions, risk management, and income strategies.
  • Built target clients for the Personal Advisor pilot program through data analysis and client management.
  • Established the client management process and developed a model for more efficiently interacting and introducing relationship managers to the clients.
  • Enrolled the top number of clients into the Personal Advisor Services—totaling approximately $20M in assets.
  • Received a top management award for support and management of the management offsite.
Focus areas: Financial Modeling, Budgeting, Financial Risk Assessment, Financial Planning & Analysis (FP&A)

Accountant

2011 - 2011
OSK Accountants
  • Worked on a tax team of three accountants to complete personal tax returns.
  • Researched various tax legislation issues and requested guidance from the Irish Revenue for specific situations.
  • Prepared client documents for court proceedings and researched precedent situations.
  • Modeled real estate and small business income for various clients including farmers, developers, and therapists.
Focus areas: Accounting, Income Tax, Budgeting
2016 - 2017

Master's Degree (MBA) in Business Administration

Duke University - International

2012 - 2015

FINRA Series 7, 63, & 65 in Finance

FINRA - Charlotte, NC, USA

2013 - 2014

Certified Financial Planner in Financial Planning

CFP Board - Charlotte, NC, USA

2008 - 2012

Bachelor's Degree in Finance

Clemson University - Clemson, SC, USA

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