Jason Katz

Jason Katz

Associate Vice President at MUFG

Role
AVP, Global Markets Fp & a at MUFG
Location
New York, NY, US
LinkedIn followers
500 followers

About Jason Katz

Currently an FP & A AVP at MUFG, I graduated from Emory University in 2021, having completed a BBA with a concentration in Strategy & Management Consulting and Entrepreneurship. Experienced in data analytics, financial analysis, marketing, and real estate valuation.

Experience

  1. AVP, Global Markets Fp & a

    MUFG

    Jun 2025 — Present

    Expand coverage of expenditure management and reporting to incorporate total Global Markets division, including headcount walks, expense walks, and variance analysis. Develop and present findings with senior leadership and board of directors. • Serve as revenue analysis department lead for Rates Trading and Securities Financing (Repo), and support revenue management for Credit Trading and US Equity Trading businesses. Collaborate with trading desks to assess both positioning and drivers of performance for creating revenue forecasts, budget, and performance tracking.

Education

  • Emory University

    Bachelor of Business Administration - BBA, Business Administration and Management, General

    2017 — 2021

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Jason Katz — AVP, Global Markets Fp & a at MUFG in New York, NY, US | Unifers