Sets self-improvement goals linked to the organizational goals.
April 02, 2022
Contributes ideas and skills to team.
March 20, 2022
Prepare and file income tax, excise and premium tax, and statutory reports for client programs.
March 01, 2022
Adhere to all Company and department policies and procedures.
February 26, 2022
Support preparation of Statutory financial statements and supporting schedules according to the quarterly and annual schedule.
February 19, 2022
Assist in the processing of accounting entries in the general ledger, including coordination with investment manager for investment-related accounts as well as maintenance of fees and expenses.
February 17, 2022
Review and analysis of balance sheet and income statement accounts.
December 06, 2021
Compile and analyze financial statements for client programs.
December 04, 2021
Act as a resource for other team members.
December 03, 2021
Supervise a Junior/Staff Accountant.
November 24, 2021