Review and analysis of balance sheet and income statement accounts.
February 10, 2020
Support preparation of Statutory financial statements and supporting schedules according to the quarterly and annual schedule.
January 17, 2020
Adhere to all Company and department policies and procedures.
January 08, 2020
Prepare and file income tax, excise and premium tax, and statutory reports for client programs.
December 24, 2019
Contributes ideas and skills to team.
December 23, 2019
Act as a resource for other team members.
December 16, 2019
Compile and analyze financial statements for client programs.
November 07, 2019
Supervise a Junior/Staff Accountant.
November 01, 2019
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.
October 21, 2019
Sets self-improvement goals linked to the organizational goals.
September 23, 2019