Monitor compliance with internal controls and provide audit support during the testing of internal controls relative to Sarbanes Oxley.
November 18, 2019
Support mutual fund clients and intermediaries in processing all Manage Process core functions including, but not limited to, UFID updates, UFILE updates, Refresher updates, TSO updates, Remedy, and report review and resolution.
March 14, 2020
Review invoices and monitor selected operational expenses, including overtime, to ensure costs are reasonable, allocable, allowable, and supported in compliance with policies, procedures and regulations.
April 17, 2020
Demonstrated technical knowledge of accounting procedures and solid understanding of accrual accounting based on Generally Accepted Accounting Principles (GAAP).
April 25, 2020
Develop a good understanding of the key risk measures used by a financial institution to manage interest rate risk and liquidity exposure.
May 26, 2020
Requirements include experience performing analyses and transactional processing within a Finance organization.
June 04, 2020
Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, industry assessments, target opportunities and other general corporate finance topics.
June 24, 2020