Understands the role of the analysis in the big picture and provides ideas and recommendations regarding the evolution of the analysis and the presentation of data to the client.
December 23, 2020
Develop an understanding of the client's business, and become a financial institutions industry specialist to understand client specific needs.
July 04, 2021
Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables.
July 20, 2021
Support Microsoft Enterprise Applications projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations, business processes, security, and data integrity for the Microsoft applications.
August 02, 2021
Assist in preparation of initial drafts of external financial reports, including SEC filings (current (8-K), quarterly (10-Q), annual reports (10-K) and registration statements and bank borrower financial statements at period-end (quarter and year).
August 05, 2021
Build cross-functional relationships with finance stakeholders and others across the organization at all levels to deliver maximum value.
August 08, 2021