Prepare and oversee of all general and personalized reporting summaries including liquidity term reporting, investor statements and other ad hoc reporting.
February 24, 2023
Build cross-functional relationships with finance stakeholders and others across the organization at all levels to deliver maximum value.
September 14, 2022
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.
October 05, 2022
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.
January 17, 2023
Develop an understanding of the client's business, and become a financial institutions industry specialist to understand client specific needs.
March 13, 2023
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).
March 21, 2023
Demonstrates a thorough level of knowledge regarding process improvement, including financial systems optimization, risk identification, maintenance and building of cost effective internal controls, and documentation design and development.
March 29, 2023
Demonstrated strong analytical skills, including ability to analyze business and financial activities, understand and describe process flows, strengths and weaknesses, and develop creative solutions to improve efficiency and effectiveness.
April 13, 2023
Manages business relationships and counsels business partners, internally and externally, on transaction and strategic issues pertaining to finance implications in licensing/ strategic alliance arrangements.
April 25, 2023
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.
May 05, 2023