Corporate financial reporting and analysis role responsible for periodic and adhoc financial analysis in operating revenue and expense areas to improve insights into key drivers trends benchmarks risks and opportunities. Worked closely with senior management including Director of finance field managers and corporate staff to evaluate new business. * Liaised with corporate and field staff to evaluate actual performance by analyzing and explaining variances to annual plan forecasts and fee projections. Prepared monthly quarterly and annual financial presentation for board meetings and other special meetings. * Corporate Budget preparation and presentation by organizing units and collect data for budgeting updating data components throughout the budget processes and assisting management in developing assumptions in conjunction with possible scenarios.

Highlights:

• Policies and Procedures
• Query
• Structured Query Language
• Accounting
• Accounting Records
• Bonds
• Cash Flow
• Data Warehouse
• SQL
• Fund Accounting
• Hyperion
• Investment Management
• Journal Entries
• Liquidity