Interface with bankers
and external contacts to obtain financial data solutions
for banker clients.
Work directly with
data vendors to resolve data discrepancies.
Make inquiries and
follow up with banker on all external inquiries.
Put forth a commitment
towards teamwork and a willingness to contribute to the
group.
Recommend potential
solutions and best practices when applicable.
Work as part of a
self-directed team with accountability for all technical
aspects of work, quality, efficiency, daily workflow and
customer service.
Communicate
effectively with bankers, vendors, peers and
cross-functional departments.
Financial
Analysis & Reporting
Develop and maintain a
broad understanding of financial databases, valuations
and some financial modeling methods used within the
department.
Provide assistance and
expertise to bankers regarding database capabilities.
Work with bankers to
obtain solutions for data shortcomings.
Perform quantitative
analysis of company valuations and financial modeling.
Prepare client
presentations and actively manage the compilation of
pitch books.
Company, Town, XX , Date - Present Assistant Auditor
Established audit
department from the ground up: developed core audit
strategies and managed the submission of all annual
reports to external and internal auditors.
Selected and mentored
audit staff members, developed the Department's standard
audit tools.
Developing a risk
based audit approach and departmental-wide budget
control system.
Designing a high
effective audit reporting system for senior management
access.
Streamlined the
preparation of monthly financial statements and variance
analysis reports.
