Business & System Analysis
Review client procedures and controls. Compile process flows and analysis of system usage.
Client Reporting
Assist with investment accounting reporting to clients. Query management related to accounting data and reports.
Project Management
Drive projects from start to finish. Use PMO tools to run projects efficiently.
System selection & Implementation
Able to draft request for information, request for proposal and request for quote related to system requirements. Business requirement specifications.
Audit preparation and assistance
Management of audit information and audit queries. Interactions with internal and external auditors.
Working closely with clients. Below lists previous and current clients.