Auditing
Internal Controls
CPA
Financial Analysis
Financial Reporting
Mergers & Acquisitions
Accounting
Credit
Financial Modeling
Due Diligence
Finance
Portfolio Management
Managerial Finance
Cash Management
Strategic Financial Planning
Growth Strategies
Financial Planning & Analysis
Cash Management / Capital Allocation
Corporate Treasury
Annual Operating Plan & Forecasting
Investor Relations
Technical & Cost Accounting GAAP
Generally Accepted Accounting Principles (GAAP)
Month-end/Year-end Close
Taxation
Budgeting, Forecasting & Reporting
Corporate Governance & Compliance
Human Resources
Operational Controls & Management
Performance Management & Monitoring
Restructuring & Reorganization
KPI Dashboards
IT Systems Selections & Implementation
Contract Review & Negotiation
Regulatory Exams
Strategy & Tactical Execution
Processes Automation
Risk Management
Technology Enablement
Project Management
M&A Merger Integration
Change Management
Financial Auditing
Banking Relationships
Policies/Procedures Design
• Accounting and Finance Systems: AccPac GL, Depreciation Solutions, T-Value, Unix based ERP systems, Quickbooks, and Quicken
• Banking and Treasury: BAML CashPro, JPMorgan Access, BMO Online administration, wire, ACH, positive pay, and BAI reconciliation
• Financial Modeling: advanced Excel user including Pivot Tables, Data Slicers, Charting and Macros
• Data Analytics: MS Analysis Services data cubes, DevExpress Dashboards
• Process and Project Management: Visio, MS Project, Sharepoint, Basecamp, and Slack
Mergers and Acquisitions
Financial Planning and Analysis
Annual Operating Plan and Forecasting
Technical and Cost Accounting Gaap
Generally Accepted Accounting Principles
Month End/Year End Close
Corporate Governance and Compliance
Operational Controls and Management
Performance Management and Monitoring
Restructuring and Reorganization
It Systems Selections and Implementation
Contract Review and Negotiation
Strategy and Tactical Execution
