COMPUTER AND TECHNOLOGY KNOWLEDGE

• Accounting software
• MS Office
• MS Excel
• MS Windows
• MS Outlook

• Manage balance sheets and profit/loss statements
• Train staff
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Develop and maintain cost findings, reporting and internal control procedure
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Analyze financial documents and reports
• Examine accounting records
• Oversee payroll administration