Works with the State Treasurer s Office and the State Investment Board to insure banking and investment functions are fully developed, coordinated and meet agency processing and quality standards. Provides reports, as needed by program staff and vendors, to assist in determining unit pricing, program options, product development, projections and forecasts. Prepares reports and studies relating to standard of quality control and processing timelines. Develops a monthly report on sales, trends, and developments. Recommends procedure changes and quality control.
Coordinates work with the financial module of record keeping software.
Manages the internal budgeting and accounting and reports to the director on a monthly basis. Prepares reconciliation reports and analysis for agency. Prepares analysis of strategic plan in area of responsibility. Adheres to rules and regulations governing areas of responsibility and supports the policies, goals, and objectives of the Program. Experience with Microsoft Office products Excel and Word.