Work with a team to manage national accounts. Prior duties included assisting in budget planning as well as developing cash flows and investment strategies for trust funds. Assisted in the incorporation of a subsidiary company. Developed financial statements and budgets for subsidiary. Duties include in-depth analysis of companies financial statements in order to evaluate the credit risk of the borrower.
Analysis includes accounting, industry research, projections, and sensitivity analysis.
Devised and maintained a stock portfolio. Researched securities, aided and assisted the brokers with routine business transactions. This required the ability to read contracts and grants, extract relevant portions and prepare summaries and test plans. Experience using the Internet as a research tool.