ratios Assist with shareholder reporting, including pre-close, interim, year-end, and Integrated Annual Reports
Bi-Weekly age analysis Drive month end process & pre-check internal review (OPEX, accruals, Fixed Asset
software
Complete creditor application forms, pre-checking and scanning them prior to signature, then
Bi-Weekly age analysis Drive month end process & pre-check internal review (OPEX, accruals, Fixed Asset
external meter reading vendors
Reconciles vendor pre-paid income with municipal accounts - monthly
Responsible
reports Assist with shareholder reporting, including pre-close, interim, year-end, and Integrated Annual Report
reports Assist with shareholder reporting, including pre-close, interim, year-end, and Integrated Annual Report
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their journey (onboarding, significant life events, pre and post retirement) •On request, provide accurate accurate, and specialist advice to members who are pre-retirement in terms of options, tax implications, divorce