clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations, etc.) • Training
clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations, etc.) • Training
present operating on 2 Systems. Excel Sales summary analysis & Age Receivables. Creditors on Sage X3 &
approval and payment; Provide monthly creditors age analysis for review by the FM; Allocate payments in Quick
understand the basics of financial and transaction analysis as well as communicate underwriting concepts to
understand the basics of financial and transaction analysis as well as communicate underwriting concepts to