Financial Advisor Intern
- Merging Financial Analysis & Market Interaction
- Assisted with month-end closing processes and verified journal entries.
- Assisted with account reviews and preparation for account reviews.
- Reviewed financial statements with staff accountants.
- Developed skills necessary to manage various organizational bank accounts.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Tracked system for payments on facilities, projects and contracts.
- Prepared accurate and meaningful reports on ad hoc basis for senior management.