- – Collaborate with Finance to support forecasts, budgets, and reporting inputs.
- – Deliver actionable financial insights to drive deals and strategic initiatives.
- – Consolidate financial data and assess accounting treatment of unique deal structures.
- – Ensure accuracy of DaaS platform by logging, tracking, and resolving client issues.
- – Analyze financial market data usage to provide feedback for enhancing data offerings.
- – Oversee client accounts, proactively addressing issues to prevent future challenges.
- – Process Verafin alerts and manage cases to ensure AML compliance.
- – Prepare and submit AML regulatory reports to meet legal requirements.
- – Advise clients on AML and non-AML compliance, including CASL and FATCA.