- Lead preparation and review of financial statements, reports, and forecasts.
- Oversee month-end close, balance sheet reconciliations, and tax compliance.
- Manage intercompany financial processes, audits, and internal controls.
- – Communicate proactively with customers to gather project information and updates.
- – Organize and coordinate project details to ensure timely and efficient workflows.
- – Improve internal systems by identifying bottlenecks and suggesting enhancements.
- – Conduct interviews to gather medical and lifestyle history from insurance applicants.
- – Schedule tele-interview appointments based on availability of applicants and interviewers.
- – Maintain confidentiality while following up on missing information from applicants.