Head of Wealth Proposition at Sanlam UK @
Accountant at UB Foundation
Lancaster, New York
Accounting experience: financial statement preparation (with associated schedules); operating budgets (developing, monitoring, and reporting); bank and general ledger account reconciliations (resolving issues); budget analysis (including identifying cost savings measures); developing grant/proposal budgets; coordinating grant submissions for federal/state governments; development of analysis tools to monitor pricing strategies; task leader on software program for budget tracking and management; month end and year end closings; payroll, accounts payable and receivable (to include supervision of these tasks). An effective organizer, researcher and problem solver.