Anna Lloyd Email & Phone Number

Minneapolis, Mn, Us

Maple Grove, Mn

Ensures GRE’s financial records and statements accurately conform with GAAP and are published and distributed promptly. Prepares monthly, quarterly, and annual financial statements and presentations. Applies accounting principles and procedures to analyze financial information. Leads the coordination of the external audit function. Provides financial analysis support related to annual budget preparation, long-range financial forecasting, margin planning, and other areas as assigned.

Greater Minneapolis-St. Paul Area

Work directly with clients to prepare year-end financial statements and lead schedules. Summarizing activity for periods of time using the client’s general ledger. Complete single audits on large revenue portions of the client’s business. Assist in client journal entries and complete audit adjustments. Ensuring the proper controls are in place for activities performed by the clients. Check legal and compliance requirements for federal and state grants, as well as compliance with Minnesota… Show more Work directly with clients to prepare year-end financial statements and lead schedules. Summarizing activity for periods of time using the client’s general ledger. Complete single audits on large revenue portions of the client’s business. Assist in client journal entries and complete audit adjustments. Ensuring the proper controls are in place for activities performed by the clients. Check legal and compliance requirements for federal and state grants, as well as compliance with Minnesota statutes. Perform fraud interviews with clients. Show less

Greater Minneapolis-St. Paul Area

Directly supported the Finance group through processing and finalizing engagement letters for rebates, loan defeasances, and cash and verification reports. Included contacting and invoicing clients. Also assisted in the electronic database upload of the group’s old reports.

Greater Minneapolis-St. Paul Area

Performed financial and compliance audits of local governments. Traveled to two different counties and worked directly with the clients as well as performing the audit procedures required for this position. Ran compliance checks on the county controls and helped prepare the financial reports for 5 different counties.

Master Of Business Administration (M.B.A.), Concentration In Finance

Graduated April 2018.

Bachelor'S Degree, Accounting, Cum Laude

Education record