• Collaborated with bank & credit union management in developing accurate asset/liability & risk management controls into their financials.• Trained CEO’s, CFO’s, & other managers to use Jack Henry’s software products.• Prepared monthly & quarterly financial reporting packets for presentation to clients, examiners, Asset/Liability Committees, & Board of Directors.• Assisted bank & credit union management in developing their budgets for the upcoming fiscal year(s).• Assisted with regulatory research for software updates.• Worked in a team environment helping coworkers with their questions, projects, & installations.• Performed PROFITstar software installations & supported clients in their use of Jack Henry’s asset/liability management software.