Danielle Ramos Email & Phone Number

Preparation and Issuance of monthly billing statementsProvides training to Business Units on how to navigate lnfor Lawson for Invoice ApprovalsRevenue AnalysisProcess payments to Third Party Vendors.Prepares Cashflow forecast reports for Accounts PayableHandles Financial Reports and Financial AnalysisForecasting Reports for both Accounts Receivable and Accounts PayableHandles Inter-Company billing.User of AnaPlan - handles uploading of Adjustments to Forecast and Budgets

Process basic and complex financial transactions: Investment Withdrawal, Transfer out requests, Internal Transfers and Account Maintenance.Set-up of Schedule Withdrawal PaymentsSubject Matter Expert of Money Out Requests for the new hires

Process Transfer from a closing product to a newly launch product - switching of funds.Handles Incentive DepositHandles non-financial transactions: new plan set-up, account information maintenance,Create and Set-Up not-in-good-order communication letters to advisor and dealer Manages the cheque for money-in work typesAssists on processing financial work type for a different business area.

Bachelor'S Degree, Banking And Financial Support Services

Certified Accounting Technician Level 2

Certified Accounting Technician Level 1

Education record