Fp&A, Senior Consultant
Current● Responsible for creating monthly consolidated company-wide Realized Capital Gain/Loss (RCGL) GAAP based analysis reports to internal and external users ● Review New Market Tax Credit (NMTC) book values and make adjustment entries and reports monthly● Create monthly securities and private equities Write-Off reports for internal and external users● Manage quarterly impairment process and communicate reports to internal and external users● Create quarterly statutory report data files, Schedule D (for Bonds, Cash and Cash Equivalents, and Stocks)● Create quarterly statutory disclosures for different business units for filings● Manage quarterly Fair Value Measurements reports● Provide annual statutory audits and Supplemental Investment Risks Interrogatories SIRIs for different business units