•Routine maintenance and organization of company financial records and daily reports using QuickBooks. •Balance sheet management across multiple intercompany accounts in the organization. Includes making journal entries, creating/editing chart of accounts, and tracking liabilities and assets. •Reconcile statements for over 60 accounts on a month-to-month basis, creating consistency in financial reporting.•Creating comprehensive annual budgets and financial models using Excel, incorporating revenue projections and expense estimates while collaborating with executives, allowing proactive decision- making and strategic alignment with organizational goals.

•Assisting with homework assignments in Financial Management, Investments, Portfolio Management, and Financial Policy. •Using financial software to track and create portfolios with information provided by the software.•Utilizing and connecting devices in the lab to improve student task completion.

•Drafting cash flow analyses for financial planning purposes.•Reviewing and analyzing tax returns for accuracy and compliance.•Inputting customer data into company software systems for routine operations.•Conducting real estate site visits to monitor progress on FSCB-financed buildings.•Sitting in on the Executive Loan Committee to discuss decisions on large commercial loan requests.

•Managing inventory by stocking supplies from different vendors and meticulously recording received items.•Engaging with customers during in-store and outdoor transactions on a regular basis.•Maintaining the store's appearance through various tasks to ensure a welcoming environment for the public.•Assisting customers in locating specific products within the store, while also addressing questions about the store's layout and the surrounding areas.