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Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
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Ensure tax compliance by reviewing returns and resolving discrepancies.
Guide clients to financial success with tailored investment and tax strategies.
Ensure financial institutions comply with laws and maintain sound practices.
Analyze financial records to prepare statements and offer strategic advice.
Design and manage employee pay and benefits programs for optimal satisfaction.
Manage financial operations and customer relations for businesses or branches.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415