• Mastery of Microsoft Office programs (Word, Excel, PowerPoint)
• Experience with Lawson, QuickBooks, LotusNotes, Caseware, and Windows
• In-depth grasp of the current state of the banking industry
• In-depth grasp of the current state of the insurance industry
• Ability to build lasting relationships with current and potential clients
• Aware of current reporting requirements for public entities
• Experience reviewing and preparing SEC company filings such as 10-Qs and 10-Ks
• Experience reviewing Bond Accounting Reports