Financial Analysis and Strategy
Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses. Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs for special projects and planning purposes. Evaluate taxpayer finances to determine tax liability using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization. Evaluate, design, and implement tax efficient strategies. Develop financial forecasting models for scenario analysis.