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Client: Large Financial Company
Challenge:
- Support the life Eternal reporting team on the Improve the Foundation project.
Solution:
- Monitored the completion of the business requirements and implemented necessary changes to meet statutory reporting requirements as appropriate.
- Provided an expert in separate accounts, intercompany transactions, statutory reporting, life consolidations, PeopleSoft, general statutory accounting and Enterprise Warehouse Intelligence (EWI)
- Maintained and offered assistance using the Access database
- Performed research of existing business applications and processes to assist in the identification of data sources and current business rules being applied to that data
- Engaged in the planning, writing, executing and validating of test plans
Results:
- Found an indispensable person for their organization.
- Deepened our relationship with the client to the point that our contractor became the prime point person on that project.