Duties and Accountabilities 

• Attend daily Attestation calls during Attestation months 

• Learn & execute the Book of Record reconciliation program and edit the program's procedural documentation to reflect the current activities

• Work with LAF & Jill to document the Sensitive Leave program & execute the program in the new year

• Study courses from BMO U 

New Skills and Developed Skills

• BMO's ethics practices

• BMO FG Attestation process

• Checking GRCE Issues

• Execute Book of Record

• How to handle AML and report issues 

• Basics of Accounting 

  • Rule of debit and credit

  • Different accounting conventions and assumptions

  • Assets, liabilities and shareholder's equity

  • Accounting cycle 

  • Cash and accrual accounting 

• Budget planning 

  • Budget planning for corporations in 5 steps

  • Cash, sales and production budgets,

  • Capital budgeting

  • Historical and Zero-based budgeting 

  • Budgetary Variance 

• Developed time management 

• Microsoft Excel Macros 

• Microsoft SharePoint

• PowerBI