Years of experience: 19

FinanceFinancial AnalystAccountant🏦 Finance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Natalie's Career Path
Finance Manager - Business Line ControllerJul. 2017 -
Present
Johnson ControlsFinance Manager - Business Line Controller
Milwaukee, Wisconsin
Lead Financial AnalystMay. 2015 -
Jul. 2017
Johnson ControlsLead Financial Analyst
Milwaukee, Wisconsin
Financial AnalystFeb. 2010 -
May. 2015
BMO Harris BankFinancial Analyst
- Prepare comprehensive personal financial reporting packages for ultra-high-net-worth clients on a quarterly basis which incorporate investment, estate and tax planning analysis - Responsible for preparing client estimated tax payments and annual income tax returns - Assist client advisors in the planning and execution of investment portfolios - Use planning, communication and analytical ski...