The Requirement / The Challenge
• To deliver reports which are of better quality than those generated by the system:
- Unit pricing report
- Fund valuation report
- Financial statements (BS, P&L, CF)
- Cash distribution report
The Solution
- Developing a more accurate Unit Pricing Model (Excel)
- Gaining expertise with MYOB
- Applying knowledge acquired from past professional experiences
Technology:
- MYOB (Mind Your Own Business)
- MS Excel
Company Name
An Australian Financial Services Corporation
