Fredic James
Lead Technology Business Management @Envestnet
- Role
- Lead at Envestnet
- Location
- Thrissur, KL, IN
- LinkedIn followers
- 500 followers
About Fredic James
Experienced Financial specialist with a demonstrated history of working in the…
Experience
Lead
Jul 2024 — Present · Trivandrum, IN
Oversee the IDS policies, processes, and procedures, maintain ease of auditability and work to continuously improve the function. Participate in routine SOX audits related to IDS. Evaluate reporting needs for senior leadership to effectively manage their team’stime and their Capitalizable project work. Provide weekly progress reports to the business regarding timesheet compliance. Extract time log reports from Power BI, collect certifications of time from senior leadership and deliver to accounting for month end financials. Assist managing activities in suspense to drive them to closure. Routinely review projects and determine if they meet the criteria for capitalization. Oversee and manage time tracking groups in Jira. Manage and contribute to projects both on-going and recurring as needed, in an effective and efficient manner. Providing Capitalization dashboard with analysis to Technology Businessmanagement Director
Skills
- Microsoft Office
- Microsoft Powerpoint
- Public Speaking
- Accounting
- Budgets
- Finance
- Microsoft Word
- Team Leadership
- Project Management
- Marketing
- Financial Analysis
- Teamwork
- Team Management
- Management
- Team Building
- Powerpoint
- Microsoft Excel
- English
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