Our finance experience is wide and deep. We have vast experience working both with firms within the financial industry, as well as with Finance departments of firms in various industries.
Our clients have included many types of financial services firms, such as investment banking, asset management, commercial banking, consumer/retail banking, mortgage banking, wealth management, broker/dealers, insurance companies, and financial holding companies. We’ve supported them with everything from writing an individual policy to a comprehensive firmwide overhaul of policies and procedures; designing and developing a single course to a blended solution for a global system rollout; supporting systems selection and implementations; and providing consulting, contingent, and FTE staffing of technical writers, instructional designers, trainers, systems and business analysts, KYC/AML analysts, and technologists.
At i3, we’ve also got the Finance Department side of things covered locally, regionally, and globally, with extensive experience with developing documentation and training in support of functions including, but not limited to AP/AR, General Ledger, Assets Under Management, P&L, Reconciliations, Investments, Budgeting, Grants, Month and Year End Closings, Internal Control, and Sarbanes-Oxley Compliance.