Help Wanted


Source: Survey of 1,209 middle and high-net-worth pre- and post-retirees,
New York Life Investment Management LLC, Parsippany, N.J., www.nylim.com , 2005.

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Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.