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#21-001224-0002
Supplemental Questionnaire

Last Name
First Name

 

***Please note that your answers on the supplemental questionnaire must correspond to the information provided on your application to receive credit. Applications that do not include a completed supplemental questionnaire will be considered incomplete and may be subject to disapproval.***


1.

Do you have at least four years of experience examining, analyzing and interpreting accounting systems, records and reports in the areas of cost accounting, systems accounting or GAAP accounting? If yes, please explain your experience and include the name of employers, dates of employment, and relevant job duties. If you do not possess this experience, enter N/A.

2.

Do you have at least three years performing advanced duties such as variance analysis, forecasting, modeling, preparing monthly/quarterly/annual closing schedules and entries, preparing audit schedules, and/or preparing public disclosure documents? If yes, please explain your experience and include the name of employers,
dates of employment, and relevant job duties. If you do not possess this experience, enter N/A.

3.

Do you have at least three years supervising accounting professionals? If yes, please explain your experience and include the name of the employers, dates of employment, and relevant job duties. If you do not possess this experience, enter N/A.

4.

Do you have at least two years’ experience preparing financial statements and/or leading the preparation or examination of audited financial statements? If you answered yes, please explain your experience and include the name of employers, dates of employment, and relevant job duties. If you do not possess this experience, enter N/A.

5.

Do you have experience in the accounting of loan portfolios? If you answered yes, please explain your experience and include the name of the employers and dates of employment. If you do not possess this experience, enter N/A.

6.

Are you licensed as a Certified Public Accountant (CPA)?  If yes, please upload a copy of your certification. If you do not have a CPA, please enter N/A.

Yes No

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