Financial Planning and Analysis

• Provide detailed business plans to accomplish organizational predetermined goals
• Update sales records in the Accounting platform
• Manage the entire sales cycle and present products to prospective clients
• Understand client goals and align campaigns accordingly
• Work closely with clients to build strategies and achieve organizational and client goals
• Maintain and present outstanding receivables and payables reports
• Verify expense reports
• Analyze purchase and billing data on a periodic basis
• Collaborate with managers to identify financial reporting needs
• Exposure to accounting processes and client servicing
• Negotiate agreements and keep records of sales and data
• Participate in weekly review meetings with various teams
• Work with reporting manager, business heads, and internal teams

Finance Executive

Finance Manager

Senior Manager – Assurance, Financial & Accounting Advisory

Financial Consulting Associate 2 – Finance as a Service

Finance Associate

Director - Financial Planning & Analysis