Financial Planning and Analysis

• Build, support and deliver IRA service offerings
• Assist on management consulting projects for private and public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships
• Enjoy friendships, social activities and team outings that encourage a work-life balance
• Occasionally travel post-COVID, mostly same-day travel within the state
• Serve on client projects and assist in management of client relationships
• Document and analyze processes, internal controls, and workflow to identify opportunities for improvement
• Perform research into best practices, operational polices, and organizational design
• Perform tests of effectiveness of controls and compliance with laws/regulations/policies
• Interview clients to better understand processes and to recommend improvements
• Support project staff in day-to-day service delivery
• Assist in development of articles, sales proposals and presentations for new business development and client purposes

Senior Manager, Financial Advisory – IRA Advisory

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager