Financial Planning and Analysis

• Partner closely with senior leadership and cross-functional teams to guide financial decision-making, strengthen planning processes, and align financial goals with organizational strategy.
• Lead the development of annual operating budgets, quarterly forecasts, and long-range financial plans; consolidate business unit inputs and ensure accuracy, alignment, and accountability across the organization.
• Oversee monthly financial performance reviews, including variance analysis, KPI trends, and actionable insights to support operational efficiency and strategic initiatives.
• Build and enhance scalable financial models to assess business performance, forecast results, and support scenario planning, capital allocation, and strategic investments.
• Direct the preparation of management reporting packages, financial dashboards, and analytical commentary for executive stakeholders.
• Conduct market, competitive, and industry analyses to evaluate financial risks and opportunities, enabling well-supported strategic recommendations.
• Evaluate the financial viability of new projects, investments, and business opportunities; prepare ROI analyses and business cases to support leadership decisions.
• Assess and recommend financing strategies—including debt, equity, and alternative structures—to optimize capital efficiency and support long-term growth.
• Improve financial processes, reporting accuracy, and data integrity by leveraging automation tools such as Power Query, advanced Excel, and data transformation workflows.
• Apply strong critical thinking and analytical judgment to challenge assumptions, validate data, and ensure insights are reliable, objective, and impactful.
• Contribute to scaling FP&A capabilities within a high-growth environment.
• Complete other tasks and projects assigned by management.

Finance Manager, FP&A

Senior Consultant – Financial Services Data Platform

Senior Technical Consultant – Financial Services Data Platform