Financial Planning and Analysis

• Perform CFO functions as part of the client’s accounting services team.
• Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
• Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
• Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Lead financial administration, planning, and budgeting.
• Oversee longer-term budget planning and cost management.
• Monitor progress of budgets and presents operational metrics.
• Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
• Manage cash flow and forecasting, directing financial accounting.
• Coordinate audit activities.
• Effectively and efficiently manage multiple client engagements.
• Build strong client relationships and becomes a key member of client management team.
• Develop key external business network and becomes service and industry thought leader.

Chief Financial Officer – Retail/Franchise

FP&A Manager

Financial Analyst

Director of Finance – Administration

Commercial Finance Manager

FP&A Manager