Financial Planning and Analysis

• Provide advanced financial analysis, forecasting and reporting to support business planning and operational decision-making.
• Lead budget, forecast and long-range planning activities at the company, business unit and product line levels.
• Perform in-depth analysis of Plan and Forecast results and deliver variance explanations.
• Support business units and operational leaders with financial matters.
• Conduct monthly meetings to discuss historical financial results and future performance.
• Work closely with the business to optimize costs, improve efficiency, and support strategic initiatives.
• Prepare and deliver comprehensive financial reports, dashboards, and presentations in support of Executive-level and key business partner meetings.
• Develop and review key performance metrics to identify risks and opportunities, monitor strategic objectives.
• Assist with the administration and maintenance of the budget and forecasting platform, business intelligence tools, and the Excel suite of reporting.
• Drive continuous improvement efforts with analytics models and reporting processes to optimize resources, accelerate visibility to outcomes and insights.

Senior Financial Analyst

Assistant Director, Financial Accounting

Senior Finance Manager – Capital Allocation

Senior Marketing Manager – Banking & Financial Services

Investment Accounting Manager – Partnership

Accounting & Finance Consulting Director – Accounting Advisory