Financial Planning and Analysis

• Report to the Chief Financial Officer and serve as key Finance thought leader
• Design, implement, and sustain core Finance business processes and controls
• Own budgeting and reporting processes; scale reporting and metrics for organic and inorganic growth
• Design and maintain the company data cube integrating data from multiple sources to build reports, dashboards, and KPIs
• Build and enhance financial models used to forecast and report key business metrics
• Ensure compliance with budget controls and develop reporting processes for business units
• Create reports and dashboards to highlight trends and variances; maintain reporting cadence to business units and budget owners
• Assist in preparation of presentations and analyses for executive leadership and the Board
• Proactively address stakeholder pain points through recurring touchpoints and strategic partnership workstreams
• Lead evaluation and implementation of revenue recognition software in accordance with ASC 606
• Deliver reporting improvements to inform accurate cash forecasting and reconciliation
• Seek opportunities for efficiencies and scale to support future acquisitions and revenue profiles

Vice President, Finance

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager