Financial Planning and Analysis

• Lead client interviews and workshops to assess their controllership processes and identify opportunities for improvements.
• Design and implement controllership improvement strategies, including process redesign, controls redesign, and automation.
• Hold conversations with the client and its internal stakeholders to assess the controllership function and prepare the company for scaling or transformation based on its goals and aspirations, including around topics such as AI, automation, and ERP implementations.
• Design and implement risks and controls frameworks and remediate control deficiencies.
• Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
• Be able to interpret analytics results over the client’s finance data to provide clients with insights and transparency that drive efficiency and process improvement.
• Be able to understand and apply knowledge of how operational activities of a business impact the record to report process.
• Improve controllership processes in multiple scenarios such as controllership transformations, finance integrations, and public offerings.
• Provide clients with accounting assistance or transactions support as necessary.
• Lead project management activities.
• Support business development initiatives.
• Build trust and relationships across EY’s service lines and with external clients.
• Mentor, coach, and develop junior staff.

Financial Accounting Advisory Services Manager – Finance Optimization

Senior Financial Analyst

FP&A Manager

Senior Financial Planning and Analysis Manager

Vice President, Investments Underwriting

Business Intelligence Analyst – Treasury, Financial Risk Management