Financial Planning and Analysis

• Download and organize compliance and financial documents in designated systems.
• Audit vendor, software, insurance, and operational spend to ensure accuracy, policy alignment, and value realization.
• Support reconciliations and spend validation across reports and accounting systems.
• Manage and maintain vendor records, including tracking invoices, plans, accountable parties, and key contract dates.
• Track and monitor COGS and operational spends to identify and prevent potential spend leaks.
• Monitor and coordinate vendor renewals or renegotiations to ensure timely and cost-effective outcomes.
• Collaborate with internal teams to ensure visibility and control over expenses.
• Contact government agencies or regulatory bodies to confirm requirements and obtain information as needed.
• Research and maintain compliance requirements across U.S. states, including registration deadlines, renewals, and documentation.
• Complete and submit forms for business licenses and vendor applications at local levels.
• Maintain a comprehensive tracker of logins, registration dates, and compliance details.
• Maintain high-quality documentation across trackers and reports for internal audits and leadership visibility.
• Support the finance and operations teams with cross-referenced data validation between invoices, reports, and accounting systems.

Finance Coordinator

Finance Operations Manager

FP&A Specialist

Credit & Finance Advising Assistant

Financial Accountant, CPA

Financial Analyst