Financial Planning and Analysis

• Analyzing existing finance and accounting processes to identify bottlenecks, inefficiencies, and areas ripe for automation and improvement;
• Mapping current-state processes and designing optimized future-state workflows;
• Developing and implementing automation solutions primarily using Google Sheets and Google Apps Script (GAS) to streamline data entry, reporting, reconciliation, and other repetitive tasks;
• Utilizing SQL (and potentially Google BigQuery) to query, extract, transform, and load data from various sources, including our ERP system;
• Integrate various data sources to create cohesive and automated financial reports and dashboards;
• Serving as the primary technical resource for the Finance and Accounting teams;
• Providing dedicated, patient, and hands-on support and training to accountants and finance staff who may be less familiar with new technologies and automated systems;
• Developing clear documentation, training materials, and guides for all deployed solutions;
• Working closely with IT and Finance to ensure seamless data flow and integration between Google Sheets, reporting tools, and the ERP system.

Finance Operation Specialist

Financial Planning & Analysis Specialist – FP&A Specialist

Senior Financial Analyst

Head of Finance

Tax Manager – Financial Services, Captive Insurance Consultant

Deputy Head of Finance and Risk Management