Financial Planning and Analysis

• Own the company-wide budgeting, forecasting, and financial analysis process
• Lead the annual operating plan and rolling forecasts
• Maintain advanced and complex financial excel based actual and forecast model
• Manage companywide vendor and employee expense models
• Build driver-based financial models and scenario analyses
• Provide actionable insights on revenue, expenses, and KPIs
• Partner with department heads to align budgets with strategic priorities
• Hold teams accountable for financial targets and KPIs
• Deliver value-driven decision support to guide resource allocation and investment decisions
• Prepare standardized reporting to senior management, private equity sponsors and lenders
• Develop and provide monthly dashboard reporting, variance analysis, and board reporting packages
• Manage customer annual recurring revenue database with detailed tracking of new bookings and gross and net retention
• Implement best practices for data integrity and automation.

FP&A Manager

Associate Director, Business – Finance

Investment Consultant

Media Buyer – Integrated Investment

Senior Manager, RGM Price & Customer Investment Capabilities