Financial Planning and Analysis

• Conduct comprehensive financial analysis to support strategic initiatives, including budgeting, forecasting, and variance analysis
• Develop and maintain financial models to assess the financial impact of various business scenarios
• Prepare monthly, quarterly, and annual financial reports, highlighting key performance indicators, trends, and variances
• Collaborate with cross-functional teams to provide financial insights and recommendations for optimizing operational performance and achieving business objectives
• Assist in the preparation of board presentations, investor materials, and other ad hoc financial analyses as needed

Senior Financial Analyst

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager