Financial Planning and Analysis

• Assist Finance Department with development of financial forecasts and budgets
• Engage in the annual planning process and on-going quarterly forecasts
• Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans.
• Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO.
• Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
• Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners.
• Assist with the continued development of budgeting, financial forecasting, and operating plan
• Support management team and department heads with analysis and reporting as needed
• Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance
• Increase productivity by developing automated applications and reports; coordinate information requirements
• Develop financial models, conduct benchmarking and process analysis

Temporary Financial Planning Analyst

Asistente Virtual Bilingüe – Finanzas

Financial Analyst, M&A Experience

Senior FP&A Analyst

CFO