Financial Planning and Analysis

• Manages the development of accurate budgets and financial plans by effective planning, monitoring, and troubleshooting.
• Interacts with management to explain the budget or financial planning process, identify factors impacting expenses or financial trends, highlight opportunities for improvement and create effective exhibits to explain the business plan.
• Interacts with profit center leadership to proactively deliver best in class products, services, and analysis to assist in strategic business decisions.
• Develops complex ad hoc and on-going operational & financial forecasts and models that assist the business in making decisions, effectively communicating trends and outcomes.
• Drives the production of complex management reports and associated results analysis, using business acumen and analytical ability to lead the team in identifying business drivers of results and communicating them effectively.
• Initiates and/or leads increasingly complex department projects and continuous improvement activities that may span beyond the scope of own team`s responsibilities.
• Continually assesses the business value and efficiency of the work performed, identifying, and implementing improvements.
• Cultivates an environment focused on development by assigning projects to build teammates’ strengths and sharing knowledge through training or reviewing their work.
• Trains others on financial systems and manages key interfaces and interdependencies.
• May make recommendations for enhancements to financial systems and associated processes and participate in or lead their implementation.

Lead Financial Analyst

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager