Financial Planning and Analysis

• Monitor and Communicate Business Drivers and Results
• Identify and monitor key performance drivers and risks with timely communications of trends and observations
• Analyze sales, expenses, cash flows, AUM, unit costs and other financial business drivers, used by business partners and the CFO organization
• Influence, lead and educate on financial-related elements of the strategic and tactical success of the businesses
• Prepare high quality analysis to influence key financial decisions, including developing and employing analytical models
• Contribute to the development of driver-based forecasts, reviewing P&L assumption elements for reasonableness and assessing overall reasonableness of earnings forecasts
• Serve as a strategic consultant to the business, with the ability to work alongside seasoned business leaders while generating proactive recommendations for earnings optimization
• Actively participate in driving business financial projects/initiatives
• Review forecast and initiative assumptions and contribute to cost-benefit analyses to support decision making

Head of Wealth Business Strategic Finance

Head of Financial Planning & Analysis, FP&A

Energy Project Finance – Development Associate, Mid-Senior Level

Structured Finance, ABS Analyst

Senior Financial Analyst

Product Manager – Finance Data and Capabilities