Financial Planning and Analysis

• Collaborates across a host of functions including the Chief Accounting Office, Controllership, FP&A, Tax, Treasury, HR, and Legal to ensure that external financial reporting is accurate, consistent, and compliant.
• Contribute to the preparation, analysis, and review of quarterly and annual SEC filings, including financial statements, footnotes, and MD&A.
• Perform detailed tie-outs, reconciliations, and consistency checks to ensure completeness and accuracy of disclosures.
• Assist in the preparation of quarterly earnings release materials and other external reporting deliverables.
• Support external audit requests and reviews by providing clear documentation and timely responses to audit inquiries.
• Collaborate with cross-functional teams to gather data, improve reporting processes, and strengthen disclosure controls.
• Support ongoing process improvement and readiness efforts related to evolving accounting and SEC requirements.

Senior Financial Analyst

Senior Financial Planning and Analysis Manager

Investment Accountant

National Investment Manager

FP&A Lead

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