Financial Planning and Analysis

• Add and update leads, clients, and project data in Airtable and Asana
• Manage invoicing: draft, cross-check, and track payments in stripe
• Review and reconcile expenses from Ramp and QuickBooks
• Track project costs, budgets, and margins
• Cross-check payments, reimbursements, and vendor invoices for accuracy
• Build and maintain dashboards and reports (revenue, costs, utilization)
• Support monthly summaries, reconciliations, and approvals
• Identify recurring manual tasks and suggest automation (e.g., formulas, Zapier)
• Identify trends or discrepancies and flag them to the leadership team

Finance and Operations Analyst

Financial Accountant, CPA

Financial Analyst

Financial Analyst, CFO/VP Finance

Financial Voucher

Finance Manager, FP&A