Financial Planning and Analysis

• Build, manage, and fully own detailed operating models (P&L, cash flow, balance sheet).
• Prepare financial forecasts, scenario analyses, and sensitivity models.
• Analyze financial performance across multiple clients and provide actionable insights.
• Support CFO/VP Finance team members with client-facing reporting and presentations.
• Create polished PowerPoint presentations for internal and external stakeholders.
• Maintain and improve Excel-based tools, templates, and financial tracking models.
• Assist in monthly, quarterly, and annual planning processes.
• Coordinate with cross-functional teams to gather data and validate assumptions.
• Help ensure data accuracy across ERP, CRM, and financial reporting systems.

Financial Analyst, CFO/VP Finance

Financial Accountant, CPA

Financial Analyst

Financial Voucher

Finance Manager, FP&A