Financial Planning and Analysis

• Lead critical processes such as driving key strategic initiatives analysis and planning
• Discover new opportunities to grow and optimize the business through analytics and financial modeling
• Influence the development of strategic plans, annual financial budgets, and monthly forecasts
• Direct FP&A business and technology run the business activities and key initiatives
• Enhance FP&A systems roadmap and align data structures
• Investigate and explain drivers of change in key business and performance drivers
• Ensure a deep understanding of our overall business and identify key business levers
• Perform analyses and communicate key findings to various stakeholders

Director, Branded Checkout Finance

Senior Financial Planning and Analysis Manager

Vice President, Investments Underwriting

Financial Lines Intern – Summer 2026

National Investment Manager

Asset Management Researcher, Financial Services Practice