Financial Planning and Analysis

• Assists with the preparation and analysis of monthly financial reporting
• Responsible for analysis of monthly activity and trends
• Provide ongoing support to designated functional teams
• Prepare and analyze monthly financial reporting summaries for management team
• Analyze sales trends and support sales and operations planning process
• Identify and research variances to plan and prior year
• Responsible for monthly cyclical activities to support month end close
• Lead in the preparation of expense budgets and forecasts
• Prepare year-end and interim audit work papers

Senior Financial Analyst – Sales

Senior Financial Analyst

Equipment Finance Operations Analyst

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales