Profile Software

Financial Planning and Analysis

• Serves as the primary project lead, managing timelines, milestones, and client expectations from kickoff to go-live
• Collaborates with clients to understand their specific needs and customizes our software to meet those needs.
• Develops and delivers comprehensive training programs to ensure clients achieve high adoption and ROI
• Executes rigorous manual testing to validate that the configured solution meets the agreed-upon functional specs
• Provides expert troubleshooting and tactical guidance for existing clients to optimize their daily operations

Consultant – Investment Management