Proof

Financial Planning and Analysis

• Build and maintain long-term financial projection models to support strategic planning initiatives and board/investor communications
• Partner with business leaders to understand operational metrics and translate them into financial insights
• Support financial due diligence for acquisitions, including data analysis, quality of earnings support, and operational metric validation
• Build and maintain acquisition and investment models, including purchase accounting inputs, valuation, synergies, and return analyses
• Assist with post-acquisition integration planning, including financial reporting alignment, forecasting, and synergy tracking
• Support de novo growth initiatives and special projects related to market expansion or new service offerings
• Help improve FP&A processes, models, and reporting tools to support scalability and data accuracy
• Work closely with Accounting to ensure consistency between actuals, forecasts, and long-range plans
• Leverage financial systems and BI tools to enhance analytical capabilities

Senior Financial Analyst

Account Manager

• Own and manage a portfolio of major Property Management clients across the U.S.
• Build deep, consultative relationships with executives, regional managers, and onsite staff.
• Become the go-to point of contact for all strategic and day-to-day needs.
• Conduct regular QBRs, onsite visits, and performance reviews.
• Drive high retention and reduce churn through proactive, hands-on support.
• Identify and execute expansion, upsell, and cross-sell opportunities.
• Ensure clients are fully educated on our capabilities and new products.
• Build account plans that forecast risks, opportunities, and expansion paths.
• Partner with Product, Ops, and Support to solve issues, streamline workflows, and implement improvements.
• Monitor usage metrics and proactively address adoption gaps.
• Provide feedback to leadership on trends, needs, and market opportunities.
• Travel frequently to meet with PM portfolios and regional teams.
• Host trainings, onsite workshops, and relationship-building sessions.
• Attend conferences, industry events, and customer summits as needed.