Financial Planning and Analysis

• Serve as a primary finance business partner to Americas Sales leaders, providing actionable financial insights and supporting strategic decision-making.
• Drive and influence commercial deal structuring, partnering with the deal desk and sales teams on complex deal reviews.
• Own the weekly, monthly, and quarterly financial reporting processes, providing insightful metrics on business trends, pipeline, deals, and markets to support go-to-market strategy.
• Lead financial planning, forecasting, and expense management activities, including Expense-to-Bookings (E:B) reporting, to identify risks and opportunities.
• Drive continuous process improvement and automation, leveraging best practices to scale the business.
• Partner with cross-functional teams including Sales Operations, Revenue Accounting, and HR to deliver results and align resources.

Senior Finance Manager, Sales

Tax Manager – Financial Services, Captive Insurance Consultant

Experienced Associate, Valuation and Modelling – Financial Services Sector

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments