Financial Planning and Analysis

• Lead budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables.
• Develop, maintain, and refine financial models and tools to support strategic and operational decision-making.
• Analyze financial performance and key drivers to identify trends, risks, and opportunities.
• Design and implement scalable FP&A processes that improve data integrity and usability.
• Collaborate with client leadership teams to translate business needs into actionable initiatives and insights.
• Prepare and present executive-ready materials including dashboards, summaries, and recommendations for senior stakeholders.
• Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities.
• Build and maintain strong client relationships through consistent communication, proactive problem solving, and reliable execution.

Senior Consultant – Financial Planning and Analysis

Financial Talent Sourcing Specialist

Senior Financial Analyst – Lead

Financial Analyst

Director, Strategic Finance – Healthcare