Financial Planning and Analysis

• Prepare monthly and quarterly performance reports for executive and regional leadership, highlighting key trends, risks, and opportunities.
• Analyze revenue, margin, and expense trends to identify drivers of business performance.
• Track and report key performance indicators (KPIs) across business units and regions, pairing this information with financial results to explain the overall health of the business.
• Partner with accounting and operations teams to ensure accuracy and consistency of reported financial results.
• Prepare financial presentations and analyses for leadership and board-level review.
• Assist in strategic planning and long-range financial modeling to support the company’s continued growth.
• Support the annual budgeting and quarterly forecasting processes, ensuring alignment with corporate and operational goals.
• Develop and maintain detailed financial models to support forecasting, scenario planning, and decision-making.
• Evaluate capital expenditure requests and investment proposals, providing data-driven recommendations.
• Support the implementation and enhancement of FP&A tools, dashboards, and systems for improved automation and efficiency.
• Excel Expertise: Build sophisticated Excel models, utilizing advanced functions such as pivot tables, VLOOKUP, INDEX-MATCH, data validation, macros, and other advanced formulas.

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