Financial Planning and Analysis

• Provide financial support and strategic advice to business partners in Risk, Vendor Management, Global Security, and Finance
• Analyze and interpret spend across the P&L
• Build capacity plans and models for business areas with volume growth and new products
• Deliver activity based-costing frameworks and reporting
• Lead the annual forecasting and budgeting processes
• Create and maintain unit cost metrics and key performance indicators (KPIs)
• Drive month-end close activities and variance commentary
• Make recommendations on invoice accruals
• Deliver recurring financial reviews to leadership
• Multi-task in a fast-paced, sophisticated, and ever-evolving environment as part of the Corporate Services Finance team

Senior Financial Analyst

Senior Financial Analyst

Asset Management Researcher – Financial Services Practice

Corporate Transactions and Investments Lead

Vice President, Investment Strategist – Retirement Services

FP&A Manager