Financial Planning and Analysis

• Prepare monthly P&Ls and dashboards with actual vs. budget and prior year metrics for each Division/Department
• Research variances including actual vs. budget and actual vs. prior year
• Assist in the preparation of the annual operating budget by gathering and analyzing financial data and projecting costs
• Project revenue by analyzing booking report data and working closely with divisional key contacts
• Create financial models to help with analysis and consolidation
• Assist in the preparation of quarterly reforecasts
• Prepare monthly departmental expense reports including comparisons to budget and prior year
• Respond to senior management questions by researching and analyzing data
• Provide management reports and analysis as requested
• Assist on special projects that address key strategic issues at the Company
• Communicate issues to management both in writing and verbally
• Support system or process improvement projects
• Assist with merger integration projects, as needed

Senior Analyst, FP&A

Operational Finance Manager

Investment Buying Coordinator

Associate, FP&A, Finance & Operations

Junior Investment Advisor Associate