Vimly Benefit Solutions

Financial Planning and Analysis

• Build and maintain robust three-statement financial models (Income Statement, Balance Sheet, Cash Flow)
• Own and update the company’s monthly and long-range financial model
• Develop headcount and operating expense models to support scaling initiatives
• Perform scenario analysis and sensitivity modeling for strategic decisions
• Support capital allocation analysis and ROI assessments
• Own monthly financial model formatting and reporting packages required by investors/lenders (e.g., Rubicon or similar institutional format)
• Support bank reporting and covenant compliance calculations
• Prepare reconciliations, variance analyses, and financial statement “walks”
• Develop executive dashboards and KPI reporting for leadership
• Support acquisition evaluation and financial diligence as needed
• Develop transaction models including pro forma financial statements
• Coordinate with external diligence providers, bankers, and advisors as needed
• Own financial model within the company’s EPM system
• Enhance forecasting tools and reporting automation
• Improve data integrity and modeling processes

Finance Manager