Financial Planning and Analysis

• Automate Core Business Operations: Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
• Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
• Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
• Financial Planning & Analysis: Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
• Prepare and automate monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness in actual vs. target performance tracking.
• Support budgeting and cost-control processes, integrating AI tools for predictive analytics and real-time variance detection.
• Collaborate with cross-functional teams to provide financial insights that guide business and investment decisions.
• Research, analyze, and model potential business expansion or optimization opportunities using AI-enhanced financial modeling.

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