Pathstone

Lead financial planning and analysis with a focus on business line profitability, capacity utilization, and pricing strategy. Manage budgeting, forecasting, and cash flow modeling to optimize growth and operational efficiency.

Manage end-to-end revenue accounting processes, ensuring compliance with U.S. GAAP and regulatory requirements for wealth advisory services. Partner with cross-functional teams to validate fee calculations and serve as the primary subject matter expert during internal and external audits.