You will build and maintain client-facing financial tools, including interactive dashboards, forecasting models, and AI-driven automations. Additionally, you will manage database queries, ensure data accuracy, and collaborate directly with clients to deliver bespoke financial solutions.
Develop in-depth financial forecast models, budgets, and operating plans to drive business intelligence for high-growth clients. Collaborate with senior management to analyze market trends, monitor KPIs, and support custom software implementations for back-office efficiency.
Direct fiscal operations and provide strategic financial leadership, including forecasting and budgeting, for a diverse portfolio of high-growth clients. Mentor FP&A staff and support clients with capital raises, board meetings, and M&A due diligence.
Manage overall fiscal operations and develop short- and long-range financial plans to maximize client profitability. Provide ongoing financial analysis, modeling, and interpretation of operating results for senior management and boards of directors.
Provide high-level accounting support to clients, managing full-cycle tasks including AP/AR, reconciliations, and financial statement preparation. Collaborate with internal finance leadership and clients to improve bottom-line results and ensure engagement success.
Manage day-to-day financial transactions, including accounts payable, receivable, and bank reconciliations for various clients. Maintain accurate general ledgers and provide administrative support to ensure seamless month-end and year-end closes.
