- Manage the monthly, quarterly, and annual close processes to deliver accurate financial statements on an accelerated timeline.
- Oversee general ledger, AR, AP, payroll, revenue recognition (ASC 606), and account reconciliations.
- Establish internal controls, accounting policies, and ensure audit readiness.
- Produce management and board reporting, KPI scorecards, and cash-flow forecasts.
- Evaluate and implement AI-enabled finance tools to automate workflows and reduce manual effort.
- Design real-time reporting dashboards and ensure data integrity across ERP, CRM, and billing systems.
- Prepare reporting packages for investors, PE sponsors, and lenders including covenant compliance.