- Oversee delivery across client accounts, ensuring work is on time, in scope, and meets quality standards.
- Review and approve client deliverables, including close packages, consolidated financial statements, forecasts, and board and investor reporting.
- Track and report delivery KPIs, including quality, timeliness, utilization, and client health.
- Resolve delivery escalations with client executives and lead conversations about scope, budget, and quality.
- Provide technical guidance on close, consolidations, revenue recognition, stock compensation, leases, audits, tax and compliance, cash forecasting, and SaaS metrics.
- Build and review financial models, cash and runway forecasts, KPI dashboards, and other client analyses.
- Lead financial audits and oversee compliance filings.
- Manage, coach, and develop the delivery team; participate in hiring, performance management, and staffing decisions.
- Develop repeatable delivery processes and collaborate on Learning & Development initiatives.
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