- Mentor and direct the work of FP&A Managers and Sr. Financial Analysts on our staff
- Responsible for overall fiscal operations: direct our dedicated accounting teams on their functions supporting the full monthly accounting cycle of client businesses
- Supervise client engagements and occasionally direct the client’s own internal accounting & finance team
- Maintain useful relationships with outside partners and vendors engaged with each client business
- Develop short-range and long-range financial plans to achieve established corporate goals and maximize client profitability
- Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
- Present timely and valid interpretation of operating results to board of directors and senior management team of clients
- Provide sound leadership in complying with financial and legal requirements
- Attend client board meetings (virtually)
- Support clients with investor capital raise activities and bank debt negotiations
- Prepare for and support buy-side and sell-side due diligence for client businesses
- Analyze current market trends and competition of clients’ industries
- Collaborate with others to solve ad-hoc technical finance and accounting challenges
- Assist with systems implementations and custom software solutions