- Prepare and distribute recurring monthly and quarterly management reporting packages
- Perform ad hoc financial analyses related to profitability, expenses, cash flow, headcount, and other key business metrics
- Develop and monitor KPIs that help measure company performance and operational effectiveness
- Support budgeting, forecasting, and broader financial planning activities
- Partner with stakeholders across Sales, Marketing, Services, and Business Technology to gather information and improve reporting quality
- Assist in the preparation of analyses and materials used for executive and board-level discussions