- Support annual budgeting, recurring forecasts, and long-term financial planning with Finance and business leaders.
- Build and maintain financial models covering revenue, expenses, profitability, and business initiatives.
- Analyze actual results against budget, forecast, and prior periods, explain variances, and prepare monthly management reporting.
- Analyze sales performance by customer, product, channel, and other business segments, including revenue, volume, pricing, product mix, and gross margin.
- Develop dashboards and recurring reports for KPI tracking and conduct ad hoc analysis of customer profitability, operational efficiency, and growth opportunities.
- Use NetSuite to extract and analyze financial and transactional data and maintain saved searches, reports, and dashboards.
- Combine data from NetSuite and other sources, validate accuracy, reconcile reporting to financial results, and investigate discrepancies.
- Document metric definitions, data sources, and reporting logic.
- Support the Microsoft Fabric implementation by gathering requirements, validating migrated data, testing dashboards, and contributing to Power BI reporting.
- Identify opportunities to automate recurring reporting and help business users adopt new reports, dashboards, and metric definitions.
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