- Lead annual budgeting, long-range planning, and rolling forecasts across all business units.
- Translate complex financial data into clear insights and actionable recommendations for the CEO, CFO, and leadership team.
- Develop scalable financial models, reporting frameworks, and analytics tools.
- Define and track KPIs and ensure alignment between financial outcomes and operational execution.
- Explain performance vs. plan through a driver-based lens.
- Partner cross-functionally with Accounting, Treasury, Capital Markets, Credit, Product, and International teams.
- Evaluate investments, headcount planning, pricing strategies, and strategic initiatives.
- Develop models, diligence workstreams, and reporting frameworks for strategic transactions and IPO readiness.
Microsoft ExcelBudgeting