- Build and maintain monthly financial tracking across the business
- Support budgeting, forecasting, and forward planning over the next 12-24 months
- Analyze spending trends and help leadership understand where money is going and what is coming next
- Support pricing-related analysis and decision-making
- Work closely with bookkeeping/accounting to ensure financial data is accurate, complete, and usable for planning
- Identify inconsistencies, gaps, or patterns in financial data and investigate them until resolved
- Organize financial information into clear, structured outputs for internal decision-making
- Support leadership with ad hoc financial analysis and planning requests
- Help improve overall financial visibility and discipline across the company
Data AnalysisMicrosoft ExcelBudgeting+3 more