- Prepare and maintain recurring budget vs. actual (BvA) reports across business units.
- Own the data flow and integrity between NetSuite and Datarails.
- Support monthly and quarterly variance and flux analysis for public company reporting requirements.
- Assist in building and maintaining standardized reporting templates and schedules.
- Support annual budgeting and periodic forecast updates within Datarails.
- Maintain operating expense and headcount tracking models.
- Update revenue model assumptions, including AUM-based and transaction-based streams.
- Maintain FP&A workflows and ensure audit-ready documentation for the SPAC transition.
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