- Build, maintain, and improve financial models that support forecasting, budgeting, and decision-making
- Play a key role in the annual budget process, including collaborating with stakeholders, analyzing historical trends, and developing revenue and expense projections
- Prepare financial analysis, reports, and summaries for leadership team and board discussions
- Lead functional P&L analysis, including cost of goods sold and gross margin
- Review Financial Analyst work product for quality, consistency, and clarity
- Partner with the Manager of FP&A on profitability, pricing, and other ad hoc strategic analyses
- Help improve FP&A systems, reporting, and recurring processes as the team scales, including utilization of AI
Microsoft ExcelBudgetingGoogle Sheets