- Support the annual budget and quarterly re-forecast by managing calendars, templates, and working sessions.
- Maintain and extend the three-statement financial model and conduct long-range planning and scenario modeling.
- Manage departmental financial alignment through recurring reviews of budget, spend, and headcount against plans.
- Act as a finance approver for vendor and purchase requests to validate spend against budgets.
- Partner with Accounting for month-end close processes, including accruals and plan-to-actual reconciliations.
- Produce variance analysis with written commentary for leadership and board reporting.
- Improve and automate recurring reporting cycles using tools like Aleph and Omni.
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