- – Partner with teams to translate business questions into financial insights.
- – Build and maintain financial models for revenue, retention, and performance analysis.
- – Lead monthly forecasting processes and prepare investor-ready financial reports.
- – Collaborate with Finance to support forecasts, budgets, and reporting inputs.
- – Deliver actionable financial insights to drive deals and strategic initiatives.
- – Consolidate financial data and assess accounting treatment of unique deal structures.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.