- – 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.
- – 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.
- – Process Verafin alerts and manage cases to ensure AML compliance.
- – Prepare and submit AML regulatory reports to meet legal requirements.
- – Advise clients on AML and non-AML compliance, including CASL and FATCA.