- Lead preparation and review of financial statements, reports, and forecasts.
- Oversee month-end close, balance sheet reconciliations, and tax compliance.
- Manage intercompany financial processes, audits, and internal controls.
- – Own and grow the programmatic sales pipeline for high-value accounts.
- – Lead consultative sales conversations, emphasizing strategic insights over costs.
- – Develop relationships with senior stakeholders across diverse client types.
- – Manage commercial real estate files from opening through closing and post-closing.
- – Review and analyze transaction documents, including agreements and financing papers.
- – Conduct due diligence searches and coordinate transaction timelines to meet deadlines.