- – 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.
- – Lead IT department to deliver effective services and support for retail operations.
- – Develop strategic technology plans that align with business objectives and goals.
- – Oversee system upgrades and ensure data security protocols are effectively implemented.
- – Manages daily investment transaction reporting and cash management processes.
- – Reconciles cash accounts and ensures accuracy in financial reporting procedures.
- – Collaborates with Fund Accounting Team to meet internal and external deadlines.