- – 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.
- – Develop and maintain pricing models to support financial planning and forecasting.
- – Analyze financial performance, identifying trends and opportunities to improve profitability.
- – Collaborate with teams to support pricing decisions and enhance financial governance.
- – Manage data stewardship and ensure accurate fund accounting processes.
- – Process corporate actions and swaps, recording transactions in the system.
- – Prepare daily asset mix reports and address related queries effectively.