- – 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 financial functions, ensuring accuracy, oversight, and accountability.
- – Supervise and mentor finance staff, managing recruitment and performance.
- – Develop and implement financial policies, procedures, and internal controls.
- – 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.