- – 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.
- – 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.
- – Process accounts payable and manage financial records with high accuracy.
- – Coordinate meetings, maintain calendars, and support administrative functions.
- – Administer housing subsidies and assist with database management and reporting.