Address- Develop new metrics for driving business performance relative to strategic priorities and minimizing risk
- Drive value within the business through margin enhancement, lower costs, and operational efficiencies
- Execute accurate reporting that enables sound analysis and financial recommendations
- Provide insights into business performance vs. competitor and industry trends
- Manage relationships with bankers, auditors, and tax authorities
- Comply with national and local financial regulations by studying existing and proposed legislation
- Manage a team that develops financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods
- Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
- Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
- Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action
- Provide insights about spending trends, cost-savings initiatives, and margin opportunities
