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Forecasting Financial Modeling Analytical Skills

FINANCIAL ACCURACY & OPERATIONAL DISCIPLINE:

  • Oversee the monthly close process
  • Review financial statements
  • Maintain audit-ready documentation

BUDGETING, CASH FLOW & GUARDRAILS:

  • Partner with department leaders to set annual budgets
  • Forecast cash flow and proactively manage liquidity
  • Monitor expense discipline

REPORTING, KPIS & PROFITABILITY:

  • Develop and maintain executive-level financial dashboards
  • Track profitability
  • Maintain benchmarking analyses

PLANNING, MODELING & DECISION SUPPORT:

  • Build and maintain financial models
  • Run scenario modeling
  • Conduct sensitivity analysis

Root Financial

Root Financial believes financial clarity creates freedom for both clients and the firm. They are an equal opportunity employer that welcomes applicants of all backgrounds.

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