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Financial Modeling
Financial Planning & Analysis:
- Develop and maintain financial models and KPI reporting.
- Drive budgeting/forecasting cycles.
- Analyze business opportunities and risks.
Reporting & Month End Close:
- Partner with Accounting to ensure accurate month end results.
- Finalize monthly financial statements and KPI reports.
- Automate and optimize reporting and data infrastructure.
Financial and CRM Systems:
- Optimize and design scalable systems for financial data analysis.
- Ensure financial and CRM-integrated records are accurate.
- Leverage HubSpot to improve financial visibility.
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