Supports the organizations by providing timely, accurate and insightful business expense performance analyses to management. Gathers, analyzes, prepares and summarizes recommendations for financial plans, future requirements and operating forecasts. Develops, interprets and implements financial concepts for financial planning and control while performing technical analyses to determine present and future financial performance.
Engage directly with clients to best support their financial planning needs and follow Root’s internal service schedule to delight clients through proactive service. You'll work to earn clients’ trust and oversee client investment, income, and tax strategies. You'll be the dedicated advisor for Root’s long-standing clients, deepening their experience and ensuring they receive the full value of Root’s evolving capabilities.
As a Strategic Finance Manager, you will play a leading role in financial planning, reporting & analytics, and business partnering to shape KOHO’s future, developing financial models and scenarios, and solving complex financial challenges in a high-growth environment.