Manage a team of financial analysts who develop financial and valuation models, materials, and recommendations by conducting comprehensive financial analyses and utilizing appropriate valuation methods executive decision-making
Coordinate strategic financial plan process for both the client and corporate, including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a strategy
Focus on all daily and month-end accounting procedures for the account results, including P&L activity (management fees, fee splits, gross-up entries, reclasses, etc.), balance sheet activity (deferrals, accruals); accounts receivable /cash application in compliance with GAAP
Support finance partners in the implementation of valuation models, development of ongoing measurement, tracking performance versus expectations, and providing recommendations for corrective actions
Provide insight on spending trends and cost-savings initiatives and margin opportunities
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