Prepare monthly or quarterly forecasts and the annual budget processes and deliverables for clients.
Services, business development, and affiliate partnerships business partners.
Provide variance explanations across key accounts (issuance, revenue, and cost) by reviewing historical trends, assumptions, and anticipated market projections for month-end and forecast cycles.
Prepare the top partner issuance reports on a regular cadence and provide variance explanations (actuals vs. forecast and different projections) are provided in a timely manner from the business partners.
Support and provide ongoing financial advice to the different stakeholders (i.e., business development and affiliate teams) with strategic business decisions and contract reviews;
Prepare financial presentations and reports to the senior leadership team, highlighting the most relevant and important findings.
Prepare the annual sponsor profitability analysis and extract key insights, observations, and findings.
Implement process improvements, enhancement projects, and continuous development of our internal models to ensure robust financial data, metrics, and analysis is available for key stakeholders across the organization.
Support the development/refinement of appropriate efficiency metrics, dashboards, and financial/non-financial KPIs to enable effective performance management.
Analyze historical results, perform variance analysis, identify trends, and make recommendations for improvements.
Requirements
Bachelor's degree in Engineering fields, Finance, or related fields.
At least 1 year of directly related work experience in finance, forecasting, and planning.
Advanced Excel skills.
The ideal candidate is detailed-oriented with solid time management and organizational skills.
Excellent verbal and written communication skills.
Ability to build strong relationships with business partners.