Ensure that all financial reports are issued timely and accurately.
Respond to requests for financial information from internal customers.
Partner with Health Accounting to analyze monthly results in order to ensure an accurate and timely close.
Think outside the box by improving current reporting processes through automation or process changes.
Directly review and prepare budgets and proposals, and ensure the plan is consistent with expectations while keeping in mind the company’s strategic objectives.
Partner with department leaders and internal customers to provide analysis and insight into spending progress toward budgets and leadership goals.
Partner with department leaders to track and report on investment initiatives and/or spending outcomes
Partner with Sales leadership to track and report on revenue attainment compared with the revenue budgets
Partner with Sales leadership to track and report on actual performance of new sales initiatives
Partner with Account Management and Product leadership to track and report on revenue attainment compared with the revenue budgets and initiatives
Coordinate with finance partners and department leaders to track and manage headcount, including reporting and forecasting both staffing and costs
Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management.
Identify areas of financial risk and opportunities to the Company.
Maintain an awareness of global economic trends that affect the company such as growth rates, interest rates, etc.
Support M&A activity with regards to due diligence and integration of new acquisitions.
Partner with accounting, treasury, tax as appropriate.
Participate in team projects across FP&A and Finance.
Support ad-hoc projects and analysis as necessary; such as: