Roles and Responsibilities
Assisting with the creation of monthly P&L and Assets Under Management(AUM) reporting and analysis. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures. Quarterly and monthly Financial Reports. Participate in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools. Ad hoc reporting and analysis projects. Supporting Senior Management Team and Departments heads with in-depth analysis. Prepare presentations to Board of Directors and Senior Management Team.