* Manage a team that develops financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods
* Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
* Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
* Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action
* Provide insights about spending trends, cost-savings initiatives, and margin opportunities
* Plan, organize, and execute financial tasks and projects of the organization.
* Make estimates of funds required for the short and long-term financial objectives of the organization.
* Complete financial reports, lead the month-end closing process and conduct monthly financial forecast.
* Develop and implement plans for budgeting, forecasting, and reporting.
* Achieve a proper mix of equity and debt to minimize cost and maximize operational profit.