216 results for Director Of Financial Reporting

Intermediate Accountant Our client is seeking an Intermediate/Senior Accountant who is actively pursuing a CPA designation to join their dynamic finance team. The Role:As an Intermediate/Senior Accountant, you will play a crucial role in the financial operations, ensuring accuracy, compliance, and strategic financial planning. This position is ideal for a motivated individual who is looking to advance their career in accounting. Key Responsibilities:· Prepare financial statements, including profit and loss statements, balance sheets, and cash flow statements, ensuring they comply with GAAP and industry standards.· Conduct monthly, quarterly, and annual closing activities with a keen eye for detail and accuracy.· Manage accounts payable and receivable and maintain accurate financial records and reports.· Assist in budget preparation and financial forecasting, providing insights to support strategic decision-making.· Collaborate with external auditors to ensure successful audit results and compliance.· Implement and maintain internal financial controls and procedures to enhance efficiency and safeguard company assets.· Provide financial analysis and support for construction projects, including cost tracking, variance analysis, and profitability assessments.· Support the finance team in tax preparation and compliance activities.· Act as a mentor to junior accounting staff, guiding them in their career development and understanding of the construction industry's financial landscape.

Senior Accountant We are currently seeking a Senior Accountant with a strong background in public practice tax, Caseware/tax prep software proficiency, and experience in handling various tax forms including T1, T2, and T3. The ideal candidate will play a crucial role in the team, contributing to the success of the clients and the growth of the firm. As the Senior Accountant your day to day responsibilities of this role may include, but not be limited to: <ul><li>Prepare and review corporate, personal, and trust tax returns (T1, T2, T3) with a high level of accuracy and attention to detail</li><li>Conduct research on complex tax issues and stay updated on changes in tax legislation</li><li>Assist in managing client relationships and resolving tax-related inquiries</li><li>Prepare and review financial statements, including balance sheets, income statements, and cash flow statements</li><li>Conduct in-depth financial analysis and provide insights to support decision-making and strategic planning</li></ul>

Bookkeeper/Accountant Robert Half has a permanent employment opportunity for a bookkeeper position with one of their clients. If you thrive under tight deadlines with minimal supervision and consider yourself self-driven and organized accounting professional, this Bookkeeper position could be a great match for your skills. Managing accounts receivable, month-end closing, accounts payable, and reconciliation are important tasks in the Bookkeeper role. Furthermore, the Bookkeeper will manage a general ledger reconciliation or light journal entries, full cycle A/P coding, cash applications, and perform data entry. This Bookkeeper role will be located in the Oakville, Ontario area and will be a permanent position. Submit an application today! What you get to do every single day - Maintain Accounts Payable - Keep general ledger updated - Form monthly reconciliations, financial statements and all supporting documents - Classify sales tax records and create and file quarterly payments - Verify monthly accounting close - Lead Accounts Receivable - Supplementary assignments when necessary - File cash flow projections, as needed - Manage monthly accounting close - Well-versed in credit card management and reconciliation

Accounts Payable Manager This is a 6 month contract position with potential to go full time for the right candidate. Robert Half is partnered with a leader in the services industry who is hiring an Accounts Payable Manager for their growing team. The Accounts Payable Manager will be responsible for providing leadership and guidance to the Accounts Payable team. Responsibilities: <ul><li>Ensure accurate and timely processing of vendor payments</li><li>Maintain vendor set up and vendor relations</li><li>Verify, match, code and enter invoices into their ERP system</li><li>Work with internal and external stakeholders to resolve any issues causing backlog</li><li>Team management; provide training, coaching and development of Accounts Payable Clerks</li><li>Resolve accounts payable discrepancies and perform vendor account reconciliations</li><li>Work with the Finance Manager on KPI generation and analysis</li><li>Ensure the integrity of the accounts payable subledger to reconcile with the accounting system</li><li>Ensure the integrity of expense reporting system and provide training for new users</li><li>Assist with Month End close procedures: complete adjusting journal entries, monthly accruals and balance sheet account reconciliations</li><li>Contribute with the recommendation, implementation, and maintenance of process improvements within the department</li></ul>

Financial Analyst If you're looking to further your career as a Financial Analyst, check out this temporary opportunity at a great , reputable company. Handling project spending, planning, forecasting, and annual budgeting. In order to provide decision-making support for future company investments, you will also perform analysis of the operating results and financial performance of core business segments in accordance with public reporting requirements. Vancouver-, British Columbia will be the location for this Senior Financial Analyst. Your responsibilities - Assist in other ad-hoc analysis and presentation requests - Develop repeatable business, operational and financial processes widely understood by all necessary teams - Work closely with Functional leads - provide management reporting, accounting and compliance guidance, and ensure alignment of operational initiatives - Drive existing management reporting - analyze financial results, distill and synthesize issues, communicate key messages to senior management - Drive improved management reporting - work with Operations and Accounting to more discreetly and accurately track financial results - Execute monthly and quarterly reporting to senior management by analyzing financial results, synthesizing/distilling key trends, assessing future and current business risks, and articulating critical updates - Implement financial analysis as part of business performance optimization - Cultivate positive relationships with key business partners and Finance/Accounting leadership

Accounts Receivable Clerk Our client, a leading company in the distribution industry, is committed to delivering excellence through our products and services. Their team is the cornerstone of their success, and they are currently seeking a highly motivated and detail-oriented Accounts Receivable (AR) Billing Clerk to join the finance team. If you have a passion for finance, a knack for numbers, and a commitment to customer satisfaction, we would love to hear from you. Job Description: As an AR Billing Clerk, you will play a crucial role in managing the company’s billing functions. This includes the generation and distribution of invoices, processing of incoming payments, and maintenance of accurate financial records. You will work closely with the sales and customer service teams to ensure a seamless billing process and enhance customer relations. Key Responsibilities: · Generate and distribute accurate invoices and credit memos to customers.· Reconcile customer accounts and resolve any discrepancies in billing and payments.· Communicate effectively with customers to address billing inquiries and resolve issues.· Process payments, prepare deposits, and execute electronic transfers.· Assess and manage customer credit applications and credit limits.· Assist in the preparation of financial reports related to accounts receivable.· Ensure compliance with legal requirements, company policies, and accounting standards.· Maintain comprehensive records of billing activities, payments, and account statuses.· Collaborate with sales and customer service to improve billing processes and customer satisfaction.· Handle special billing arrangements and manage overdue accounts.

Audit Sr. - Public Our client a mid tier growing public accounting firm based in central GTA has a great opportunity for a Senior Accountant who is potentially on the Partnership Career Path. Responsibilities are as follows, <ul><li>In consultation with the engagement manager plans, organizes, and controls multiple responsibilities and resources to achieve Audit, Review and Notice to Reader engagement objectives.</li><li>Prepares engagement file, financial statements, and appropriate income tax returns</li><li>Monitors multiple projects and deadlines</li><li>Builds and nurtures strong working relationships with client management and peer client levels</li><li>Delegates effectively and contributes to a motivated and empowered work team. Shares and transfers knowledge within the team.</li></ul>

Project Accountant Join our client as a Project Cost Accountant in the construction industry! Are you a skilled accountant with a keen eye for detail and a passion for precision? Do you thrive in dynamic environments where every day brings new challenges? If so, we have an exciting opportunity for you! Our client is a leading construction company known for their commitment to excellence and innovation. They have a diverse portfolio of projects ranging from commercial buildings to infrastructure development and pride themselves on delivering high-quality results on time and within budget. Role Overview:As a Project Cost Accountant, you will play a critical role in ensuring the financial success of projects. You will be responsible for tracking, analyzing, and reporting on project costs to ensure accurate budgeting and forecasting. Working closely with project managers and finance teams, you will provide valuable insights that drive informed decision-making and optimize resource allocation. Key Responsibilities:· Monitor project budgets and track expenses throughout the project lifecycle· Conduct regular cost analysis to identify variances and trends· Collaborate with project managers to develop accurate cost estimates for new projects· Prepare monthly financial reports and forecasts for project stakeholders· Evaluate project profitability and recommend cost-saving measures· Ensure compliance with accounting standards and company policies

Financial Analyst Robert Half is looking for a zealous Financial Analyst to be part of a thriving company in the Financial Services industry. In this position, you will conduct financial modeling on various financial products as well as have responsibility for measuring, analyzing, and forecasting performance in conjunction with operating plans. We will be depending on you to advise management on the allocation of resources to best accomplish objectives and prepare reports for management. As part of a dynamic team, you will be a key business partner in areas including forecasting, performance reporting, and expense management. This Financial Analyst role is based in the Surrey, British Columbia, area and is a short-term contract / contract employment opportunity. We seek someone who has internal drive and strong potential for detail oriented growth and development. What you get to do every day - Function next to senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization - Enable effective Business Intelligence (BI) to provide decision making support - Work closely with cross-functional partners in Accounting and Operations to execute against plans - Flexible individual capable of handling large amounts of information and managing expectations - Oversee the monthly and quarterly financial close process by working with Accounting - Analyze annual performance by comparing actual results to their expectations and supply information to business partners to inform decision making - Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting - Assess potential risks and opportunities and research performance - Discover the root causes of internal and external facts that are influencing performance and outcomes - Drive monthly reporting to business partners on financial results and actions required - Execute and monitor forecasting reports

Sr. Accountant Our client, a growing software development and technology company is currently searching for their Senior Accountant. As the Senior Accountant you will assist with the day to day accounting functions, month end close, reconciliations, intercompany, variance analysis, preparing divisional financial statements, and provide support with tax filings and working papers. This is a great opportunity for someone who is looking to growth their career in an exciting industry and work with great people in a collaborative and fun environment.

Commercial Property Accountant Our client is seeking a Commercial Property Accountant to join their reputable organization. This client offers a beautiful working environment in the Vancouver area with a highly collaborative and expanding team. The Commercial Property Accountant will be responsible for managing financial transactions and reporting for a portfolio of properties. The ideal candidate will have a strong background in accounting principles, excellent organizational skills, and the ability to work efficiently in a fast-paced environment. Responsibilities:<ul><li>Prepare monthly, quarterly, and annual financial statements for assigned properties, including income statements, balance sheets, and cash flow statements.</li><li>Budgeting and Forecasting: Assist in the preparation of property budgets and forecasts, working closely with property management teams to identify revenue and expense trends.</li><li>Accounts Payable and Receivable: Oversee accounts payable processes, including invoice processing, payment approvals, and vendor management. Manage accounts receivable functions, including tenant billing and rent collections.</li><li>Perform monthly bank reconciliations and reconcile accounts receivable and accounts payable sub-ledgers to the general ledger.</li></ul>

Sr. Financial Analyst Our client, a reputable public company in the manufacturing sector is looking to hire a Senior Financial Analyst to join them on a long-term engagement. This Senior Financial Analyst will be situated in Vancouver, British Columbia. The ideal candidate for this Senior Financial Analyst consultant position can perform analysis of the operating results and financial performance of core business segments supporting public reporting requirements, and provide decision-making support for future company investments. This is also a great opportunity for someone who wants to challenge themselves in an environment where they can learn how to handle many complex technical accounting matters. You will be part of a collaborative team and be responsible for the following: - Be able to analyze financial results, distill and synthesize key issues, and communicate updates to senior management all to drive existing management reporting - Cultivate business performance through the use and execution of financial analysis - Timely closure of quarter-end and month-end under IFRS rules. - Offer assistance for ad-hoc analysis and presentation requests as necessary - Manage advantageous relationships with Finance/Accounting leadership of integral business partners - Make business, operational, and financial processes to be shared, understood, and repeated by relevant teams - Work closely with Functional leads - provide management reporting, accounting and compliance guidance, and ensure alignment of operational initiatives - Evaluate financial results, summarize key trends, assess current and future business risks, and communicate critical updates all in the course of preparing monthly and quarterly reporting to senior leadership

Senior Regulatory Financial Analyst Our client is in the financial services industry sector and we're searching for a Senior Regulatory Analyst to join their growing team. You will be primarily responsible for the following: <ul><li>Work on liquidity returns and undertake AMF filings and other assigned regulatory filings in order to meet the company’s regulatory deadlines and deliverables.</li><li>Review and monitor regulatory, existing and new guidelines to ensure full compliance</li><li>Present and educate senior management, business segments and other members of the regulatory team on existing and upcoming regulatory metrics that affects the company’s capital and liquidity constraints.</li><li>Evaluate, develop and automate current processes for various Provincial and Federal regulatory returns and reports, including OSFI, CDIC, BCFSA, AMF and other authorities</li><li>Provide guidance and support to the business segments to forecast regulatory metrics and optimize on product mix alternatives impacted by the evolving regulatory environment</li><li>Undertake ad-hoc financial analyses, forecasts and various reporting projects.</li></ul>

Billing Clerk We are looking for a detail-oriented Billing Clerk to join our team in Vancouver, British Columbia. This is a contract position where you will play a crucial role in managing our billing processes efficiently and accurately. Your expertise in accounting software and systems will be vital in ensuring smooth operations. Responsibilities: • Process and manage billing transactions using computerized systems. • Handle accounts payable and receivable tasks with precision. • Utilize accounting software to maintain accurate financial records. • Address and resolve billing inquiries via inbound calls. • Collaborate with other departments to ensure seamless billing operations. • Assist in the preparation of financial reports and documentation. • Maintain and update electronic health records and billing systems. • Ensure compliance with company policies and financial regulations. • Support the team in ad hoc financial tasks as needed.

Payroll Specialist Jump start your career as a Payroll Administrator in this exciting opportunity from one of Robert Half's clients. The ideal candidate should have a demonstrated ability in the production of accurate and timely payroll for employees, communicate effectively, and deliver strong internal customer service while working in a deadline-driven environment. This permanent employment opportunity is based in the Toronto, Ontario area. You'll want to apply for this fantastic opportunity as soon as you can! Your responsibilities - Examine data entered by others in the payroll software to include, but not limited to salary/wage increases, benefit deductions, employee termination dates, and employee leaves of absence under FMLA or other unpaid leave - Review payroll areas, fringe benefit reporting, and pay practices related to FLSA to determine how those practices apply to advise management - Agree to current payroll tax requirements and relevant laws associated with the processing of employee wage data, including payroll taxes, employee federal and state income and social security taxes and other required reporting - Prepare voluntary deductions, as well as wage garnishments, pay levies, and other involuntary court-ordered payments in a timely manner, including reporting to the necessary authorities - Strive towards timely processing of payroll in accordance with labor regulations and standard accounting principles - Carry out regular payroll reporting as required and assist with financial audits related to pay records and associated general ledger - Process quarterly and year-end payroll reports - Formulate systems and protocols to direct the collection, calculation and entering of pay data - Join forces Information Technology, Human Resources, and other internal business partners to ensure security protocols for pay systems - Give support to staff with general questions related to payroll, PTO accruals, wage deductions, fringe benefits and other pay related issues

Accounting Assistant This client of Robert Half is seeking an Accounting professional to focus on bookkeeping and other general accounting-related tasks. To thrive in this role, you will provide support to the financial team and various executives in different areas of administration, including accounting/finance, inventory management and projects. The primary duties include playing an integral role in creating, maintaining and completing various reports, financial data and supporting in the completion of various audits. Duties and Responsibilities • Full cycle accounting in Accounts Receivable and Accounts Payable. • Use accounting software to manage reports and track financial data. • Manage a systematic filing system. • Prepare documents for company Accountant or for executives.• Compile data for income tax returns. • Verify or reconcile bank transactions. • Prepare and file sales tax returns. • Plan, coordinate, and successfully execute a variety of business requests. • Assist with any ad hoc projects as assigned. • Work with internal and external customers for admin requests.

Senior Manager, Third Party Risk Management Our client is a Federally Regulated Financial Institution. They are seeking a Senior Manager, Third Party Risk Management (Contract position, with potential to become permanent, full-time). The purpose of the Senior Manager, Third Party Risk Management is to assist the VP, Third Party Risk Management in overseeing and supporting the development and implementation of the enterprise Third Party Risk Management framework and for providing effective support across the organization. Reporting to the VP, this role is responsible for contributing to the design and oversight of implementation of the enterprise Third Party Risk Management framework and for providing effective support across the organization. Working closely with partners and stakeholders, the Senior Manager, Third Party Risk Management will be responsible for developing Third Party Risk Management methodologies, performing risk assessments, governance, training and reporting. Key responsibilities: <ul><li>Develop and contribute to the execution of the Third Party Risk Management Strategy, framework, Policy, Standards, structures, and processes</li><li>Responsible for providing support for regulatory reporting on third party risk management for the organization in accordance with OSFI guideline B10</li><li>Support the development and implementation of the company’s operational resilience framework</li><li>Create alignment of third party management methodologies and practices amongst key internal stakeholders</li><li>Assist in the identification and preparation for emerging risks</li><li>Establish and maintain Third Party Risk Management reporting and governance related activities</li><li>Support the development of training and testing programs to provide assurance of resilience to key risks and threats</li><li>Establish and report on Third Party Risk Management key risk metrics and facilitate the sharing of best practices across the organization</li><li>Ability to independently manage and prioritize multiple assignments and meet deadlines</li><li>Maintain productive relationships with all internal and external stakeholders</li></ul>

Sr. Accountant There's a career-building position for a Senior Accountant at Robert Half, specifically a short-term contract / temporary opportunity. This Senior Accountant opening is located in the Burnaby, British Columbia area. We are looking for a Senior Accountant who has excellent analytical skills and enjoys working in a challenging and fast-paced environment to support the continued success of the firm. Apply today! Major responsibilities - Manage monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP - Be a part of various department-wide initiatives - Other projects as required - Bring a daily dedication to continuously improve the automation of the accounting and reporting process - Review financial results (benchmarks, trends, performance metrics) - Coordinate quarterly reviews and testing with internal and external auditors - Put together Balance Sheet account reconciliations

Accounting Technician Our client is currently seeking a meticulous and motivated Accounting Technician to join their Finance team. The Accounting Technician will be responsible for accurately inputting financial data into our accounting system, maintaining records, and supporting various accounting functions. The ideal candidate should have strong attention to detail, excellent typing skills, and the ability to work efficiently in a fast-paced environment. Key Responsibilities:<ul><li>Input and update financial data into the accounting system with a high level of accuracy.</li><li>Ensure timely and accurate processing of invoices, receipts, and other financial documents.</li><li>Perform data verification and reconciliation to identify discrepancies or errors.</li><li>Maintain organized records of financial transactions and documentation.</li><li>Assist with routine accounting tasks such as accounts payable and accounts receivable.</li><li>Collaborate with team members to ensure data integrity and compliance with accounting standards.</li></ul>

General Accountant This exciting Accountant opportunity is with one of our clients in the Quinte West area is a permanent, full-time position. Reporting to the Finance Manager, the Accountant will bring 5+ years of accounting experience with a solid understanding of balancing debit / credit entries, plus general accounting functions like financial transactions, disbursement, receipts, journal entries; account reconciliations etc. Duties:· Work with all aspects of full cycle accounting, A/P, A/R, Account Reconciliations· Preparation of monthly/quarterly working papers· Bank reconciliations preparing of daily cash deposits and journal ledger accounts· Process all aspects of accounts payable including reconciliation of AP sub-ledgers to general ledger control accounts. · Responsible to maintain prepaid schedule, and prepare routine accruals at month end.· Process expense claims, corporate card statements and employee advances.· Arranges for electronic funds transfers, wire transfers or other disbursements· Accounts receivable function includes processing customer cash receipts (checks, wires), following up with customers, issuing credit notes.· Keep track of all payments and expenditures, including purchase orders, invoices, statements· Reconcile processed work by verifying entries and comparing system reports to balances· Paying vendors by scheduling and ensuring payment is received for outstanding credit· Responsible for processing credit card payments/back up of cash receipts; provide customers with invoices.· Preparing analyses of accounts and producing monthly reports· Process accounts payable invoices; reconciliation of supplier statements; payment of supplier statements

Accounting Clerk Robert Half has an opening in a department for an Accounting Clerk. In this position, you will be responsible for playing an essential role in the process of Accounts Payable (A/P) and Accounts Receivable (A/R), general data entry, and matching invoices to purchase orders and/or vouchers. This dynamic team environment offers you a great work space/office, excellent benefits, and great career advancement opportunity. This is a short-term contract / temporary employment based in the Kingston, Ontario area. What you get to do each day-Reconcile discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts; prepare correction documents as required-Report financial facts to journals and ledgers-Code documents that require knowledge in determining proper classification of expenditure codes and accounting codes-Companywide accounting: help with G/L account reconciliation and month-end closing, other ad hoc projects-Assist Accounts Receivable: help with collection of past due balance, process daily invoices/credit, and apply cash receipt-Help Accounts Payable: A/P invoice matching & filing, vendor invoices and disbursement filing-Produce statements and reports that require utilization of a variety of sources

Manager, Direct Tax Compliance Our downtown Vancouver client, a household name in BC, with major operations in Canada and the US is looking to hire a Canadian Tax Manager for their Corporate Tax group. The Canadian Tax Manager will work closely with the Tax Director and lead the Canadian Tax Specialist on tax provisions for Canada early in the year before moving on to Canadian Tax compliance and returns for the 15+ Operating entities and various partnerships. After the Canadian corporate Tax season is over you may be called on to support the US group on tax work through the US tax season before finishing the year focused on financial and tax reporting.

Accountant Our client in Edmonton is seeking an experienced Accountant to join their team on a contract basis. The ideal candidate will have a strong background in accounting principles, experience with QuickBooks Online (QBO) or Sage accounting software, intermediate Excel skills, and a minimum of 3 years of relevant experience. Responsibilities:<ul><li>Manage day-to-day accounting operations, including accounts payable/receivable, general ledger entries, and bank reconciliations.</li><li>Prepare financial statements and reports for management review.</li><li>Assist with budgeting, forecasting, and financial analysis.</li><li>Ensure compliance with accounting standards and regulations.</li><li>Collaborate with other departments to support financial planning and decision-making.</li><li>Provide support during audits and tax filings.</li><li>Continuously identify opportunities for process improvement and efficiency gains.</li><li>Ad-hoc duties as requested.</li></ul>

Cost Accountant Our client, an industry leader in construction is seeking a cost accountant to join their team. This position will be responsible for analyzing and maintaining Project costing reports, ensuring accuracy in cost data, and providing valuable insights to support decision-making processes. The ideal candidate will possess strong quantitative skills, attention to detail, and have experience working in accounting in the construction industry. Key Responsibilities <ul><li>Support the Accounting and Costing departments with generating reports and dashboards to present cost analysis findings to project and construction managers</li><li>Analyze costs, revenue, and margins by activity to ensure profitability and maximize project performance</li><li>Collaborate with project managers and construction managers to verify all revenue is captured and costs are received monthly</li><li>Develop accurate project cost comparisons to earned indirect budget. Track and enter field productions into the ERP system to support correct cost reporting</li><li>Ensure accurate cost allocation among project, jobs, and cost codes, reassigning costs as needed</li><li>Collaborate with cross-functional teams to gather cost data and ensure alignment with business objectives</li><li>Identify opportunities for cost optimization, process improvements, and efficiency gains</li><li>Conduct variance analysis to identify discrepancies between actual and budgeted costs and investigate root causes</li><li>Analyze and maintain cost accounting records and reports to ensure accuracy and integrity of cost data</li></ul>

Sr. Financial Analyst Robert Half is currently trying to staff a critical need for a Senior Financial Analyst for one of their real estate clients in the the Toronto, Ontario area. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will manage variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. In this Senior Financial Analyst role, you will develop rolling forecast processes to ensure resources are leveraged with maximum effectiveness, drive world class strategic and financial planning methods, and build long-range operating plans to support business initiatives. The Senior Financial Analyst will be key in operationilizing and cultivating data-driven planning processes and improving upon monthly and quarterly reporting. Put your strategic ideas to the test in this pivotal Senior Financial Analyst role, which will allow strategic input to the senior leadership of the company. Act now and apply today! This is a permanent opportunity. Key responsibilities - Analyze performance to date and assess potential risks and opportunities - Utilize effective Business Intelligence (BI) to provide forward-looking insight and decision support - Drive monthly reporting to business partners on financial results and actions required - Work with Accounting on the monthly and quarterly financial close process - Interpret and point out internal and external drivers impacting performance and trending - Manage weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting - Make and supervise forecasting reports - Combine efforts with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization - Work in close coordination with cross functional partners in Accounting and Operations to execute against plans - Log monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

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