* Prepare periodic (monthly, quarterly, annual) and ad hoc financial and operating reports, report packages, flashes, dashboards, analyses, PowerPoint presentations, and surveys. Use your Business Intelligence, report writer, ERP, and advanced Excel skills. Audiences include private equity investors, executive and senior management, and Operating Committee.
* Assist in consolidating forecasts, budgets, analyses, and reports. Reconcile, validate, and ensure consistency of data and reports. Partner with FP&A team members.
* Gather information from disparate sources. Organize and present such information in a coherent and consistent format. Summarize key takeaways. Reconcile and ensure consistency of data from different sources.
* Initiate, lead, and manage automation of reports and analyses. Understand underlying data and report structures. Define report requirements with internal customers and end users. Provide recommendations on report and data structures and system enhancements to support reporting requirements. Coordinate automation with business systems team.
* Review and create cost centers in ERP and BI systems. Assess effect of cost centers on financial reports, analyses, and company-wide financial and non-financial systems. Coordinate and communicate with stakeholders, such as FP&A, accounting, human resources, M&A, and tax.
* Investigate variances between actuals, forecasts, and budget to understand trends and potential risks and opportunities. Summarize for senior management and external reports.
* Proactively identify and resolve accounting and financial planning issues. Coordinate financial reporting with accounting.
* Drive continuous process improvements in reporting, forecasting, and budgeting activities through automation, system enhancements, data quality, consolidation, and quality improvement.