Reporting & AnalysisPrepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboardsSupport ad hoc financial and operational analyses that inform business decisionsTranslate data into clear, concise narratives for management audiencesBudgeting & ForecastingAssist in the annual budgeting process and quarterly reforecast cyclesMaintain and update financial models with actuals, forecast updates, and scenario assumptionsPartner with department heads to review their P&Ls, track spend against budget, and flag variancesAccounting Close and Operational SupportCollaborate directly with the accounting team during monthly and quarterly closeGain hands-on experience in Sage Intacct, including journal entries, accruals, and reportingReview, code and approve vendor bills and credit card transactions in Bill.com in line with budget and vendor contracts including prepaid subscriptionsRecord and reconcile daily bank activity with Sage IntacctAssist with monthly / quarterly balance sheet account reconciliationsSupport accounting team with adhoc reporting requestsEnsure financial data integrity between source systems and reporting outputsSystems & ToolsWork daily in Sage Intacct, Salesforce, and Microsoft ExcelLeverage Claude (AI) to accelerate analysis, drafting, and research in day-to-day workIdentify opportunities to improve reporting efficiency and data workflows
