Responsibilities

Perform financial forecasting, reporting, and operational metrics tracking

Examine and assess economic and market trends, earnings prospects, financial statements and other indicators to determine suitable investment strategies

Calculate risks and opportunities for potential and current clients

Analyze financial data and create financial models for decision support

Report on financial performance and prepare for regular leadership reviews

Review previous investment decisions and the thought process behind them

Conduct meetings with clients and management throughout the year

Evaluate financial performance by comparing and analyzing actual results with plans and forecasts

Produce complex financial models for integration into decision-making processes

Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials<...