• Play a critical role in the creation of the annual budget and quarterly forecasts • Collaborate with business leaders to inform revenue and expense estimates and create pro forma financial models that accurately forecast business performance and financial results • Work independently and regularly handle non-routine situations • Break down strategic problems and analyze data and information, to provide financial insights and recommendations • Employ Workday Adaptive Planning system to manage financial information and build planning models for workforce, revenue, and expenses • Track and review actuals versus budget and forecast estimates; prepare appropriate variance explanations and narrate the story behind key performance drivers • Advise on pricing and other decision-making around new initiatives, new clients, and other business opportunities, applying sound judgment and thorough financial analysis • Assist in preparation of executive and Board presentations, and investor materials • Assist with capital planning, scenario planning, and M&A as needed • Document work processes, including data sources and definitions • Work closely with Strategy and Analytics teams to define and monitor KPIs to measure business results against expectation • Partner with Accounting to deliver month-end close items and support audit (as needed) • Determine the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans