Development and Implementation

• Play a critical role in developing and implementing the strategy.  Advising all stakeholders, evaluating and assisting them with their financial plans and economic modeling.
  
• Assess organizational performance against both the annual budget and the long-term strategy.
  
• Develop tools and systems to provide critical financial and operational information and make actionable recommendations on both strategy and operations.
  
• Engage the broad finance, audit, and accounting teams around issues, trends, and changes in the operating model(s) and operational delivery.
  
• Assist in establishing yearly objectives and meeting agendas, and selecting and engaging outside consultants (auditors, investment advisors).
  
• Oversee long-term budgetary planning and costs management in alignment with the strategic plan.
  
• Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction, establishing functional objectives in line with organizational objectives.
  
• Establish finance operational strategies by evaluating trends, establishing critical measurements, determining production, productivity, quality, and customer-service strategies, designing systems, accumulating resources, resolving problems, and implementing change.
  
• Develop organization prospects by studying economic trends and revenue opportunities, projecting acquisition and expansion prospects, analyzing organization operations, identifying opportunities for improvement, cost reduction, and systems enhancement, and accumulating capital to fund expansion. Assist with Capital Raising, Acquisitions, and Divestitures.
  
• Develop financial strategies by forecasting capital, facilities, and staff requirements, identifying monetary resources, and developing action plans.
  
• Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances.
  
• Maximize return on invested funds by identifying investment opportunities, and by maintaining relationships with the investment community.
  
• Report financial status by developing forecasts, reporting results, analyzing variances, and developing improvements.
  
• Engaging the Fiscal and Audit department to ensure timely and accurate monthly, quarterly and year end accounting close and preparation of internal and external financial statements.
  
• Act as business partner to ensure operational success and to help build the business model, implement tactical and strategic initiatives, and support the company’s performance and growth strategy.
  
• Drive multi-departmental process improvements through the implementation of operational best practices.
  
• Understand annual budgeting and monthly (revenue) forecasting process, through building flexible and accurate models, supported by detailed financial analysis and development, and tracking of key performance indicators.
  
• Partnering with IT staff to manage critical financial management systems.
  

Portfolio examination.

• Analysis of a borrower’s credit worthiness.
  
• Risk evaluation.
  
• Auditing.
  
• Competitive analysis.
  
• Cash-flow forecasting.
  
• Cross-border risks.