Trusteer Financial

• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling • Develop and manage financial projections using both top-down and bottom-up approaches • Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis • Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements • Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance • Collaborate on financial planning and analysis tasks including budgeting and forecasting • Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

• Audit and clean up the current ClickUp workspace to remove redundancies and improve usability. • Rethink, redesign, and remodel existing workflows and dashboards. • Build and implement automated workflows in ClickUp using tools such as APIs, Zapier, Power Automate, or custom scripts. • Connect and integrate AI tools to automate tasks. • Create custom dashboards to improve visibility into client deliverables, deadlines, and team performance. • Collaborate with accounting and compliance teams to design solutions tailored to their operational needs. • Create and document SOPs (Standard Operating Procedures) to support internal governance and develop a standardized SOP for ClickUp usage. • Provide training to team members on how to use new workflows, automations, and tools. • Continuously test, monitor, and refine workflows to maintain efficiency and accuracy.