• Translate complex questions into data-driven analyses to allow leaders to make informed decisions. • Lead finance/accounting teams during interim roles or times of need. • Structure and guide modeling efforts that drive strategic recommendations to key stakeholders. • Build and maintain collaborative relationships with teams across the portfolio company and private equity firm. • Transform data into useful information tailored to leadership needs through excel and other data visualization tools. • Manage more junior consultants and guide production of required deliverables. • Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations. • Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. • Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process. • Provide business intelligence with financial results and key performance indicators to facilitate decisions. • Prepare and maintain various daily/weekly/monthly operational efficiency reports. • Assist in process improvements, cost reduction, automation, and system upgrades. • Build and maintain strong collaborative relationships with leaders and teams across the portfolio company. • Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.

• Translate complex questions into data-driven analyses • Structure and guide modeling efforts • Build and maintain collaborative relationships • Transform data into useful information • Develop executive level presentations • Lead the budgeting process • Prepare monthly performance reports • Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process • Provide business intelligence with financial results and key performance indicators • Prepare and maintain various operational efficiency reports • Assist in process improvements, cost reduction, automation, and system upgrades • Manage special projects and ad-hoc requests from senior management

• Meet with prospects and clients • Solve problems and build financial plans • Give advice and help implement strategies and solutions

• Implement asset allocation strategy • Assess the effectiveness of the UUA's SRI policies • Monitor investment performance • Implement portfolio changes • Control costs • Ensure good accounting and audit practices