• Lead balance sheet forecasting and monthly variance analysis, with depth in working capital, accrued liabilities, deferred revenue, and debt; communicate root-cause drivers clearly to senior leadership and maintain rolling forecasts that reflect current business conditions. • Serve as the day-to-day steward of the company's 5+ year long-term integrated financial model, maintaining assumptions, incorporating actuals, and providing scenario-ready outputs to inform annual planning and long-range strategy under the direction of the VP, FP&A. • Own the thirteen-week direct cash flow forecast; produce weekly updates with variance explanations and forward-looking commentary, monitor covenant compliance, and flag liquidity risks with sufficient lead time for management action. • Produce monthly, quarterly, and annual management and ownership reporting packages, including board, executive, and sponsor materials, with clear KPI dashboards, variance narratives, and financial commentary; serve as a key finance partner to the VP, FP&A and CFO on ad hoc analyses and strategic initiatives. • Serve as the primary FP&A liaison to Accounting, ensuring alignment on close processes, accrual methodology, and balance sheet movements; maintain working knowledge of GAAP as it applies to balance sheet forecasting, including inventory valuation, Kiosk CapEx and depreciation, and how P&L activity flows through to balance sheet positions. • Partner cross-functionally with Sales, Operations, Accounting, and business unit leaders to gather inputs and validate assumptions; drive continuous improvement in forecasting accuracy and reporting efficiency.

• Review scenarios related to client retirement planning • Provide professional opinions on pension management strategies • Walk us through how you handle long-term wealth structuring

• Detail your approach to managing personal finances and investment accounts • Explain how you choose and interact with different financial service providers • Discuss the digital tools or platforms you use for wealth management • Provide feedback on your overall experience with your current financial institutions

• Provide support and maintenance for critical environments, ensuring the availability and stability of financial systems. • Perform complex analyses and incident diagnostics, implement fixes, and handle service requests efficiently. • Monitor and coordinate integrations between systems, ensuring smooth process flows and connectivity across modules (GL, AR, AP, FA, PO, INV, OM, HR, WE, OKC, QP, among others). • Develop and maintain scripts, reports, XML Publisher templates and workflows using Oracle Forms, PL/SQL (procedures, packages, functions, triggers), and optimize SQL queries. • Administer Oracle databases, performing operational monitoring, troubleshooting, root cause analysis, and applying continuous process improvements. • Manage SLAs and OLAs, proactively identifying recurring issues and proposing initiatives to improve the efficiency of the financial environment.