Develop bespoke 3 statement reporting tailored to client’s business and requirements

Produce supplementary materials, including dashboards, KPI and board reporting

Deliver detailed, comprehensive driver-based analysis

Generate intuitive budget, forecast and what-if modeling

Recommend system changes and process improvements to support financial goals

Apply best practices to financial anaysis, reporting and systems administration

Manage day-to-day upkeep of Adaptive Insights instance, including:

• User access and security administration

• Data hierarchies, including versions, accounts, project codes, formulas and levels

• Integration connections and standard monthly imports

Create purpose-built sheets, dashboards and reporting reflective of the client’s unique business drivers and needs

Implement new Adaptive features and system updates

Maintain documentation of client instance

Provide training on FP&A best practices, Adaptive Insights system and new modules