Build and maintain robust three-statement financial models (Income Statement, Balance Sheet, Cash Flow)
Own and update the company’s monthly and long-range financial model
Develop headcount and operating expense models to support scaling initiatives
Perform scenario analysis and sensitivity modeling for strategic decisions
Support capital allocation analysis and ROI assessments
Own monthly financial model formatting and reporting packages required by investors/lenders (e.g., Rubicon or similar institutional format)
Support bank reporting and covenant compliance calculations
Prepare reconciliations, variance analyses, and financial statement “walks”
Develop executive dashboards and KPI reporting for leadership
Support acquisition evaluation and financial diligence as needed
Develop transaction models including pro forma financial statements
Coordinate with external diligence providers, bankers, and advisors as needed
Own financial model within the company’s EPM system
Enhance forecasting tools and reporting automation
Improve data integrity and modeling processes

Vimly Benefit Solutions

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