• Build and maintain dashboards for revenue, costs, margins, cash flow, and utilization • Analyze monthly performance and prepare summaries for leadership • Track project budgets, profitability, and forecasted vs actual performance • Identify trends, risks, or discrepancies in financial data and flag them proactively • Support monthly, quarterly, and annual forecasting processes • Maintain rolling projections for revenue, expenses, and staffing • Model financial scenarios to support decision making • Support invoicing, payment tracking, and revenue recognition • Review and reconcile expenses from Ramp and QuickBooks • Cross-check payments, reimbursements, and vendor invoices for accuracy • Maintain accurate project and client data in Airtable and Asana • Help refine internal tools, templates, and reporting models • Identify manual workflows and propose automation (formulas, scripts, Zapier)