Lead financial analysis and reporting for the Northeast district, providing insights to guide leadership decisions. Manage forecasting, planning, KPI tracking, and performance monitoring. Partner with cross-functional teams to improve business results, ensure alignment with company standards, and support financial operations using advanced Excel and financial systems.

Manage a local Boston/South Shore customer portfolio, proactively build and maintain customer relationships, identify and sell complex building solutions, use CRM and internal resources to meet sales targets, and collaborate with internal stakeholders to support customer growth and account management.