Milestone Business Solutions Inc.

Financial Planning and Analysis

• Lead client engagements from planning through delivery
• Build project plans, manage timelines and scope, and quote ad-hoc work
• Manage, train, and mentor team members from Associate through Senior Analyst
• Ensure quality work is delivered on time and on budget
• Serve as a hands-on thought partner to clients
• Identify key metrics and levers connecting financial KPIs to operational goals
• Partner with the Milestone CFO team on financing strategy, including equity and debt raises
• Lead difficult conversations and manage client expectations
• Support renewal scope-of-work discussions
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets
• Create new standard templates as needed
• Review and stress-test models and refine results for client understanding
• Implement department-wide QA standards and SOPs
• Standardize workpapers and resolve high-stakes data discrepancies
• Evaluate effective and secure uses of AI to improve client and employee experience and deliverable quality
• Maintain accurate timekeeping, budget and utilization tracking, task management, and billing updates

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FP&A Manager