Partner proactively with family members, Fernwood leadership, cross-functional teams, and external advisors to anticipate reporting needs, analyze results, identify trends, resolve issues, support special projects and transactions, and communicate financial information clearly and discreetly. Oversee the general ledger, account reconciliations, month-end close, financial reporting, and annual financial statement processes across multiple entities and complex ownership structures, ensuring timely, accurate, complete, and decision-useful reporting.