Sarah Souza
Finance Analyst at Margaret O’Leary
- Role
- Financial Analyst at Margaret O'Leary, Inc.
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Analyst
Aug 2025 — Present · Сан-Франциско, CA, US
Own the full-cycle Accounts Payable and Accounts Receivable functions, performing detailed financial reconciliation and variance analysis across cash, A/P, A/R, and tax accounts. • Prepare multi-state sales and use tax filings and analyze tax liability trends to support accurate forecasting and compliance. • Support month-end close by preparing schedules, analytical reviews, and cash reporting used for internal financial insights and leadership decision-making. • Build and maintain Excel-based reports, schedules, and forecasting models using advanced functions (XLOOKUP, pivot tables, data modeling). • Provide analytical support for audits and tax reviews, preparing documentation, reconciliations, and supporting schedules. • Collaborate cross-functionally to resolve revenue and expense discrepancies, improving data accuracy and strengthening forecasting inputs
Education
Escola de Engenharia Mauá
Bachelor of Industrial Engineering, Industrial Engineering
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