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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, with a strong command of SaaS metrics and the ability to build financial models that deliver actionable insights. Proven experience in collaborating with senior executives and improving planning processes in a high-growth environment.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)SaaS Metrics ExpertiseAdvanced Excel / Sheets SkillsModel Building And Insight DeliveryExperience With Senior Executives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingUnit Economics AnalysisCohort AnalysisSaaS KPI ManagementBudgetingDecision SupportRisk AssessmentData AnalysisAnalytical Rigor
Soft Skills
CommunicationInfluencingMethodical Decision-MakingCollaborationJudgment
Tools & Technologies
NetSuiteHubSpotSalesforceBusiness Intelligence (BI) Tools
Certifications & Qualifications
Investment Banking Analyst TrainingInvestment Banking Associate Training
Industry Keywords
SaaSRecurring RevenueVC-Backed CompaniesHigh-Growth Companies
About the role
Key responsibilities & impact- Lead financial planning, forecasting, SaaS reporting, and decision support
- Own the company's financial model, budget, and rolling forecast
- Reconcile top-down targets with bottoms-up assumptions
- Explain forecast changes, risks, and sensitivities
- Own and refine SaaS KPIs including CARR/ARR/MRR, GRR/NRR, churn, and CAC
- Perform cohort, funnel, and unit-economics analysis
- Ensure metric definitions are consistent, credible, and actionable
- Prepare monthly and quarterly executive and Board materials
- Translate complex analysis into clear summaries and recommendations
- Support investor reporting and strategic planning
- Support GTM planning, sales capacity modeling, and deal economics
- Evaluate pricing, discounting, and investment tradeoffs
- Provide financial perspective on growth initiatives and operating decisions
- Influence and educate business talent through rational, methodical decision-making
- Set standards for analytical rigor, communication, and judgment
- Improve planning processes, tools, and cadence as the company scales
- Partner closely with the CFO, executive team, and accounting leadership
Requirements
What you’ll need- 6+ years in FP&A or strategic finance at a SaaS or SaaS-adjacent company
- Strong command of SaaS metrics, forecasting, and unit economics
- Proven ability to build models and deliver actionable insight
- Experience partnering directly with senior executives
- Advanced Excel / Sheets skills
- Comfortable working with imperfect data
- Strong knowledge of and ability to recognize excellence in Finance
- Full-time investment banking analyst or associate training preferred
- Experience at a VC-backed, high-growth company preferred
- Experience in a SaaS or recurring-revenue business preferred
- Familiarity with NetSuite, HubSpot, Salesforce, and BI tools preferred
- Legally authorized to work in the United States
- Must answer work authorization and sponsorship questions
Benefits
Comp & perks- Competitive pay
- $1,000 adventure travel reimbursement on each work anniversary
- Remote, work-from-anywhere culture
- Flexible PTO
- Health, vision, dental, HSA/FSA, and mental health support
- Stock options for every full-time employee
- 401(k) matching