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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, including cash flow forecasting, balance sheet management, and financial modeling. Proficient in utilizing analytics and business intelligence tools to derive actionable insights and improve financial processes.
Highest-signal resume keywords
Financial ModelingCash Flow ForecastingAdvanced Microsoft Excel SkillsFinancial Planning PlatformsAnalytical Tools Utilization
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 AnalysisBudgetingScenario AnalysisWorking Capital AnalysisDriver-Based PlanningPerformance Metrics DevelopmentIntegrated Financial ModelsRevenue AnalysisProfitability AnalysisLiquidity Analysis
Soft Skills
Attention to DetailCommunication SkillsProblem-SolvingStakeholder ManagementProcess Improvement
Tools & Technologies
PigmentPower BISQLDAXPower QueryAI Tools
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Corporate FinanceFP&ATransaction AdvisoryM&A TransactionsFinancial Due Diligence
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Develop and maintain short- and long-term cash flow forecasts, balance sheet forecasts, integrated financial models, and driver-based planning within Pigment
- Support budgeting, forecasting, and strategic decision-making
- Serve as a subject matter expert on relationships between the income statement, balance sheet, and cash flow statement
- Provide insights into revenue, profitability, liquidity, working capital, and cash generation
- Partner with Accounting on actual cash flow and balance sheet results and forecast implications
- Lead M&A budget development with FP&A and business leaders
- Partner with Corporate Development to establish financial planning assumptions, assess financial and operational metrics, and support post-acquisition performance analysis and long-term growth objectives
- Develop and maintain standardized, scalable financial processes and reporting, including KPIs and performance metrics
- Reduce manual effort while ensuring high accuracy
- Use analytics, AI, and business intelligence tools to analyze large financial and operational datasets and identify actionable insights
- Lead complex analyses, business cases, scenario analyses, and special projects
- Synthesize incomplete, ambiguous, or cross-functional inputs into decision-ready recommendations and concise executive-level presentations
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
- Minimum of three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or related finance functions
- Expert understanding of financial statements and their interrelationships
- Reasonably fluent in accounting; CPA not required
- Demonstrated experience preparing and managing cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, and working capital analyses
- Advanced Microsoft Excel skills and financial modeling capabilities
- Strong attention to detail with a commitment to accuracy and quality
- Excellent verbal, written, and presentation communication skills
- Demonstrated ownership of complex, cross-functional financial analyses and initiatives, including defining approaches, coordinating stakeholders, managing competing priorities, and driving work independently from problem definition through executive recommendation
- Passion for process improvement, standardization, and automation
- Experience within a professional services, consulting, or accounting firm environment preferred
- Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions, financial due diligence, acquisition modeling, or post-acquisition integration and performance analysis preferred
- Experience building scalable reporting and analytics solutions preferred
- Familiarity with Power BI, DAX, SQL, Power Query, or similar data analytics tools preferred
- Experience utilizing AI tools for deep analysis and to improve finance processes, reporting, forecasting, or analytical workflows preferred
- Experience with financial planning and forecasting platforms such as Pigment, Adaptive Planning, Anaplan, or similar solutions preferred
- CPA, CFA, or MBA designation preferred
Benefits
Comp & perks- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Access to a community of resources and professional network development
