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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 (FP&A) with a strong focus on building and managing complex financial models, including driver-based models connected to ERP and CRM systems. Proficient in SQL and Python, with a proven track record in vendor negotiations, procurement programs, and GTM planning in a B2B SaaS or AI environment.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)SQL ProficiencyGTM Planning ExperienceVendor NegotiationsMaster Financial Model Ownership
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 ModelingDriver-Based ModelingBudgetingForecastingUnit Economics ModelingData AnalysisCost ModelingAutomationProcurement ManagementVariance Analysis
Soft Skills
Clear CommunicationConcise WritingJudgmentCollaborationTraining
Tools & Technologies
ERP SystemsHubSpotSage IntacctSalesforceAdaptive PlanningPigmentAnaplanData WarehouseAI Coding ToolsAPIs
Industry Keywords
B2B SaaSAISeries C+ ExperienceOKR ProgramCloud Cost ModelingLLM Inference
Tech Stack
Tools & technologiesCloudERPPythonSQL
About the role
Key responsibilities & impact- Own ASAPP's master financial model as the single source for BoD, investor, financing, and operating scenarios
- Rebuild the model as a driver-based model connected to ERP, HubSpot, billing, product usage, and LLM/cloud cost data, with version control and documented change history
- Run pricing, hiring, capital, and model-cost scenarios
- Model customer-level unit economics, including cARR, gross margin, and payback
- Own the LLM, cloud, and hosting cost model with Engineering
- Run the annual operating plan end to end and manage monthly and continuously updated forecasting
- Own budget-versus-actual reporting and variance commentary
- Run monthly forecast updates with department heads and the headcount plan with HR
- Support the company OKR program
- Partner with the CRO and RevOps on bookings, capacity, quota, territory, sales compensation, pricing, deal review, and GTM efficiency
- Own and automate the company's weekly KPI and pipeline deck
- Support quarterly BoD reporting, monthly investor updates, weekly BoD metrics, financings, data rooms, and diligence responses
- Run ASAPP's procurement program, including renewals, price benchmarking, negotiations, and approvals
- Build and maintain AI agents and skills for FP&A, Accounting, RevOps, and the SVP Finance office
- Manage agents with specifications, tests, version control, documentation, and named ownership
- Decide what to build, buy, or keep manual based on ROI
- Spend approximately 30–40% of time building agents, skills, SQL, and scripts
- Train finance and RevOps colleagues to use and extend the library
- Own the planning tool, finance data layer, and integrations across ERP, HubSpot, billing, and the data warehouse
- Publish a shared metric dictionary and build traceability, review gates, approval controls, and audit-ready evidence
- Coordinate with the Controller on SOX readiness and partner with RevOps on HubSpot data quality
- Report to the SVP Finance with frequent CEO, executive-team, and cross-functional visibility
Requirements
What you’ll need- 10+ years in FP&A or strategic finance, including 4+ years leading FP&A at a B2B SaaS or AI company
- Ownership of a company master model and an AOP through BoD approval
- GTM planning experience: capacity, quota, sales compensation, and bookings and ARR forecasting, ideally with usage-based or hybrid pricing
- Experience running vendor negotiations or a procurement program, with savings you can show
- A portfolio of finance tools built and shipped, such as agents, skills, automations, or data pipelines, that other people use every month; candidates will be asked to show them
- Working fluency in SQL and in Python or an AI coding tool such as Claude Code, Codex, or Cursor
- Comfort with APIs, ERP and CRM data models, and a data warehouse
- Judgment to check agent output, catch errors, and stand behind every number in front of the BoD
- Clear, concise writing and BoD-grade communication
- Engineering, computer science, or data background preferred
- Experience modeling LLM inference and cloud cost preferred
- Series C+ experience preferred
- Experience with Sage Intacct, HubSpot or Salesforce, and a planning tool such as Adaptive, Pigment, or Anaplan preferred
