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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, forecasting, and budget management, with a strong understanding of GAAP and SaaS metrics. Proven ability to collaborate cross-functionally and communicate strategic insights effectively.
Highest-signal resume keywords
Financial ModelingForecastingBudget ManagementGAAP KnowledgeAdvanced Excel Proficiency
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 AnalysisVariance AnalysisCash Flow ProjectionsInvestment AnalysisSaaS MetricsUnit EconomicsDashboard DevelopmentCapital AllocationFinancial ReportingProcess Implementation
Soft Skills
Excellent CommunicationStrategic Insight Translation
Tools & Technologies
ERP SystemsQuickBooksExcelGoogle Sheets
Industry Keywords
FP&ACorporate DevelopmentTelehealthHealthcareStartup Environment
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Build and maintain detailed sales, budget, and cash flow projections
- Lead investment analysis for new pharmacy initiatives and product expansion
- Create and manage financial models that drive business decisions and capital allocation
- Oversee financial reporting, variance analysis, and forecasting
- Develop dashboards to track revenue, margins, CAC, LTV, and burn rate
- Partner with leadership on fundraising, investor materials, and board reporting
- Implement scalable financial processes for accounting, payroll, and spend management
- Collaborate cross-functionally with pharmacy, sales, and operations teams to align goals and budgets
Requirements
What you’ll need- 7+ years of experience in strategic finance, FP&A, or corporate development, ideally in a startup or high-growth environment
- Proven ability to build and manage financial models, forecasts, and budgets
- Strong understanding of GAAP, IFRS/IASB, SaaS metrics, and unit economics
- Advanced Excel/Google Sheets proficiency
- Experience with ERP systems and QuickBooks
- Excellent communication skills with the ability to translate data into strategic insights
- Experience in telehealth, SaaS, or healthcare is a plus