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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 budgeting, forecasting, and financial modeling. Proven ability to translate complex financial data into actionable insights and present findings to executive leadership.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Budgeting And ForecastingFinancial Modeling (P&L, Balance Sheet, Cash Flow)Advanced Microsoft Excel SkillsBusiness Intelligence Platforms (Power BI, Tableau)
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 AnalysisKPI Development And ReportingSQLPython
Soft Skills
Strong Analytical And Problem-Solving AbilitiesExcellent Written And Verbal Communication SkillsCollaborative Leadership AbilityAbility To Influence Without Direct AuthorityStrong Organizational And Project Management Skills
Tools & Technologies
Microsoft ExcelPowerPointBusiness Intelligence PlatformsFinancial Reporting Systems
Certifications & Qualifications
Bachelor's Degree In Finance, Accounting, Economics, Business, Physics, Engineering, MathematicsMBA Or Advanced Degree Preferred
Industry Keywords
Corporate FinanceOperational Business UnitsMulti-Location DistributionTechnology ServicesSecurity And Communications Services
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Lead annual budgeting, forecasting, and long-range planning processes
- Review monthly financial performance against budget and forecast and present key drivers and actionable insights to executive leadership
- Oversee financial models supporting P&L, Balance Sheet, and Cash Flow analysis
- Direct ad hoc financial analyses for strategic initiatives and executive decision making
- Manage monthly, quarterly, and annual financial reporting packages
- Partner with Operations leaders across BearCom and Stone Security to provide financial guidance and strategic recommendations
- Translate complex financial and operational data into clear, actionable insights
- Present findings and recommendations directly to executives
- Build cross-functional relationships across Finance, Operations, and Executive Leadership
- Oversee operational finance activities across BearCom and Stone Security business units
- Establish and monitor KPIs to identify profitability and operational efficiency opportunities
- Lead management reporting and executive presentations
- Drive finance-process automation and scalable reporting solutions
- Lead process improvement and simplification initiatives across the Finance organization
- Improve reporting accuracy, efficiency, and business intelligence capabilities
- Establish best practices in financial analysis and reporting
- Lead strategic financial planning and decision making
- Deliver financial insights that improve business performance
- Develop scalable reporting and analytical solutions
- Own budgeting and forecasting initiatives end-to-end
- Identify opportunities for growth, profitability, and operational efficiency
- Serve as a trusted finance partner and leader across the organization
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, Business, Physics, Engineering, Mathematics, or another analytical/STEM discipline
- MBA or advanced degree preferred
- 5-7+ years of progressive experience in FP&A, Corporate Finance, or Financial Analysis
- Experience supporting operational business units and executive leadership required
- Experience within multi-location, distribution, technology, or security and communications services businesses is a plus
- Advanced Microsoft Excel modeling skills
- Strong PowerPoint presentation capabilities
- Financial modeling (P&L, Balance Sheet, Cash Flow)
- Budgeting and forecasting
- Variance analysis
- KPI development and reporting
- Experience with large datasets and financial reporting systems
- Business Intelligence platforms (Power BI, Tableau, etc.) preferred
- SQL and/or Python experience preferred
- Strong analytical and problem-solving abilities
- Strategic mindset with strong business acumen
- Excellent written and verbal communication skills
- Executive-level presentation skills
- Ability to influence without direct authority
- Strong organizational and project management skills
- Intellectual curiosity and continuous improvement mindset
- Ability to manage multiple priorities in a fast-paced environment
- High degree of professionalism, integrity, and accountability
- Collaborative leadership ability, ability to work independently, and ability to empower others
Benefits
Comp & perks- Highly Competitive Compensation
- Medical, Dental, and Vision Insurance
- Company-Paid Life, Short/Long-Term Disability Insurance
- Paid Holidays
- Generous Paid Time Off
- Matching 401k Plan
- Employee Referral Bonus
- Tuition Reimbursement
- Extensive on-the-job training
- BearCom covers all fees associated with most professional certifications