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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, analysis, and reporting, with a strong ability to communicate insights to senior management. Proven track record in budget management, process improvement, and cross-functional collaboration within finance and operations.
Highest-signal resume keywords
Financial ModelingQuantitative AnalysisPresentation SkillsExcel ProficiencyBudget Management
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 AnalysisScenario AnalysisCost AnalysisForecasting ModelsKPI DevelopmentData Analysis
Soft Skills
Problem-SolvingPersuasionCommunication SkillsCollaboration
Tools & Technologies
ExcelPowerPointNetSuiteGoogle Workspace
Certifications & Qualifications
MBAMS in Finance
Industry Keywords
SaaSOnline Subscription BusinessFinanceBusinessStatisticsMathematics
About the role
Key responsibilities & impact- Craft, build and manage annual, quarterly and monthly budgets and forecasting models
- Prepare reporting and analysis to understand key drivers and variances
- Maintain and publish dashboards and other KPIs
- Perform cost analysis and investigate period-over-period fluctuations and forecast variations
- Support the design and development of financial models and metrics to measure performance, highlight key issues for senior management, and predict future activity
- Assess deviations from key metric targets and provide insight to business and finance leaders
- Develop materials and metrics for senior management presentations, discussions, and reviews
- Develop presentations that communicate analysis and facilitate senior-management decision-making
- Identify opportunities for automation of modeling and other process improvements
- Partner with senior management and collaborate cross-functionally within the Operations group and FP&A team
Requirements
What you’ll need- Degree in Finance, Business, Statistics, Mathematics, or related fields
- Minimum of 6 years of progressive experience in finance
- Extensive experience building complex financial models, conducting quantitative and qualitative financial analysis, and performing scenario analysis
- Proven ability to present analyses to senior executives and act as an effective business partner across all departments
- Exceptional written, verbal, and presentation communication skills, with the ability to translate numerical data into clear business insights
- Strong persuasion and problem-solving skills to create practical solutions for evolving forecasting needs
- Demonstrated ability to navigate matrix environments, manage shifting priorities, and consistently meet tight deadlines
- Advanced proficiency in Excel, PowerPoint, NetSuite, and Google Workspace
- Ability to seamlessly collaborate during core PST business hours
- Eligible to reside in one of the listed U.S. states or territories
- Advanced degree (MBA or MS) in Finance, Business, or a quantitative field is good to have
- Prior experience with SaaS or online subscription businesses is good to have
Benefits
Comp & perks- Competitive salary
- Bi-annual bonus
- 401(k) plan with match
- Equity in company
- Flexible spending accounts (health, dependent care)
- Internet and home office reimbursement
- Medical, dental, and vision (optional plans for your family)
- Life & long-term disability insurance (optional)
- Mental health support and resources
- Wellness reimbursement (gym, health apps, etc.)
- Pet Insurance (optional)
- Flexible PTO
- Sick time policy
- Observed holidays
- 100% remote, work from home
