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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, SaaS metrics, and AI-driven analytics while effectively communicating complex financial narratives to diverse stakeholders. Proven ability to manage multiple projects independently and support fundraising or M&A processes.
Highest-signal resume keywords
Financial ModelingSaaS MetricsAI-Driven AnalyticsInvestor ReportingProject 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 PlanningBudget ManagementVariance AnalysisScenario ModelingData Analysis
Soft Skills
Strong CommunicationCuriosity About AIIndependent Work
Tools & Technologies
AlephAI Workflows
Industry Keywords
Investment BankingPrivate EquityRecurring RevenueFundraisingM&A Transactions
About the role
Key responsibilities & impact- Build an AI-native Finance function and help modernize student transportation logistics
- Manage the monthly forecast and budget-vs-actual cycle, including variance commentary explaining business drivers
- Own SaaS and company-level metrics, including ARR, NRR/GRR, CAC payback, Rule of 40, burn multiple, and hardware financing economics
- Implement and own Aleph, the AI-native financial planning platform
- Lead go-to-market analytics across pipeline, funnel conversion, retention, and sales productivity
- Prepare board and investor reporting materials, data room content, and diligence support for fundraising or strategic processes
- Build AI workflows and agents that automate data pulls, variance flags, recurring analysis, and first-pass commentary with checks and reconciliations
- Develop scenario and decision models for pricing, headcount ROI, and capital allocation
- Work directly with Sales, Marketing, Customer Success, Revenue leaders, and the CFO
- Report to the CFO and take on significant delegated responsibility
Requirements
What you’ll need- 2 to 4 years in investment banking, private equity, or a comparably rigorous analytical seat
- Strong desire to move into an operating role
- Genuine curiosity about AI and ambition to lean into it
- Excellent modeling ability, including building clean, auditable models from scratch with transparent assumptions and identifying model errors
- Fluency in SaaS and company-level metrics and their drivers
- Strong written and verbal communication
- Ability to explain the story behind numbers to non-finance and non-metric-driven stakeholders
- Demonstrated ability to own significant work independently across multiple concurrent projects
- Experimentation with AI tools in personal or professional work
- Exposure to SaaS or recurring-revenue businesses through deal work or operating experience
- Experience supporting a fundraise or M&A transaction
- Experience with hardware or tech-enabled companies
Benefits
Comp & perks- Competitive compensation
- Equity
- Benefits
- Development investment from the CFO
