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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, particularly in SaaS and recurring revenue environments, with a strong ability to translate complex data into actionable insights for leadership. Proficient in managing P&L, forecasting, and KPI development while effectively collaborating with cross-functional teams.
Highest-signal resume keywords
Financial ModelingSaaS MetricsP&L ManagementAdvanced Excel SkillsFP&A Tools Experience
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 ModelingSaaS MetricsP&L ManagementForecastingVariance AnalysisM&A ModelingBudgetingKPI DevelopmentBookings ForecastingRevenue Forecasting
Soft Skills
Executive PresenceCommunication SkillsInfluencing StakeholdersCollaborationAnalytical Thinking
Tools & Technologies
Adaptive InsightsAnaplanPower BILooker
Certifications & Qualifications
MBACFA
Industry Keywords
FP&ACorporate FinanceInvestment BankingPrivate EquityRecurring Revenue
About the role
Key responsibilities & impact- Own and continuously refine Catalis's 3–5 year long-term financial model
- Integrate revenue drivers, cost structure, headcount, capital plans, and M&A scenarios
- Translate strategic and operating plans into financial projections for board, investor, and lender reporting
- Stress-test the model against alternative growth, pricing, and M&A scenarios
- Build and maintain the bookings-to-ARR waterfall model
- Track conversion of new bookings into recognized ARR based on implementation timelines, go-live schedules, ramp assumptions, churn, and upsell/cross-sell activity
- Partner with Revenue Operations, Sales Ops, and Implementation/Delivery teams to maintain current assumptions
- Reconcile bookings targets with ARR and revenue targets and explain variances to leadership
- Act as embedded finance partner to leaders across Catalis's verticals
- Support P&L management, forecasting, budget-to-actual analysis, and business cases for new investments
- Partner with Sales Operations on pipeline reviews, quota setting, bookings forecasting, sales compensation design, and rep productivity analysis
- Lead annual budgeting and recurring reforecast cycles
- Own monthly and quarterly reporting packages, board materials, and variance analysis
- Develop and maintain SaaS and recurring-revenue KPIs
- Ensure consistent KPI definitions across the business
- Support financial diligence and integration modeling for acquisitions
- Lead or contribute to ad hoc strategic and financial analyses for executives and investors
Requirements
What you’ll need- 7+ years of progressive FP&A, corporate finance, or investment banking/private equity experience
- Demonstrated experience owning long-term financial models and translating bookings/pipeline data into ARR and revenue forecasts
- SaaS and/or PE-backed company experience
- Deep fluency in SaaS metrics and unit economics (ARR, NRR/GRR, CAC/LTV, bookings vs. revenue timing)
- Advanced Excel/financial modeling skills
- Strong executive presence and communication skills, with a track record of influencing non-finance stakeholders such as sales and vertical leaders
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Experience supporting multiple business units, verticals, or product lines simultaneously
- Experience with FP&A or BI tools (e.g., Adaptive Insights, Anaplan, Power BI, Looker)
- Experience with M&A modeling or integration
- MBA or CFA
Benefits
Comp & perks- Competitive salary and benefits package
- Health insurance
- Dental insurance
- Vision insurance
- Unlimited PTO (paid time off)
- HSA and FSA options
- 401(k) plan with matching contributions
- Paid parental leave
- ABLE matching contributions for the disability community
- Employer paid short term and long-term disability insurance
- Group term life insurance
- Financial and legal assistance through our EAP (Employee Assistance Program)
- Opportunities for personal development and career advancement
- Free access to unlimited courses via Udemy
- Collaborative, cross-functional culture
- Dynamic and supportive work environment