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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, with a strong focus on project-based revenue recognition and operational KPI analysis. Proven ability to lead teams, manage P&Ls, and deliver insights to senior leadership while driving process improvements.
Highest-signal resume keywords
Financial Planning And AnalysisProject-Based Revenue RecognitionTeam LeadershipAdvanced Analytical SkillsMicrosoft 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
Finance ExperienceAccounting PrinciplesCost ManagementOperational KPI AnalysisFinancial ModelingBudgeting PracticesAd Hoc Accounting ProjectsProcess ImprovementData ReconciliationForecasting
Soft Skills
Verbal CommunicationWritten CommunicationNegotiation SkillsStakeholder ManagementOrganizational Skills
Tools & Technologies
Microsoft OfficeExcelWorkday Adaptive
Industry Keywords
FP&AP&L ManagementBusiness Operations SupportFinancial InsightsCross-Functional Relationships
About the role
Key responsibilities & impact- Serve as a thought leader for the FP&A team, business segments, and channels, driving ad hoc accounting and finance projects
- Manage FP&A team members, providing leadership, guidance, and development opportunities
- Ensure planning and budgeting practices and procedures are appropriate and continuously advance the team’s analytical toolkit
- Own practice-level P&Ls, reconciling delivery and project data from operational systems to financials and driving standardization across system sources
- Partner with the Services FP&A team to build and maintain core services and solutions operating metrics, including backlog, utilization, attach rate, and project margin
- Translate financial results into forward-looking insights for senior leadership
- Provide business operations support, including month-end transaction processing and related administrative and operational responsibilities
- Compile and review the organization’s financial plan and forecasts
- Provide financial planning and analytical support to business partners
- Deliver regular business performance reporting to C-suite and senior management
Requirements
What you’ll need- Bachelor's degree
- 7+ years of Finance/Accounting experience
- 3+ years of progressive leadership experience
- Excellent verbal and written communication, negotiation, and stakeholder management skills
- Strong knowledge of accounting and finance principles and ability to apply them in business analysis
- Experience supporting technology and/or services-centric P&Ls
- Expertise in project-based revenue recognition, cost management, and operational KPI analysis preferred
- Advanced analytical and problem-solving skills
- Ability to manage multiple priorities, adapt to changing business needs, and meet deadlines
- Strong organizational skills and exceptional attention to detail
- Proficiency in Microsoft Office applications, particularly Excel
- Workday Adaptive experience preferred
- Proven team leadership skills and ability to build productive cross-functional relationships
- Track record of identifying process and system improvements and leading successful implementations
- Successful history of developing and maintaining financial models
- Comfortable exploring how AI can enhance strategy, decision-making, and team performance
Benefits
Comp & perks- Annual bonus target of 15% subject to terms and conditions of plan
- Benefits overview provided by CDW
- Collaborative environment where work matters, growth is supported, and contributions help shape what’s next
