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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 financial modeling, corporate planning, and team leadership. Proven ability to drive strategic initiatives and improve financial processes in a high-growth SaaS environment.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Financial ModelingTeam ManagementAdvanced Excel SkillsSaaS Marketplace 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 ModelingBudgetingCorporate PlanningVariance AnalysisKPI DevelopmentFinancial ReportingData AnalysisInvestment BankingFinancial ProcessesStrategic Planning
Soft Skills
Clear CommunicationStrategic ThinkingInterpersonal SkillsAnalytical MindCollaborative Approach
Tools & Technologies
NetSuiteAdaptive InsightsPowerPointExcel
Certifications & Qualifications
Bachelor’s Degree In FinanceBachelor’s Degree In Accounting
Industry Keywords
SaaSHigh-Growth EnvironmentM&A OpportunitiesFinancial LeversBusiness Clarity
About the role
Key responsibilities & impact- Drive high-quality decision-making across ChowNow
- Create financial rhythm and structure
- Communicate financial results and trends
- Model complex business opportunities
- Manage the Finance team and business operations analytics professionals
- Manage, lead, and grow a high-performing finance team
- Develop operating policies, procedures, and improvement programs cross-functionally
- Improve operating teams’ understanding of financial levers, performance, and budget adherence
- Lead quarterly, annual, and long-term financial planning and forecasting
- Oversee the Corporate & Strategic Finance team
- Build and maintain the company’s three-statement financial model
- Establish key metrics and KPIs for business performance
- Conduct monthly and quarterly budget variance analyses
- Partner with Accounting on the month-end close process
- Advise the Executive team, senior leadership, and Board on financial issues
- Prepare management presentations, monthly reporting packages, Board materials, QBR, and Finance Review materials
- Contribute to growth strategy and mid- and long-range planning
- Identify actionable strategic opportunities across the business
- Support CEO fundraising through financial models, diligence materials, and operating metrics reports
- Support company initiatives including M&A opportunities
- Develop and implement efficient financial processes and systems
Requirements
What you’ll need- 10+ years of progressive experience in FP&A, Accounting, Investment Banking, or Management Consulting
- 5+ years of experience directly managing a Finance team
- Advanced Excel and PowerPoint skills
- Deep experience in financial modeling and corporate planning tools such as NetSuite, Adaptive Insights/Planful, or similar
- SaaS marketplace industry experience
- Experience leading finance in a high-growth, fast-paced/scale environment
- Ability to develop and implement systems, tools, and processes that increase business clarity
- Deep experience in financial modeling, ideally with a foundation in investment banking
- Strong proficiency in financial planning and budgeting tools
- Excellent judgment and prioritization skills
- Ability to articulate frameworks and think creatively about lightweight solutions
- Demonstrated ability to think holistically about a business and use data to tell a story
- Highly analytical mind and ability to quantitatively frame strategic initiatives and financially operationalize company activities
- Clear communication, strong interpersonal skills, and strategic thinking
- Proven ability to identify opportunities and manage risks
- Bachelor’s degree in Finance or Accounting
- Entrepreneurial drive and mission motivation
- High energy and effectiveness in a fast-paced, dynamic culture
- Ability to ask tough questions and challenge assumptions productively
- Collaborative, low-ego approach focused on the team and business first
Benefits
Comp & perks- Ongoing training and growth opportunities
- Rock solid medical, dental, and vision plans
- Mental Health Coverage and wellness programs
- Unlimited Paid Vacation
- 7 weeks of baby bonding time for all new parents within the first year of birth or adoption
- 8 Weeks of Paid Pregnancy Leave
- 401(k) Matching
- Employer-contributing student loan assistance program or continuing education reimbursement program
- Employee Stock Incentive Plan
- Pet insurance
- Consistent and fair leadership
- Freedom to spread your wings while still holding you accountable