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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing cross-functional finance programs, including finance systems implementation and process mapping, while ensuring alignment between finance and business operations. Proven ability to drive outcomes in high-growth environments with strong communication and leadership skills.
Highest-signal resume keywords
Cross-Functional Program ManagementFinance Systems ImplementationProcess Mapping and DesignFinance and Accounting LiteracyLLM Literacy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
FP&AStrategic FinanceBusiness OperationsFinance TransformationNetSuiteSalesforceSQLLow/No-Code DashboardingPlanning PlatformsData Warehousing
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationLow EgoHigh OwnershipAccountability
Tools & Technologies
Claude Cowork & CodeRetoolLookerPigmentAnaplanAdaptive
Certifications & Qualifications
PMPLean/Six Sigma
Industry Keywords
Healthcare SaaSPre-IPO EnvironmentsM&A IntegrationIPO ReadinessAutomation Tooling
Tech Stack
Tools & technologiesPMPSQL
About the role
Key responsibilities & impact- Own cross-functional finance programs end-to-end across finance, revenue operations, engineering, legal, people, and product
- Set scope, define success, sequence work, and own program outcomes
- Break programs into workstreams, assign owners, run delivery cadence, and unblock stalled work
- Translate between finance and business operators to align definitions, owners, and timelines
- Brief executives directly and represent finance on owned programs
- Map current-state processes and design future-state processes
- Partner with Business Systems, Engineering, and vendors to implement finance systems
- Own finance-side requirements and acceptance for NetSuite, Salesforce, planning platforms, data warehouses, and internal tooling
- Identify, pilot, and institutionalize LLM and automation tooling in finance processes
- Partner with the AI & Technology Finance lead on AI standards and governance
- Document processes, controls, and ownership for IPO readiness and scalable growth
- Run program standups, workstream check-ins, steering meetings, status updates, alignment sessions, milestone reviews, retrospectives, and AI/automation pilot reporting
- Coordinate the annual planning calendar and refresh the finance process and systems roadmap
- Prepare finance organization readiness assessments covering controls, documentation, audit, and IPO readiness
Requirements
What you’ll need- 8+ years across FP&A, strategic finance, business operations, finance transformation, consulting, and/or chief-of-staff roles
- Experience in a high-growth, unstructured environment
- Track record as the DRI on large cross-functional programs driven to completion through people who did not report to you
- Strong process orientation, including mapping current state, defining future state, assigning owners, and setting cadence
- Fluency across NetSuite, Salesforce, planning platforms such as Pigment/Anaplan/Adaptive, data warehouses, and internal tooling
- Comfort writing requirements and acceptance criteria for engineers and vendors
- Finance and accounting literacy covering the close, forecast, revenue recognition, and board deck processes
- Hands-on LLM literacy, such as Claude Cowork & Code
- Excellent written and verbal communication
- Low ego, high ownership, and accountability for outcomes not fully controlled
- Familiarity with SQL and low/no-code dashboarding tools such as Retool and Looker is a plus
- Experience in healthcare SaaS, pre-IPO environments, M&A integration, and/or program management certification such as PMP or Lean/Six Sigma is a plus
- Must be able to work in the US; application asks whether sponsorship will be required to work in the US
- Required to attest to information security requirements upon hire and annually
Benefits
Comp & perks- Equity
- Remote work arrangement
