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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in M&A financial analysis, guiding CFO transitions, and leading finance teams within private equity-backed SaaS environments. Proficient in transforming financial data into actionable insights for executive leadership and investors.
Highest-signal resume keywords
CFO ExperienceM&A Financial AnalysisSaaS MetricsSalesforce DataSage Intacct
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 ModelingTransaction-Related ReportingDecision-Ready Financial AnalysisData TransformationInterim Leadership
Soft Skills
LeadershipCollaborationCommunication
Industry Keywords
Private EquitySaaSMid-Market CompaniesFP&A TeamsBuyer Diligence
About the role
Key responsibilities & impact- Lead transaction readiness
- Guide M&A financial analysis
- Provide finance leadership
- Direct a hands-on M&A modeler and challenge assumptions
- Ensure accurate, decision-ready financial analysis
- Convert incomplete or inconsistent financial and operational data into credible buyer materials
- Work directly with executive leadership, investors, and external advisors
- Guide businesses through CFO transitions and interim leadership assignments
Requirements
What you’ll need- Prior CFO experience with private equity-backed SaaS businesses
- Experience leading a sponsor-backed exit, including buyer diligence and transaction preparation
- Ability to direct a hands-on M&A modeler, challenge assumptions, and ensure accurate, decision-ready financial analysis
- Strong understanding of SaaS metrics, financial modeling, and transaction-related reporting
- Ability to turn incomplete or inconsistent financial and operational data into credible buyer materials
- Comfortable working directly with executive leadership, investors, and external advisors in a fast-paced environment
- Experience with Salesforce data and Sage Intacct
- Success guiding businesses through CFO transitions and interim leadership assignments
- Experience with mid-market companies and established FP&A teams
- Immediate availability with flexibility to increase hours as needed
Benefits
Comp & perks- 100% of premiums paid for Medical, Dental, and Vision for employee consultants working over 30 hours/week
- 401k with 5% immediate vesting employer match
- Health Savings Account with employer contribution
- Opportunity to earn a spot at our awesome consultant awards trip!