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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in building and maintaining dynamic financial models using Excel and modern FP&A tools, with a strong understanding of accounting principles and financial reporting. Proven ability to deliver actionable insights and improve financial workflows through data analysis and cross-functional collaboration.
Highest-signal resume keywords
Financial ModelingVariance AnalysisFP&A ToolsData AnalysisFinancial Reporting
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 ModelingVariance AnalysisBudgetingForecastingData AnalysisFinancial StatementsAccounting ConceptsExcelGoogle SheetsBI Software
Soft Skills
CommunicationCollaborationProblem-SolvingPresentation SkillsStrategic Thinking
Tools & Technologies
AnaplanPigmentAdaptivePlanfulAbacumTableau
Industry Keywords
FP&ACorporate FinanceStrategic FinanceFinancial ReportingData Integrity
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Build, maintain, and enhance dynamic, scalable financial models in Excel and connected planning tools
- Partner with Accounting during month-end close and perform immediate budget-vs-actual variance analysis
- Support monthly pacing, quarterly forecasts, Annual Operating Plans, and Long-Range Planning models
- Monitor revenue and cost drivers across business units and deliver proactive variance analysis and strategic insights
- Maintain data architecture, workflows, and data integrity within internal FP&A and financial reporting platforms
- Prepare data-verified presentations and financial analysis for senior leadership, the Board of Directors, and external partners
- Oversee cross-platform financial data reconciliation across internal and external reporting channels
- Identify and implement improvements to financial workflows, automated reporting models, and cross-functional communication channels
- Partner with Accounting, Operations, and Business Leadership to improve financial integrity, reporting workflows, and forecasting accuracy
Requirements
What you’ll need- 3–5+ years of progressive experience in FP&A, Corporate Finance, Strategic Finance, or a closely related analytical discipline
- Proven track record of designing, building, and maintaining complex, dynamic financial models in Excel or Google Sheets
- Strong understanding of core accounting concepts, financial statements, and the operational nuances of the monthly close process
- Demonstrated ability to translate complex financial datasets into clear, executive-level summaries and actionable recommendations
- Hands-on experience with modern FP&A planning tools such as Anaplan, Pigment, Adaptive, Planful, or Abacum
- Experience with BI software such as Tableau
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related quantitative field
- Legally authorized to work in the United States
Benefits
Comp & perks- Exceptional health, vision, and dental care
- Life and AD&D insurance
- Short- and long-term disability coverage
- Employee Assistance Program
- Employee Resource Groups
- Unlimited PTO
- 401K with company match
- Equity
