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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 (FP&A), treasury management, and budget forecasting, with a strong focus on cash flow management and financial reporting. Proficient in leading teams, automating reporting processes, and utilizing advanced financial modeling techniques.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Cash Flow ManagementBudget ForecastingAdvanced ExcelBigQuery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingVariance AnalysisFinancial ModelingSQL QueryingKPI ReviewCash ForecastingDriver-Based ModelsThree-Statement ModelsIntercompany Funding
Soft Skills
LeadershipTeam DevelopmentCommunicationAnalytical ThinkingProblem Solving
Tools & Technologies
QuickBooks OnlineRampCin7ClaudeBigQuery
Certifications & Qualifications
CPACMACFAMBA
Industry Keywords
DTCEcommerceCPGQuality Of EarningsInvestor Diligence
Tech Stack
Tools & technologiesBigQuerySQL
About the role
Key responsibilities & impact- Build and run FP&A and treasury for the eJam group end to end
- Own annual budgets and quarterly reforecasts by brand and entity, reconciled to the consolidated plan
- Run monthly budget-versus-actual and KPI reviews, decompose variances, and write leadership commentary
- Maintain brand operating models, including unit economics, CAC, LTV payback, and media-spend scenarios
- Maintain daily revenue, gross-to-net, and goal-pacing reporting, aligning BigQuery dashboards with financial statements
- Lead and develop brand Financial Analysts and operations analysts
- Produce daily cash-on-hand and available-credit views across bank accounts, cards, and advertiser credit lines
- Maintain rolling 13-week cash forecasts by entity
- Manage intercompany funding and service-agreement charges with complete documentation
- Own lender and bank relationships, including borrowing base certificates, covenant and reporting obligations, draws, and paydowns
- Oversee card and payment-platform programs, including Ramp, bank cards, and merchant processors
- Lead quarterly lender and investor financial packages and the finance side of diligence, quality of earnings, and capital raises
- Partner with the Accounting Manager on the close calendar and actuals delivery
- Drive the finance systems roadmap across QuickBooks Online, Ramp, Cin7, BigQuery, and adopted planning or A/R platforms
- Manage analyst priorities, review, development, and source-traceability standards
- Automate and document recurring reporting, variance commentary, and forecast refreshes with Claude
Requirements
What you’ll need- Built an annual budget and rolling forecast by brand or business unit with operators, and ran monthly budget vs actual reviews acted on by leadership
- Ran a 13-week cash forecast and daily cash position across multiple entities or bank accounts, including intercompany funding
- Owned borrowing base certificates, covenant, and reporting deliverables under an ABL, revolver, or term facility
- Modeled subscription rebill and churn, retail gross to net, or cohort payback for a DTC, ecommerce, or CPG brand
- 7 or more years in FP&A, corporate finance, or treasury, including at least 2 years managing analysts, ideally at a CPG, DTC, or ecommerce company
- Advanced Excel, including driver-based and three-statement models
- Comfort querying a SQL warehouse; BigQuery preferred
- Daily use of AI, primarily Claude, with output review before publication and ability to teach the team the same practice
- Bachelor's in finance, accounting, economics, or related
- CPA, CMA, CFA, or MBA nice to have
- QuickBooks Online, Ramp, Cin7, or Deel nice to have
- Experience with quality of earnings, investor diligence, or a capital raise nice to have
- Experience with merchant of record or multi-entity MSA structures nice to have
Benefits
Comp & perks- Medical, dental, and vision
- 401(k) Plan
- Company-paid life insurance, AD&D, and long-term disability
- PTO and 14 Observed Holidays
- Amazing, dog-friendly office in Santa Ana, CA
- Learning & development opportunities
