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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial forecasting, modeling, and analysis, with a strong ability to present actionable insights to senior leadership. Proven track record in managing complex financial projects and driving process improvements in a fast-paced environment.
Highest-signal resume keywords
Financial ForecastingFinancial ModelingPerformance MeasurementRegulatory ReportingStakeholder Communication
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 AnalysisBudgetingKPI ReportingCash Flow ForecastingLiquidity AnalysisBusiness Performance AnalysisComplex Financial ModelingAd Hoc Financial AnalysisProcess ImprovementAutomation
Soft Skills
Effective CommunicationAnalytical SkillsProblem-SolvingMentoringJudgment
Tools & Technologies
Financial DashboardsReporting ToolsBusiness Intelligence Software
Certifications & Qualifications
MBACPACFA
Industry Keywords
Corporate FinanceFP&AInsurance FinanceFinancial ReportingBusiness Administration
About the role
Key responsibilities & impact- Lead development of financial forecasts, annual budgets, long-range plans, and business performance analyses
- Develop and maintain complex financial models for strategic initiatives, investment opportunities, and operational decisions
- Analyze financial results, identify trends, risks, and opportunities, and provide recommendations
- Serve as a trusted finance partner to business leaders
- Prepare and present financial reports, dashboards, and recommendations to senior leadership and key stakeholders
- Lead cross-functional financial initiatives and support enterprise-wide corporate projects
- Own KPI reporting, performance measurement frameworks, and executive-level financial dashboards
- Manage cash flow forecasting, liquidity analyses, and working capital recommendations
- Drive automation, reporting enhancements, and process improvement initiatives
- Mentor junior analysts and share best practices
- Conduct complex ad hoc financial, operational, and strategic analyses independently
- Support regulatory reporting requirements and compliance-related financial analyses
- Report to the Director of Financial Planning & Analysis for Embrace
Requirements
What you’ll need- 8+ years of progressive experience in financial analysis, FP&A, corporate finance, accounting, insurance finance, or related fields
- Demonstrated success independently managing complex financial projects and influencing business decisions
- Experience partnering with senior leadership and cross-functional stakeholders to drive business outcomes
- Strong financial modeling, forecasting, reporting, and business analysis capabilities
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field
- Ability to operate independently and exercise sound judgment on complex financial and business matters
- Strong analytical, financial modeling, forecasting, and problem-solving skills
- Ability to translate complex data into actionable business recommendations
- Effective communication skills and executive presence when presenting to leadership
- Proven ability to manage competing priorities in a fast-paced and evolving environment
- Continuous improvement mindset with a focus on automation, efficiency, and business impact
- Preferred: MBA, CPA, CFA, or another advanced financial designation
- Preferred: Experience building executive-level reporting, dashboards, and performance metrics
Benefits
Comp & perks- Annual bonus eligibility
- Healthcare
- Parental leave
- Career advancement opportunities
- Comprehensive full medical, dental and vision insurance
- Basic life insurance at no cost to the employee
- Company-paid short-term and long-term disability
- 12 weeks of 100% paid parental leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal Paid Time Off
- Paid holidays and company-wide Wellness Day off
- Paid time off to volunteer at nonprofit organizations
- Pet-friendly office environment
- Commuter benefits
- Group pet insurance
- On-the-job training and skills development
- Employee Assistance Program (EAP)