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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced expertise in Financial Planning & Analysis, including budgeting, forecasting, and financial modeling, while effectively communicating insights to executive leadership. Proven ability to lead and develop high-performing teams and enhance financial systems and reporting capabilities.
Highest-signal resume keywords
Financial Planning & AnalysisBudgetingForecastingDynamics 365CPA Designation
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 ModelingBusiness AnalysisLong-Range PlanningFinancial ReportingPerformance ManagementKey Performance IndicatorsAnalytical SkillsProject LeadershipStakeholder ManagementProcess Improvement
Soft Skills
CoachingCollaborationCommunicationAccountabilityContinuous Improvement
Tools & Technologies
Enterprise Performance ManagementERP SystemsSAPOracleHyperionMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
CPAMBA
Industry Keywords
Corporate FinanceFinancial AnalysisCapital PlanningExecutive ReportingBusiness Performance
Tech Stack
Tools & technologiesERPOracle
About the role
Key responsibilities & impact- Lead the annual budgeting cycle, quarterly forecasts, long-range financial planning activities, and capital planning processes
- Partner with business leaders to identify performance drivers, assess financial risks and opportunities, and provide actionable recommendations
- Deliver financial analysis, business cases, and executive reporting for senior leadership and Board committees
- Monitor business performance and support pricing and investment decisions
- Communicate financial results clearly and effectively to key stakeholders
- Enhance financial systems, reporting capabilities, and planning processes
- Support Dynamics 365 and Enterprise Performance Management (EPM) implementations
- Coach and develop FP&A team members
- Foster accountability, collaboration, and continuous improvement
Requirements
What you’ll need- Bachelor's degree in finance, Accounting, Economics, Business Administration, or a related discipline
- CPA designation required
- MBA or other advanced business qualifications considered an asset
- Minimum 8-10 years of progressive experience in Financial Planning & Analysis, Corporate Finance, or related finance functions
- Experience leading, coaching, and developing high-performing teams
- Advanced expertise in budgeting, forecasting, long-range planning, financial modeling, and business analysis
- Experience supporting executive leaders through financial insights, reporting, and strategic decision-making
- Strong understanding of financial statements, key performance indicators, and business performance management
- Experience with ERP and planning platforms such as Dynamics 365, SAP, Oracle, Hyperion, or similar systems
- Advanced Microsoft Excel and PowerPoint skills
- Excellent analytical, communication, stakeholder management, and project leadership capabilities
- Experience supporting system implementations, reporting transformation, or process improvement initiatives considered an asset
Benefits
Comp & perks- Opportunity to work alongside talented professionals
- Opportunity to influence key business decisions
- Opportunity to contribute to initiatives with meaningful organizational impact
- Accessible employment practices and accommodation during recruitment for applicants with disabilities
