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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial acumen and expertise in FP&A fundamentals, including planning, forecasting, and performance analysis. Capable of developing business cases and scenario analyses while effectively communicating insights and recommendations to senior leadership.
Highest-signal resume keywords
FP&A FundamentalsFinancial AcumenScenario AnalysisExecutive CommunicationCPA/CFA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
PlanningForecastingPerformance AnalysisManagement ReportingInvestment EvaluationCost OptimizationBusiness Case DevelopmentScenario ModelingFinancial AnalysisRisk Assessment
Soft Skills
Influencing StakeholdersFinancial StorytellingConstructive ChallengeDecision-Oriented CommunicationLeadership Engagement
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Financial AdvisoryBudgetingLong-Term PlanningResource PrioritizationPerformance Metrics
About the role
Key responsibilities & impact- Serve as a trusted financial advisor to business leaders
- Translate financial and operational performance into insights, recommendations, and actions
- Develop scenarios and frame trade-offs for strategic and operational decisions
- Identify financial risks, opportunities, and emerging trends
- Evaluate headcount, programs, technology, vendors, and other investment proposals
- Develop business cases and scenario analyses assessing costs, benefits, risks, and alternatives
- Help leadership prioritize resources across competing business needs
- Recommend reprioritization and cost optimization opportunities
- Lead business engagement across budgeting, forecasting, and long-term planning
- Review and challenge assumptions, drivers, risks, and opportunities
- Analyze performance against plan and communicate implications to leadership
- Maintain accountability for the quality and integrity of the financial outlook
- Support implementation of the CoE model across the FP&A organization
- Translate standardized CoE outputs into function-specific insights and recommendations
- Partner with the CoE on scenario modeling and deeper analysis
- Develop concise, decision-oriented financial narratives for senior leadership
- Articulate what changed, why it matters, and recommended actions
- Influence decisions through fact-based recommendations and constructive challenge
Requirements
What you’ll need- Strong FP&A fundamentals across planning, forecasting, performance analysis, and management reporting
- Strong business and financial acumen
- Experience with scenario analysis, business cases, and investment evaluation
- Ability to challenge assumptions and influence senior stakeholders
- Strong executive communication and financial storytelling skills
- 5+ years experience in finance or related field preferred
- Bachelor's degree in finance or accounting preferred
- Master's degree (MBA) preferred
- CPA/CFA certification preferred
Benefits
Comp & perks- Employee Assistance Program
- US health, life, disability, and voluntary insurance plans
- US retirement plan contributions
- Paid Time Off (PTO)
- Paid holidays
- Canada healthcare coverage complementing the provincial healthcare system
- Canada life, disability, and optional benefit plans
- Canada Defined Contribution Pension Plan (DCPP)
- Canada Group Retirement Savings Plan (RRSP)
- Canada Tax-Free Savings Plan (TSFA)
- Canada vacation and personal time
- Canada paid holidays
- Bonus eligibility
- Potential equity offer depending on the position