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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance data intelligence, including the design and implementation of finance data lakes, advanced analytics, and process optimization. Proficient in stakeholder management, data governance, and translating business requirements into technical solutions.
Highest-signal resume keywords
Finance Data IntelligenceSQL ProficiencyERP Systems (SAP, Oracle)Financial Consolidation Tools (HFM)Leadership in Finance Transformation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisData ModelingProcess ImprovementKPI DesignData Quality AssessmentFinancial ReportingAutomationData IntegrationAdvanced Excel SkillsPowerPoint Proficiency
Soft Skills
LeadershipStakeholder ManagementCommunication SkillsAnalytical SkillsProblem-Solving Skills
Tools & Technologies
Finance Data Lake PlatformsAnalytics ToolsProject Management SoftwareData Governance FrameworksFinancial Planning Tools
Certifications & Qualifications
CACFACPAMBAProject Management Certification
Industry Keywords
Finance Data ProcessesRecord to ReportProcure to PayOrder to CashFP&AFinancial AccountingFinance AnalyticsData GovernanceFinance TransformationGENAI
Tech Stack
Tools & technologiesERPOracleSQL
About the role
Key responsibilities & impact- Lead client engagements focused on finance data intelligence and finance data lake solutions
- Manage techno-functional assessments of finance data processes
- Lead analysis of data challenges and design data-driven finance solutions
- Lead engagements covering Record to Report, Procure to Pay, and Order to Cash processes
- Drive workshops and stakeholder interviews for current-state finance data process assessments
- Design optimized future-state processes using finance data lakes and advanced analytics
- Identify and prioritize process improvement opportunities through automation, data integration, technology upgrades, and finance data transformation
- Oversee implementation and development of finance data lakes, data pipelines, and governance frameworks
- Design and implement KPIs, dashboards, and control frameworks for finance data monitoring and reporting
- Translate business requirements into technical data models and solutions
- Lead data profiling, data quality assessments, and validation using SQL, Excel, and analytics tools
- Document finance data processes, data models, and project deliverables
- Collaborate with project managers, cross-functional teams, and senior client stakeholders
- Interpret financial reports and statements in the context of data analytics and governance
- Provide guidance on financial consolidation, cost allocation, finance planning, and budgeting as related to data integration
- Support month-end, quarter-end, and year-end close activities
- Lead Chart of Accounts design and finance data architecture initiatives
- Manage and mentor junior consultants and analysts
- Prioritize and manage multiple projects in a fast-paced environment
- Collaborate with senior client stakeholders across industries and geographies to enable data-driven decision-making
Requirements
What you’ll need- CA, CFA, CPA, MBA, or Master’s degree in Finance or related field
- 5–8 years of relevant experience in finance data intelligence, finance analytics, or finance domain
- Advanced skills in Excel, PowerPoint, and SQL
- Strong knowledge of corporate finance processes, ERP systems (SAP, Oracle, etc.), and finance data analytics
- Experience in FP&A, Financial Accounting, and Reporting domains is highly desirable
- Proven experience in consulting or finance data intelligence leadership roles
- Strong leadership and stakeholder management skills
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills with attention to detail
- Knowledge of AI models and understanding of GENAI, ML, and Agentic in Finance
- Hands-on experience with ERP systems (SAP, Oracle), financial consolidation tools (HFM), and finance data lake platforms is desirable
- Experience leading finance transformation, ERP implementation, and data governance initiatives is desirable
- Project management certification or experience is desirable
- Willingness to travel domestically and internationally as required
Benefits
Comp & perks- Support, coaching, and feedback from experienced leaders and colleagues
- Opportunities to develop new skills and advance your career
- Flexibility to manage your role in a way that suits you
- Individual progression plan
- Education, coaching, and practical experience
- Challenging assignments in an interdisciplinary environment focused on quality and knowledge sharing