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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) and Enterprise Performance Management (EPM), with a strong focus on process improvement, strategic planning, and technology-enabled solutions. Proven ability to lead teams, manage client engagements, and deliver high-quality financial processes and projects.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Enterprise Performance Management (EPM)Budgeting And ForecastingFinancial ModelingConsulting Experience
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 PlanningBudgetingForecastingFinancial ModelingScenario AnalysisManagement ReportingBusiness Performance AnalysisCapital PlanningInvestment AnalysisProcess Improvement
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsInterpersonal SkillsSolutions-Oriented Mindset
Tools & Technologies
AnaplanOracle EPM CloudOneStreamTagetikData Integration
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Life SciencesStrategic PlanningLong-Range PlanningAnnual Operating Planning (AOP)Executive Presence
Tech Stack
Tools & technologiesCloudOracle
About the role
Key responsibilities & impact- Deliver complex FP&A and Enterprise Performance Management (EPM) projects
- Guide clients through redesigning FP&A processes and implementing technology-enabled planning, budgeting, and forecasting solutions
- Transform financial planning capabilities and optimize decision-making processes
- Build scalable frameworks that drive organizational performance
- Lead the effective management and delivery of financial processes, solutions, and projects
- Ensure quality and risk management while driving continuous process improvement
- Guide teams and supervise others delivering complex technical initiatives
- Deliver agreed activities and apply judgment to inform recommendations
- Coordinate the work of junior colleagues or team members
- Ensure deliverables meet client service, quality, and risk management standards
- Support client engagements and meet performance objectives
Requirements
What you’ll need- Bachelor’s degree required in Finance, Accounting, Economics, or Business; Master’s degree preferred
- Minimum 2 years of combined industry and consulting experience in financial planning and analysis
- Experience in Life Sciences
- Experience with strategic planning, long-range planning, and annual operating planning (AOP)
- Experience with budgeting, forecasting, and rolling forecast processes
- Experience with financial modeling and scenario analysis
- Experience with management reporting and business performance analysis
- Experience with capital planning and investment analysis
- Strong FP&A functional background from corporate finance roles
- Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions
- Proven track record translating business challenges into improved planning and decision-making processes
- Strong analytical and problem-solving capabilities
- Experience working with EPM platforms is a plus, such as Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions
- Excellent written and verbal communication skills with executive presence
- Willingness to travel to meet client needs
- CPA, CFA, or MBA credentials are advantageous
- Familiarity with data integration, cloud computing, or system architecture is advantageous
- Exceptional interpersonal skills with C-suite executives and finance teams
- Proactive, solutions-oriented mindset with strong executive presence
Benefits
Comp & perks- Medical and dental coverage
- Pension and 401(k) plans
- Wide range of paid time off options
- Professional growth
- Personal fulfillment
- Inclusive culture
- Reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities
