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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial planning and analysis capabilities, with proficiency in forecasting processes and tools. Possesses a solid foundation in accounting or finance, complemented by effective communication and organizational skills.
Highest-signal resume keywords
Accounting DegreeFinance DegreeFinancial Planning & AnalysisMicrosoft ExcelInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ForecastingFinancial AnalysisDocumentationGAAP ProjectionsMulti-Year Planning
Soft Skills
Communication SkillsTeam CollaborationOrganizational SkillsTime ManagementInitiative
Tools & Technologies
Microsoft Office SuiteExcelWord
Industry Keywords
Financial ServicesFP&AConfidentiality
About the role
Key responsibilities & impact- Assist with preparation and tie-outs of monthly forecast packages
- Assist with preparations for the Multi-Year Plan process
- Assist with testing and implementation of a new forecasting tool/system and process
- Assist with monthly and quarterly forecasting and quarterly close activities
- Assist with ad hoc requests, special projects, and other financial planning and analysis duties
- Perform other FP&A-related duties as assigned
- Report to the Director, FP&A GAAP Projections & Analysis
- Work with members of the Financial Planning & Analysis Department and interact with management throughout the organization
Requirements
What you’ll need- Accounting or Finance degree major
- GPA of 3.0 or greater on a 4.0 scale within major
- Interest in a career within the financial services industry preferred
- Strong interpersonal and communication (verbal and written) skills
- Highly motivated and demonstrated ability to take initiative
- Willingness to learn
- Ability to work as part of a team with professionals at all levels
- Ability to work on multiple tasks
- Organizational and time management skills
- Intermediate/advanced skills in Microsoft Office Suite, including Excel and Word
- Ability to maintain confidentiality
- Ability to create complete and accurate documentation of work performed
Benefits
Comp & perks- Flexible in-office, hybrid, and remote work arrangements
- Reasonable accommodations for applicants and candidates with disabilities
- Professional development
- Networking opportunities