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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering Virtual CFO services, including financial planning, budgeting, forecasting, and management reporting, while applying US GAAP standards. Proven ability to lead financial review discussions and drive process improvements using advanced financial reporting technologies.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)US GAAP KnowledgeBudgeting And ForecastingFinancial ModellingTeam Supervision And Management
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 AnalysisProfitability InsightsCash-Flow ManagementVariance AnalysisScenario AnalysisIntegrated Financial ModelsKPI Dashboard DevelopmentCost OptimizationInvestment AnalysisBudget Preparation
Soft Skills
Excellent Communication SkillsPresentation SkillsCommercial Awareness
Tools & Technologies
ExcelPower QueryPower BIFathomAutomation Tools
Certifications & Qualifications
CAUS CPACFAUS CMAACCAMBA Finance
Industry Keywords
Virtual CFO ServicesFinancial Performance ReviewsUS-Based ClientsBig 4 ExperienceCPA Firm Experience
About the role
Key responsibilities & impact- Deliver Virtual CFO services to US-based clients
- Lead client budgeting, financial planning, forecasting, and periodic financial performance reviews
- Develop integrated financial projections and conduct scenario analysis
- Prepare and review monthly management reports, KPI dashboards, and actual-versus-budget variance analysis
- Analyze profitability, revenue trends, operating costs, and working capital
- Monitor cash flows, liquidity, funding requirements, and financial risks
- Support strategic decisions through financial modelling, investment analysis, pricing assessments, and cost optimization
- Apply US GAAP knowledge to review financial information and ensure reliable management reporting
- Lead financial review discussions with US-based business owners, CFOs, and senior management
- Supervise and review finance teams' work for accuracy, quality, and timely delivery
- Drive finance process improvements using Excel, Power Query, Power BI, automation, and financial reporting technologies
- Produce budgets, rolling forecasts, integrated financial models, management reports, KPI dashboards, variance analyses, cash-flow forecasts, working-capital assessments, profitability analyses, and strategic recommendations
Requirements
What you’ll need- CA, US CPA, CFA, US CMA, ACCA, MBA Finance, or comparable professional qualification
- 6–12 years of relevant experience, preferably supporting US/UK clients
- Strong experience in FP&A, budgeting, forecasting, financial modelling, management reporting, and cash-flow management
- Good understanding of US GAAP, preferably with experience working with US-based clients in a CPA firm or CAS environment
- Strong commercial awareness and ability to provide financial analysis, profitability insights, and strategic business recommendations
- Excellent communication and presentation skills, with the ability to independently interact with US business owners, CFOs, and senior management
- Experience leading financial review meetings, managing multiple client engagements, supervising teams, and reviewing deliverables
- Proficiency in Excel; experience with Power Query, Power BI, Fathom, and automation tools is preferred
- Big 4, mid-tier, CPA/CAS, or Virtual CFO experience is an advantage
Benefits
Comp & perks- Competitive salary
- Clear career growth path within the firm
- Personal and professional skills development and training support