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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive finance experience with a focus on R&D, including advanced financial modeling, process redesign, and the ability to influence senior stakeholders. Proficient in utilizing AI tools and financial visualization technologies to enhance operational efficiency and strategic decision-making.
Highest-signal resume keywords
R&D Financial PartnershipAdvanced Financial ModelingAI Tools UtilizationTeam LeadershipProcess Redesign
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 ModelingUnderstanding of Financial StatementsR&D Cost Drivers AnalysisProcess RedesignData VisualizationAI and LLM Cost ManagementBudgeting and ForecastingCapitalized Software DevelopmentCloud Hosting Cost AnalysisSoftware License Management
Soft Skills
Influencing Senior StakeholdersClear CommunicationCoaching and MentoringCollaboration Across Time ZonesAccountability
Tools & Technologies
Google SheetsGitLabNetSuiteSisenseAdaptive PlanningFinancial Visualization Tools
Certifications & Qualifications
MBACFACPA
Industry Keywords
Enterprise SaaS FinanceR&D InvestmentFinancial Planning and AnalysisVendor CommitmentsOrganizational Design
Tech Stack
Tools & technologiesCloudSQL
About the role
Key responsibilities & impact- Serve as finance advisor to the CTO and R&D leadership
- Hold partners accountable for execution against plan and connect R&D priorities to company financial targets
- Lead annual planning and rolling forecasts for R&D
- Own the operating plan across headcount, compensation, contractors, hosting and cloud, AI and LLM costs, software, and tooling
- Build frameworks connecting R&D investment to product roadmap outcomes
- Evaluate business cases for new initiatives, AI capabilities, build-versus-buy decisions, and vendor commitments
- Present risks and opportunities to leadership
- Define and track R&D efficiency metrics
- Identify and execute large-scale savings and reallocation opportunities
- Partner with People and R&D leaders on hiring plans, location strategy, and organizational design
- Lead the AI transformation of R&D finance
- Redesign FP&A processes, policies, planning, and reporting systems
- Collaborate with Accounting on capitalized software, accruals, and allocations, and with Procurement on process improvements
- Hire and coach R&D finance team members, set goals and priorities, and provide expert feedback
- Collaborate asynchronously across time zones
Requirements
What you’ll need- Extensive finance experience, including serving as the lead finance partner to an R&D, Engineering, or Product organization
- Experience leading a team of analysts
- Strong understanding of financial statements, accounting principles, and R&D cost drivers, including engineering headcount, cloud hosting, AI and LLM usage, software licenses, and capitalized software development
- Experience leading process redesign and change in a finance team
- Hands-on use of AI tools to improve how work gets done
- Expertise in influencing senior technical stakeholders and translating complex analysis into clear recommendations for executives
- Advanced financial modeling skills following industry best practices
- Expertise in Google Sheets
- Hands-on experience with financial and data visualization tools
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Comfort working remotely and asynchronously
- Ability to use GitLab
- Preferred: enterprise SaaS finance; direct CTO partnership; NetSuite, Sisense, Adaptive Planning, or SQL; MBA, CFA, or CPA qualification
Benefits
Comp & perks- Benefits to support your health, finances, and well-being
- Flexible Paid Time Off
- Team Member Resource Groups
- Equity Compensation & Employee Stock Purchase Plan
- Growth and Development Fund
- Parental Leave