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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in AI-enabled financial planning and forecasting, with a strong foundation in FP&A fundamentals and advanced automation techniques. Proficient in SQL, Python, and modern data stacks, with a focus on delivering production-grade solutions under SOX compliance and data governance.
Highest-signal resume keywords
AI/ML ImplementationFP&A FundamentalsSQL ProficiencyPython ProficiencyEnterprise Planning Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Driver-Based ModelingRolling ForecastsVariance AnalysisTime Series ForecastingRegression AnalysisEnsemble MethodsAgentic SystemsStatistical ModelingData GovernanceAutomation Techniques
Soft Skills
Exceptional CommunicationMentoring
Tools & Technologies
SQLPythonSnowflakeDatabricksDbtAnaplanAdaptivePigmentNetSuiteBI Tools
Certifications & Qualifications
CPACFA
Industry Keywords
FP&ACorporate FinanceFinance SystemsData ScienceFinance EngineeringSOX ComplianceSecurity ReviewFinancial MetricsHuman-In-The-LoopAutomated Insights
Tech Stack
Tools & technologiesERPFluxPythonSQL
About the role
Key responsibilities & impact- Define the multi-year architecture and roadmap for AI-enabled planning, forecasting, and reporting
- Prioritize use cases by value, feasibility, and risk
- Architect driver-based, ML-assisted forecasts for revenue, headcount, opex, and cash
- Combine statistical models with LLM workflows and benchmark against human forecasts
- Build agentic workflows for variance commentary, flux analysis, scenario modeling, board and QBR narratives, and ad-hoc financial questions
- Work with Data Engineering on governed data models connecting the GL, billing, CRM, HRIS, and planning tools
- Establish evaluations, human-in-the-loop checkpoints, lineage, and audit trails meeting SOX, security, and privacy requirements
- Drive build-vs-buy decisions across planning platforms, LLM providers, and orchestration frameworks
- Mentor analysts and engineers, create reusable patterns and templates, and drive AI adoption across Finance
- Report on cycle-time reduction, forecast accuracy, analyst capacity freed, and decision latency
- Partner with the CFO organization, FP&A, Accounting, Data, and Engineering
- Lead technical and process architecture transforming FP&A into an automated, insight-generating function
Requirements
What you’ll need- 10+ years in FP&A, corporate finance, finance systems, data science, or finance engineering, including 3+ years designing or leading AI/ML or advanced automation for finance
- Strong FP&A fundamentals: driver-based modeling, operating plans, rolling forecasts, SaaS or fintech metrics, variance analysis
- Hands-on experience with LLMs and agentic systems (prompting, RAG, tool use, evals) and classical forecasting (time series, regression, ensembles)
- Proficiency in SQL and Python, a modern data stack (e.g., Snowflake, Databricks, dbt), and BI tools
- Experience with enterprise planning platforms and ERP/GL systems
- Track record shipping production-grade solutions under SOX, data governance, and security review
- Exceptional communication: able to explain model behavior to a CFO and system design to an engineer
- CPA, CFA, or an advanced quantitative degree listed as nice to have, not required
- Expert/Transformer-level AI fluency, including advanced experience with Anthropic, OpenAI, Gemini, agent frameworks, MCP, Python, and SQL
- Proficiency in Snowflake, Databricks, dbt, planning platforms such as Anaplan, Adaptive, and Pigment, ERP/GL systems such as NetSuite, and BI tools
Benefits
Comp & perks- Competitive base pay
- Benefits
- Equity (RSUs)
- Health insurance
- 401(k)
- Hybrid work arrangement
- Secure, reliable, and consistent internet connection support when approved to work outside a Gusto office
- Reasonable accommodations for qualified individuals with disabilities and disabled veterans
