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Posted: 9/24/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial modeling capabilities, including three-statement models and DCF, while effectively communicating insights and recommendations to senior leadership. Proficient in SQL and AI tools to enhance reporting and analysis processes.
Highest-signal resume keywords
Advanced Financial ModelingExpert Proficiency In ExcelSQL KnowledgeExperience In Investment BankingCFA Or CPA Certification
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Build and maintain integrated financial models, scenario and sensitivity analyses, and business cases for new products, partnerships, and investments
- Evaluate economics of commercial agreements, including pricing, revenue share, unit economics, and ROI
- Help shape deal terms with business leaders
- Support fundraising, M&A, and capital allocation decisions
- Own monthly and quarterly forecasts for supported areas
- Contribute to the annual budget and long-range plan using driver-based models connecting operational metrics to P&L outcomes
- Lead monthly and quarterly reviews of actuals versus plan and forecast
- Explain variances and flag risks and opportunities to business leaders
- Partner with leadership on market sizing, investment prioritization, and cost optimization
- Prepare executive-, board-, and investor-ready materials
- Use SQL, BigQuery, and AI tools to automate recurring reporting and analysis
- Serve as a finance partner to business leaders and provide recommendations to senior leadership and the CFO
Requirements
What you’ll need- 4+ years of experience in investment banking, corporate development, private equity, strategic finance, or FP&A
- Advanced financial modeling skills, including three-statement models, DCF, scenario analysis, and sensitivity analysis
- Expert proficiency in Excel / Google Sheets
- Solid understanding of accounting and connections between the three financial statements
- Excellent communication and presentation skills
- Working knowledge of SQL or demonstrated ability to learn technical tools quickly
- Hands-on use of AI tools such as Claude, ChatGPT, or Copilot
- Strong ownership, comfort with ambiguity, and builder mindset
- A degree in Finance, Economics, Business, Math, Engineering, or another quantitative discipline
- Experience in investment banking or private equity is preferred
- Experience in technology, fintech, travel, marketplaces, or B2B partnerships is a plus
- Experience with Python and/or BI tools such as Looker or Tableau is a plus
- CFA, CPA, or MBA is a plus
Benefits
Comp & perks- Competitive salary
- Pre-IPO equity packages/options
- 100% employer-paid group insurance premiums
- Life insurance
- Short-term and long-term disability coverage
- HSA covering eligible medical and dental expenses
- Dialogue telemedicine services for employees and dependents
- RRSP plan with automatic pre-tax withdrawals
- Generous parental leave
- Unlimited PTO
- Carrot Cash travel stipend
- On-demand coworking space through FlexDesk
- Work-from-home stipend
- Entrepreneurial culture
- Open communication with management and company leadership
- Small, dynamic teams with significant impact
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 ModelingScenario AnalysisSensitivity AnalysisThree-Statement ModelsDCFAccounting PrinciplesRevenue Share AnalysisUnit EconomicsROI EvaluationBudgeting
Soft Skills
Excellent CommunicationPresentation SkillsStrong OwnershipComfort With AmbiguityBuilder Mindset
Tools & Technologies
SQLBigQueryAI ToolsExcelGoogle SheetsPythonLookerTableauClaudeChatGPT
Certifications & Qualifications
CFACPAMBA
Industry Keywords
Investment BankingCorporate DevelopmentPrivate EquityStrategic FinanceFP&AFintechB2B PartnershipsMarketplacesTravelTechnology