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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, with a strong focus on recurring revenue metrics, advanced financial modeling, and data analysis using tools like SQL and Power BI. Proven ability to collaborate across departments and automate reporting processes while ensuring data quality and compliance with financial standards.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Excel ProficiencySQL ProficiencyPower BI Or Tableau ProficiencyUnderstanding Of ASC 606
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 ModelingDriver-Based ForecastsScenario AnalysisRecurring Revenue ReportingData ReconciliationRevenue ForecastingChurn AnalysisBookings Vs. Billings AnalysisAutomated ReportingData Validation
Soft Skills
Excellent Communication SkillsAttention To DetailSound JudgmentProactive AttitudeCollaborative Mindset
Tools & Technologies
CRM SystemsBilling SystemsGeneral LedgerPlanning ToolsGenerative AILow-Code ToolsPythonR
Certifications & Qualifications
MBACFACPA
Industry Keywords
SaaSSubscription BusinessRecurring RevenueDeferred RevenueCustomer HierarchiesContract Hierarchies
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Build and maintain monthly and quarterly recurring revenue reporting and forecasts
- Analyze recurring revenue movements and explain variances to plan, forecast, and prior periods
- Reconcile recurring revenue and bookings data to billings, deferred revenue, and recognized revenue
- Produce executive-ready dashboards and reporting packages
- Ensure reporting ties across CRM bookings, billing, general ledger, and planning tools
- Own the annual bottom-up revenue forecast for assigned products or segments
- Support annual operating plans and quarterly reforecast cycles
- Develop scenario and sensitivity analyses for churn, pricing, and sales capacity assumptions
- Produce bi-weekly P&L reviews with commentary on drivers, risks, and opportunities
- Track forecast accuracy and refine assumptions and methodology
- Collaborate with Revenue Operations, Accounting, Billing, Sales, Customer Success, Product, and finance leadership
- Automate recurring reports and models and reduce manual effort
- Maintain documentation of metric definitions, model logic, and reporting processes
- Champion data quality and resolve discrepancies across CRM, billing, and planning systems
- Use generative AI, scripting, or low-code tools to accelerate analysis and automation
- Validate AI outputs against source data and follow data security, confidentiality, and responsible AI policies
- Share emerging AI use cases and best practices with the team
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 4–7 years of progressive experience in FP&A, corporate finance, or a related analytical role
- Preferably experience within a SaaS, subscription, or other recurring revenue business
- Strong working knowledge of ARR, churn, bookings vs. billings vs. revenue, and growth dynamics
- Advanced Excel, including dynamic arrays, XLOOKUP/INDEX-MATCH, Power Query, and auditable model design
- Advanced financial modeling, driver-based forecasts, and scenario analyses
- SQL proficiency to query, join, and validate data
- Proficiency with Power BI or Tableau
- Working understanding of ASC 606 and deferred revenue concepts
- Understanding of customer and contract hierarchies and recurring revenue data flows
- Working knowledge of Python or R for data analysis and automation is a plus
- MBA, CFA, or CPA is a plus
- Excellent written and verbal communication skills
- Strong attention to detail, sound judgment, and ability to manage multiple priorities
- Collaborative, curious, proactive, and ownership-oriented
- Presence in-office at least 4 days per week
Benefits
Comp & perks- 401(k) savings plan with company contributions
- Medical insurance
- Dental insurance
- Vision insurance
- Life and disability coverage
- Paid time off
- Tuition reimbursement
- Wellness programs
- Bonus or commission opportunities may be available depending on the role
- Inclusive workplace and equal employment opportunities
