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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial modeling skills, including three-statement models and DCF analysis, while effectively partnering with various departments to drive strategic financial planning and forecasting. Proficient in translating complex financial data into actionable insights for non-finance stakeholders.
Highest-signal resume keywords
Advanced Financial ModelingInvestment Banking ExperienceExpert Proficiency in ExcelVariance AnalysisKPI Dashboard Development
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 ModelingVariance AnalysisThree-Statement ModelsDCF AnalysisTransaction AnalysisBudgetingForecastingAccounting PrinciplesCash Flow ForecastingData Reporting Automation
Soft Skills
MentoringCommunicationCollaboration
Tools & Technologies
ExcelPowerPoint
Industry Keywords
Investment BankingPrivate EquityCorporate DevelopmentTransaction AdvisoryYouth SportsEducationConsumer ServicesMembership-Based Business Models
About the role
Key responsibilities & impact- Own the company's planning and forecasting cycle
- Lead the annual budget and rolling forecast process across all business lines
- Partner with department heads on revenue, headcount and capital plans
- Own monthly and quarterly reporting packages for the CFO, executive team, board and lenders
- Perform variance analysis against budget, forecast and prior year
- Build and maintain the integrated three-statement operating model and long-range plan
- Develop KPI dashboards for enrollment, retention, pricing, program yield, camp and event attendance, and campus utilization
- Analyze unit economics by program and sport to inform pricing, capacity and resource allocation
- Support cash flow forecasting, covenant compliance and capital expenditure planning
- Improve planning tools, data flows and reporting automation
- Source, screen and evaluate acquisition, joint venture and partnership opportunities
- Build transaction models and prepare investment committee and board materials
- Manage financial, commercial and operational diligence workstreams with internal teams and outside advisors
- Support post-close integration planning and track completed deals against the investment case
- Build business cases for organic growth initiatives
- Track the youth sports, sports education and private school landscape, competitors, valuations and potential targets
- Serve as a finance partner to leaders across athletics, academics, admissions, camps and marketing
- Translate complex analysis into recommendations for non-finance stakeholders
- Mentor and develop analysts as the team grows
Requirements
What you’ll need- 2+ years of experience in investment banking, FP&A, corporate development, private equity, transaction advisory or a comparable analytical finance role
- Advanced financial modeling skills, including three-statement models, DCF and transaction analysis
- Expert proficiency in Excel and PowerPoint
- Strong grasp of accounting principles and how the three financial statements connect
- Bachelor's degree in Finance, Accounting or Economics (preferred)
- Investment banking experience, ideally including live M&A transaction work (preferred)
- Experience in a private equity-backed or multi-site, multi-business-line company (preferred)
- Exposure to education, sports, hospitality, consumer services or membership-based business models (preferred)
- Genuine interest in developing young athletes and students is a plus
Benefits
Comp & perks- Remote work arrangement
- Travel to the Bradenton campus once a month