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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, including budgeting, forecasting, and financial modeling. Proficient in using NetSuite and Power BI for data analysis and reporting, with strong attention to detail and problem-solving abilities.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)NetSuite Financial ReportingPower BI Dashboard DevelopmentAdvanced Excel SkillsSQL Data Analysis
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Support annual budgeting, recurring forecasts, and long-term financial planning
- Build and maintain financial models evaluating revenue, expenses, profitability, and business initiatives
- Analyze actual results against budget, forecast, and prior periods
- Explain key drivers and variances
- Prepare monthly management reporting with insights into performance, risks, and opportunities
- Analyze sales performance by customer, product, channel, and other business segments
- Identify trends in revenue, volume, pricing, product mix, and gross margin
- Develop dashboards and recurring KPI reports
- Perform ad hoc analysis on customer profitability, operational efficiency, and growth opportunities
- Translate business questions into analyses and practical recommendations
- Present results and business implications to stakeholders
- Use NetSuite to extract, organize, and analyze financial and transactional data
- Create and maintain NetSuite saved searches, reports, and dashboards
- Combine NetSuite data with other business data sources, validate accuracy, reconcile reporting to financial results, and investigate discrepancies
- Document metric definitions, data sources, and reporting logic
- Support planned Microsoft Fabric implementation by gathering requirements, defining reporting needs, prioritizing analytics use cases, and partnering with technical teams
- Validate migrated data, test datasets and dashboards, reconcile new reporting with existing sources, and contribute to Power BI dashboards and shared reporting datasets
- Identify opportunities to automate recurring reporting and reduce manual spreadsheet work
- Help users understand and adopt new reports, dashboards, and metric definitions
- Use approved AI and automation tools to accelerate analysis, reporting, and documentation while verifying outputs
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience
- 2–4 years of experience in FP&A, financial analysis, business analytics, or a similar role
- Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis
- Strong Excel skills, including financial modeling, pivot tables, and advanced formulas
- Solid understanding of financial statements, accounting fundamentals, and business performance metrics
- Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP
- Strong data skills, including the ability to clean, combine, validate, and analyze datasets and understand relationships across data sources
- Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders
- Strong attention to detail, problem-solving skills, and ability to manage competing priorities
- Familiarity with Microsoft Fabric; experience supporting a data or analytics platform implementation is a plus
- Experience building reports and dashboards in Power BI
- Experience using SQL to query, join, and analyze data
- Familiarity with Power Query or other tools used to automate data preparation and reporting
- Experience analyzing sales, customer profitability, pricing, and product margins
- Experience gathering reporting requirements, validating data, and supporting user acceptance testing
Benefits
Comp & perks- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) with company match
- Life insurance
- Generous paid time off
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 ModelingData ValidationBudgetingForecastingSales Performance AnalysisKPI ReportingU.S. GAAP KnowledgeData CleaningBusiness Performance MetricsAd Hoc Analysis
Soft Skills
Attention To DetailProblem-SolvingCommunicationStakeholder EngagementTime Management
Tools & Technologies
NetSuitePower BIMicrosoft FabricSQLPower Query
Industry Keywords
Financial AnalysisBusiness AnalyticsAccounting FundamentalsRevenue AnalysisOperational Efficiency