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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in three-statement modeling, driver-based forecasting, and scenario analysis, with a strong foundation in accounting principles. Capable of managing the budget cycle, producing executive-level reporting, and collaborating with cross-functional teams in a regulated financial services environment.
Highest-signal resume keywords
Three-Statement ModellingDriver-Based ForecastingData StructuringBudget ManagementCapital Markets Exposure
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Three-Statement ModellingDriver-Based ForecastingScenario AnalysisAccounting PrinciplesData AnalysisBudget ManagementFinancial ReportingM&A ModellingCash Flow AnalysisVariance Analysis
Soft Skills
Clear CommunicationAttention to DetailOwnership
Tools & Technologies
NetSuiteBI ToolsSQLPythonData Warehouse
Certifications & Qualifications
ACAACCACIMACFA
Industry Keywords
FP&AStrategic FinanceTransaction ServicesRegulated Financial ServicesEquity FundraisingDebt FacilitiesInvestor ReportingPaymentsRemittanceLending
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Run the monthly forecast and integrated three-statement model covering cash runway, revenue, headcount and provider costs
- Keep models reconciled to actuals and documented to a clear standard
- Own the budget-versus-actuals cycle end to end, including gathering commentary, challenging variances and holding budget owners accountable
- Produce the monthly management pack and KPI reporting for the executive team and Board
- Prepare investor and lender reporting, including covenant and facility tracking
- Partner with budget owners across Growth, Product, Operations and Risk on plans, forecasts and spend
- Build business cases for new products, corridors, markets and partnerships, including scenario and sensitivity analysis
- Support fundraising, M&A modelling and diligence
- Pull, structure and automate recurring data from NetSuite, the data warehouse and operational systems
- Use AI where it saves time and improves accuracy
- Report directly to the Head of Strategic Finance and FP&A and provide direct exposure to executive, Board, investor and lender decision-making
Requirements
What you’ll need- 3–5 years in FP&A, strategic finance, transaction services or a modelling-heavy consultancy role (Big 4, strategy or deals)
- Excellent three-statement modelling skills, including driver-based forecasting, scenario and sensitivity analysis
- Solid accounting foundations, including linking P&L, balance sheet and cash flow and reconciling forecasts to the ledger
- Strong data skills and confidence with large datasets
- Ability to pull and structure data independently
- Clear, direct communication with non-finance stakeholders
- High ownership and attention to detail
- Capital markets exposure, including equity fundraising, debt facilities, investor reporting or M&A diligence is nice to have
- Experience in payments, remittance, lending or another regulated financial services business is nice to have
- NetSuite, BI tools, SQL or automation experience (Python or similar) is nice to have
- Professional qualification (ACA, ACCA, CIMA or CFA) is nice to have
- Right to work in the location applied for
Benefits
Comp & perks- Hybrid working model, typically requiring 1–2 days a week in the office
- Visa sponsorship may be provided on some roles on a case-by-case basis
