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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 budget planning, forecasting, and P&L management. Proficient in financial modeling, data analysis, and effective communication with executive leadership.
Highest-signal resume keywords
Financial Planning And AnalysisAdvanced Financial ModelingP&L ManagementSQL Data ManipulationNetSuite Experience
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 ModelingForecastingData AnalysisBudget PlanningP&L ManagementCash Flow ForecastingRisk ManagementFinancial ReportingExcel SkillsPresentation Skills
Soft Skills
Effective CommunicationStrategic ThinkingInfluencing SkillsEntrepreneurial SpiritAbility To Handle Multiple Priorities
Tools & Technologies
NetSuiteOmniSQLPowerPointGoogle Workspace
Certifications & Qualifications
MBACPA
Industry Keywords
Corporate FinanceManagement ConsultingInvestment BankingConsumer CompanyFinancial Rigor
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the integrated 3-statement operating model, annual operating plan and long-range plan
- Run the monthly and quarterly reforecast across subscription, standalone, and wholesale revenue, COGS, opex and cash
- Maintain short-term and 13-week cash flow forecasts and keep liquidity above lender thresholds
- Support Accounting’s monthly and quarterly close processes on the full P&L
- Understand and implement accounting guidance in the company financial plan
- Own and manage full-cycle budget planning and reporting with functional group leaders
- Assist with reporting and presentation materials for Board of Directors and executive leadership meetings
- Develop and participate in long-range planning, annual budgeting, and quarterly forecasting processes
- Implement repeatable operating protocols and systems that enhance financial rigor, enable more thinking and less data manipulation, and maintain appropriate controls while supporting company nimbleness and investment
- Lead high-priority projects for the executive team and own the overall Lovevery P&L
- Work cross-functionally to ensure accurate reporting and flag risks early
- Prepare analyses to support resource allocation, capital investment prioritization, and performance tracking
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent practical experience
- MBA or CPA a plus
- 7+ years of progressive experience in financial planning and analysis, corporate finance, management consulting, or investment banking, including meaningful time in FP&A at a high-growth or consumer company
- Comfort and experience with NetSuite and Omni a plus
- Experience using SQL to extract and manipulate data preferred
- Comprehensive understanding of finance functions, including operations, accounting, processes, risks and controls
- Ability to communicate and influence effectively at executive level, with excellent business judgment and strategic thinking
- Effective financial modeling skills, understanding trends, developing insights and preparing recommendations
- Excellent analytical, presentation and communication skills
- Advanced financial modeling and Excel skills
- Strong PowerPoint and Google Workspace skills
- Ability and genuine excitement to partner with and advise business leaders
- Demonstrated experience in financial modeling, forecasting, analysis, and financial reporting
- Ability to work independently, effectively handle multiple competing priorities and manage deadlines under pressure
- Entrepreneurial spirit and thrives in a fast paced, evolving environment
Benefits
Comp & perks- Competitive salary, benefits and stock option package
- 3 weeks PTO in year 1
- 14 paid holidays
- Generous parental leave
- Any equipment you need to get the job done
- Free/discounted Lovevery products
- Remote working option available anywhere in the US
