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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, budgeting, and forecasting, with a strong ability to analyze performance and provide actionable insights. Proficient in building financial models and developing executive-level reporting to support strategic decision-making.
Highest-signal resume keywords
Financial PlanningBudgetingForecastingFinancial ModelingExecutive Communication
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 AnalysisKPI Dashboard DevelopmentAccrual AccountingCash Flow ProjectionsManagement ReportingBudget-to-Actual AnalysisRevenue ForecastingUnit Economics AnalysisStrategic Decision EvaluationAttention to Detail
Soft Skills
Analytical JudgmentCommunication SkillsCollaborationProblem-SolvingIndependence
Tools & Technologies
ExcelGoogle SheetsQuickBooksNetSuiteRampBill.com
Certifications & Qualifications
CPACFACMAMBA
Industry Keywords
SaaSHealthcare TechnologyVenture-BackedRevenue-Cycle OperationsFinancial Reporting Automation
About the role
Key responsibilities & impact- Lead Medsien’s financial planning, budgeting, forecasting, and management reporting processes
- Build and maintain financial models supporting short-term execution and long-term strategic planning
- Develop revenue, expense, headcount, cash-flow, and profitability forecasts
- Analyze company performance against budget, forecast, and prior periods, identifying drivers, risks, and opportunities
- Create financial reports, KPI dashboards, and executive-level insights for company leaders
- Partner with Sales, Operations, Engineering, Marketing, Patient Growth, and other teams on departmental plans and financial accountability
- Evaluate pricing, customer profitability, unit economics, margins, investments, hiring plans, and resource allocation
- Build models for new products, programs, partnerships, and strategic initiatives
- Support cash management, runway planning, scenario analysis, and capital-planning decisions
- Partner with internal and external accounting resources to ensure accurate and timely financial reporting
- Improve the reliability, consistency, and automation of financial data, reporting, and forecasting processes
- Establish scalable financial planning processes and operating rhythms as Medsien grows
- Support board, investor, lender, financing, and due diligence materials as needed
- Serve as a strategic finance partner to leadership by turning financial and operational data into recommendations and decisions
- Report directly to the COO
Requirements
What you’ll need- 6+ years of progressive experience in strategic finance, FP&A, financial planning, or a related finance role
- Strong experience building and maintaining financial models, budgets, forecasts, cash-flow projections, and long-range plans
- Demonstrated ability to analyze business performance, identify meaningful trends, and translate financial data into actionable recommendations
- Experience developing management reporting, KPI dashboards, budget-to-actual analyses, and executive-level financial presentations
- Strong understanding of financial statements, accrual accounting, revenue, expenses, cash flow, and the relationship between operational and financial performance
- Experience partnering with business leaders to evaluate investments, headcount, pricing, resource allocation, and other strategic decisions
- Advanced Excel or Google Sheets skills, including the ability to build reliable and scalable financial models
- Strong analytical judgment, attention to detail, and ability to independently manage recurring planning and reporting processes
- Strong executive communication skills and the ability to explain complex financial information clearly to non-finance leaders
- Ability to work hands-on in a fast-growing organization while building more scalable financial processes and reporting systems
- Nice-to-have: experience at a high-growth, venture-backed, SaaS, technology-enabled services, or healthcare technology company
- Nice-to-have: understanding of healthcare economics, medical billing, claims, reimbursements, or revenue-cycle operations
- Nice-to-have: experience supporting recurring, usage-based, per-member, or service-based revenue
- Nice-to-have: experience analyzing unit economics, customer profitability, gross margins, pricing, and contribution margins
- Nice-to-have: experience with workforce planning, capacity modeling, sales commissions, and departmental budgeting
- Nice-to-have: experience preparing reporting and financial materials for executives, boards, investors, or lenders
- Nice-to-have: experience supporting fundraising, financing, due diligence, or strategic transactions
- Nice-to-have: familiarity with QuickBooks, NetSuite, Ramp, Bill.com, or similar platforms
- Nice-to-have: experience improving financial data quality, reporting automation, and cross-functional planning processes
- Nice-to-have: CPA, CFA, CMA, MBA, or another relevant finance credential
Benefits
Comp & perks- Competitive USD salary
- Generous vacation and PTO policies
- Fully remote work opportunities
- Training, mentorship, and coaching from leadership
