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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in budget management, financial modeling, and data analysis, with a strong focus on leading cross-functional financial processes and reporting. Proven ability to challenge senior leadership with data-driven insights and maintain strategic relationships.
Highest-signal resume keywords
Budget ManagementFinancial ModelingData AnalysisCross-Functional LeadershipBoard-Level Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Budget Process ManagementFinancial Statement AssemblyP&L Flux ReviewCapital Allocation AnalysisOperating Model DevelopmentOKR Process ManagementM&A ModelingMetric DefinitionSales Capacity ModelingUnit Economics Analysis
Soft Skills
Relationship ManagementData-Driven Decision MakingStrategic ThinkingLeadership Presence
Tools & Technologies
ClaudeAI ToolsFinancial Systems
Industry Keywords
FintechPaymentsHigh-Growth CompanyCapital PlanningCrypto Experience
Tech Stack
Tools & technologiesAssemblyFlux
About the role
Key responsibilities & impact- Own the annual budget and monthly forecast across ten departments
- Roll out quarterly budget review calls
- Build and maintain a driver-based operating model covering payment volume, take rates, contract minimums, subsidies, headcount and vendor spend
- Own quarterly board financials and the monthly management pack
- Lead monthly P&L flux reviews, commentary and financial statement package assembly with accounting
- Run business reviews and quarterly OKR reviews; track commitments and identify misses with data
- Own company and payments metric definitions
- Pull, model and interpret data using Claude and other AI tools
- Lead the financial workstream on acquisitions with Corporate Development
- Lead capital allocation analysis for products, corridors, incentives and build-versus-buy decisions
- Plan capital for licensed entities and flag funding needs
- Approve pricing exceptions outside deal guardrails
- Build the sales capacity and quota model with the CRO
- Support organization design and cross-functional programs for the CFO and CEO
- Lead the Manager of FinOps, RevOps & Finance Systems
- Confirm budget availability on purchase orders above the approval threshold
- Own metrics across volume, monetization, unit economics, retention, growth, efficiency and cash
- Deliver FY27 budget, reforecast, metric dictionary, business reviews, board financials, quarterly budget reviews, OKRs, unit economics and diligence model templates
Requirements
What you’ll need- 8+ years combining strategy consulting (Big Four strategy practice or similar), investment banking, private equity or FP&A
- At least 2–4 years operating in-house at a fintech, payments or high-growth company
- Experience running a budget process end to end with department leaders
- Experience owning board-level reporting
- Strong modeling, including M&A or investment models
- Experience building and running an operating cadence or OKR process across functions
- Hands-on data and AI experience, including Claude or similar tools, to pull, model and analyze data and build reporting directly
- Presence to challenge senior leaders with data and maintain relationships
- Crypto experience (nice to have)
- Capital planning for regulated entities (nice to have)
- Experience managing systems or data builders (nice to have)
Benefits
Comp & perks- Competitive salary and equity
- Comprehensive health coverage for you and your family
- Unlimited PTO
- Dedicated budget for courses, conferences, and certifications
- Remote-friendly work approach
- Top-tier tools and equipment
- Opportunity to grow skills and level up
- Flexible autonomy and focus time
