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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, with a strong focus on SaaS unit economics, financial modeling, and cross-functional collaboration. Proven ability to influence decisions and improve data quality while serving as a trusted advisor within FP&A teams.
Highest-signal resume keywords
FP&A ExperienceFinancial Modeling SkillsSaaS Unit EconomicsSQL SkillsBI Tools 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 ModelingDriver-Based Forecasting3-Statement ModelingScenario AnalysisData Quality Improvement
Soft Skills
Excellent CommunicationInfluencing Without Authority
Tools & Technologies
FP&A PlatformsERP Systems
Certifications & Qualifications
MBACFA
Industry Keywords
B2B SaaSGTM StrategyBudget StrategyInvestment Decisions
Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Support the end-to-end financial planning process for GTM from brief to delivery
- Set quality standards and accountability mechanisms for financial planning
- Help define the 6–12 month financial strategy for the domain
- Validate assumptions with business partners and translate strategy into financial outcomes and leading indicators
- Build business cases for major investments with clear assumptions, risk quantification, and second-order effects
- Support the design and improvement of planning processes, tooling, and data definitions
- Support cross-functional analyses with clear milestones and owners
- Resolve forecast disagreements with principled rationale and tailored financial narratives
- Partner with functional budget owners to ensure data quality, metric consistency, and alignment on assumptions
- Serve as a trusted advisor and domain owner within Mixpanel’s FP&A team
Requirements
What you’ll need- Must be located in the San Francisco Bay Area or New York City
- 3-5 years of FP&A or Strategic Finance experience at a B2B SaaS company
- Ability to support the design of planning processes and frameworks and influence decisions across teams without direct authority
- Expert-level financial modeling skills
- Fluency in SaaS unit economics, driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis
- Strong experience supporting GTM
- Experience partnering with senior functional leaders on budget strategy and investment decisions
- Strong SQL skills
- Experience working with BI tools, FP&A platforms, and ERP systems
- Ability to specify data needs and improve data quality upstream
- Excellent communication skills and ability to distill complex financial analysis into crisp narratives for executive audiences
- BS/BA in Economics, Finance, Accounting, or related field; MBA or CFA a plus
Benefits
Comp & perks- Comprehensive Medical, Vision, and Dental Care
- Mental Wellness Benefit
- Generous Vacation Policy & Additional Company Holidays
- Enhanced Parental Leave
- Volunteer Time Off
- Pre-Tax Benefits including 401(K)
- Wellness Benefit
- Holiday Break