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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in corporate finance cycle management, including financial forecasting, annual planning, and scenario analysis, while effectively communicating complex financial concepts to non-finance stakeholders. Proven ability to redesign finance processes and drive cross-functional alignment on financial metrics and data hygiene.
Highest-signal resume keywords
7+ Years In FP&AStrong Modeling SkillsAdvanced Google SheetsDeep Understanding Of SaaS MetricsWorking Knowledge Of SQL
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 ForecastingAnnual PlanningScenario Analysis3-Statement ModelsUS GAAPCore Accounting PrinciplesData AnalysisFinancial ReportingCapital AllocationMetric Definition
Soft Skills
Cross-Functional CommunicationProblem-SolvingLeadershipCuriosity
Tools & Technologies
Google SheetsExcelAI WorkflowsFinancial Data Systems
Industry Keywords
SaaSUsage-Based BusinessInvestment BankingConsultingPrivate Equity
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the corporate finance cycle end to end, including monthly reporting, driver-based forecasting, annual planning, and scenario analysis
- Redesign finance processes as the company scales
- Frame scenarios for capital, pricing, and headcount decisions and provide recommendations
- Lead annual planning across departments from calendar and templates through consolidation and board-ready output
- Lead cross-functional alignment on metric definitions, reporting dimensions, and financial data hygiene
- Own company-level KPIs and metrics and track the trends driving them
- Drive market and competitor research for pricing and packaging, capital allocation, and financial forecasting
- Communicate complex financial mechanics to non-finance stakeholders and drive cross-functional decisions and leadership buy-in
- Establish budget-management cadence and departmental accountability
- Steer the finance function's AI operating standard and build supporting systems and agents
- Partner with Sales leadership on capacity modeling and KPI tracking
Requirements
What you’ll need- 7+ years in FP&A or strategic finance
- Several years at a SaaS or usage-based business
- Investment banking, consulting, or private equity background preferred
- Strong modeling skills
- Ability to develop frameworks for complex problems and run scenarios
- Ownership of multiple annual planning cycles end to end
- Experience building 3-statement models from scratch with scenario and sensitivity analysis
- Strong working knowledge of US GAAP and core accounting principles
- Advanced Google Sheets or Excel
- Comfort with large datasets and formula-heavy models
- Comfort framing abstract business problems and creating frameworks
- Deep understanding of financial data flows across source systems, warehouse, planning, and reporting layers
- Deep command of SaaS metrics and their drivers
- Working knowledge of SQL
- Hands-on experience building AI workflows adopted by other teams
- Understanding of appropriate human checks in AI workflows
- Experience presenting analysis and recommendations to executive staff
- Track record of driving organization-level impact
- Deep curiosity about the business, product, customers, competitors, and industry trends
Benefits
Comp & perks- Robust benefits
- Participation in Netlify's equity plan
- Compensation philosophy prioritizing fairness and equity
- Performance recognition and rewards
- Market-based compensation
- Equal Opportunity Employer
- Disability accommodation support during interviews
