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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance and accounting processes, with strong skills in SQL and Excel. Capable of leading technical discovery and building trust with finance leaders while leveraging AI tools and automation in workflows.
Highest-signal resume keywords
Finance Or Accounting BackgroundCustomer-Facing SE ExperienceStrong SQL SkillsExperience With AI ToolsCPA Or Equivalent Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Close ReconciliationsFinancial OperationsWorkflow ConfigurationScriptingBuilding With LLMsData AnalysisDemo CreationProofs Of ConceptTechnical Objection HandlingProcess Discovery
Soft Skills
Trust BuildingCommunicationIndependenceRoom Management
Tools & Technologies
ERP PlatformsFP&A PlatformsFinance-Automation Products
Certifications & Qualifications
CPA
Industry Keywords
Close ProcessesReconciliationsIntercompany ReportingFinance LeadersEarly-Stage Startup Experience
Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Lead technical and process discovery with CFOs, Controllers, and accounting teams.
- Understand close processes, reconciliations, intercompany, reporting, and manual work.
- Scope demos based on each prospect’s workflows and data.
- Build and deliver demos and proofs of concept independently, end to end, using prospect data.
- Handle technical, security, and data objections.
- Assess deal fit and identify platform capabilities and gaps before signature.
- Build trusted-domain expertise with finance leaders.
- Create reusable demo templates, discovery frameworks, and assets.
- Provide concrete product input based on insights from deals.
- Work directly with Product, Engineering, and leadership on future development.
Requirements
What you’ll need- A strong background in finance or accounting; experience performing close reconciliations or financial operations, or working closely enough with finance teams to speak their language and understand their pain.
- 4–7+ years of total experience.
- 2 or more years as a customer-facing SE at an ERP or FP&A platform.
- Strong SQL and Excel skills.
- Comfort configuring workflows, writing prompts, or scripting to get an agent working on messy real-world data.
- Experience building with LLMs or AI tools, such as agents, automations, or workflows, and ability to show something made.
- Ability to run a room with senior finance buyers and help them trust and adopt AI in their workflows.
- Comfortable being the only person in the role and building process where none exists yet.
- CPA or equivalent accounting certification preferred.
- Experience at an early-stage startup preferred.
- Experience with close-management or finance-automation products preferred.
Benefits
Comp & perks- A clear path to promotion for leadership and individual contributor roles.
- A hybrid/remote working environment.
- Opportunities to attend conferences, take courses, and participate in other enriching activities for personal and professional growth.
- WFH stipend.
