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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and enhancing complex financial models, leveraging data analytics for strategic decision-making, and effectively communicating insights to senior leadership. Proven ability to lead cross-functional collaboration and mentor finance professionals in a dynamic environment.
Highest-signal resume keywords
Financial ModelingData AnalysisCross-Functional LeadershipForecastingSQL
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Own the development, maintenance, and enhancement of comprehensive revenue forecasting models, including drivers, scenarios, sensitivities, and long-range planning
- Manage lending portfolio balance and roll-forward models covering originations, repayments, prepayments, charge-offs, loss curves, delinquency trends, and credit-performance assumptions
- Partner with Credit, Product, Data, Accounting, Operations, and business leaders to improve forecast inputs and identify risks and opportunities
- Lead strategic financial analysis supporting business planning, capital allocation, growth initiatives, pricing, product decisions, partnerships, and potential M&A opportunities
- Develop forecast narratives and communicate drivers, variances, risks, and opportunities to senior leadership
- Prepare materials for executive, investor, and Board discussions
- Improve scalability, transparency, governance, and documentation of financial models and planning processes
- Automate analyses and improve modeling workflows
- Help evaluate and support migration of planning models into platforms such as Anaplan or Pigment
- Mentor and develop finance team members
- Identify improvements to forecasting, planning, modeling, and financial decision-making
- Use AI and automation to accelerate analysis, validate models, improve documentation, and surface insights
Requirements
What you’ll need- 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field
- Demonstrated expertise building complex, driver-based financial models and cost-benefit analyses
- Strong experience in lending, consumer credit, structured finance, or a related financial-services environment
- Experience with portfolio balances, roll-forwards, loss curves, charge-offs, delinquency trends, and credit-performance assumptions
- Strong experience using data to understand business performance, evaluate scenarios, and identify forward-looking risks and opportunities
- Experience using SQL, Python, R, dbt, or similar tools to automate, validate, or analyze financial models
- Ability to translate complex financial analysis into clear recommendations for executive and Board-level audiences
- Experience preparing senior leadership or Board materials, including forecast updates, financial-performance presentations, and strategic analyses
- Strong cross-functional leadership skills across Finance, Credit, Product, Operations, Data, and executive leadership
- Advanced Excel and presentation skills
- Strong analytical judgment, problem-solving skills, and attention to detail
- Nice-to-have: M&A, corporate development, investment banking, private equity, or transaction-modeling experience
- Nice-to-have: Experience in a high-growth, technology-enabled financial services or fintech environment
- Nice-to-have: Experience managing, mentoring, or developing finance professionals
- Nice-to-have: Experience with Anaplan, Pigment, or similar enterprise forecasting platforms
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is nice to have
- MBA, CFA, CPA, or similar advanced credential is nice to have
- Nice-to-have: Experience using AI-enabled finance, analytics, or productivity tools
- Nice-to-have: Experience using ChatGPT, Copilot, or similar tools
Benefits
Comp & perks- Medical, Dental & Vision Insurance
- 401(k) including company match
- Flexible PTO and Parental Leave
- Company-paid Life & Disability Insurance
- Competitive compensation and benefits package supporting physical, financial, and professional well-being
- AI tools and experimentation encouraged to improve work and productivity
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 Planning & AnalysisDriver-Based Financial ModelsCost-Benefit AnalysisPortfolio ManagementCredit-Performance AssumptionsLoss CurvesCharge-OffsDelinquency TrendsAdvanced ExcelPresentation Skills
Soft Skills
Analytical JudgmentProblem-SolvingAttention to DetailCommunicationMentoring
Tools & Technologies
SQLPythonRDbtAnaplanPigmentAI-Enabled Finance ToolsChatGPTCopilot
Certifications & Qualifications
MBACFACPA
Industry Keywords
FP&AStrategic FinanceCorporate FinanceInvestment BankingPrivate EquityFintechConsumer CreditStructured FinanceM&AHigh-Growth Financial Services