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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, analysis, and revenue recognition compliance, with a strong ability to translate complex financial data into actionable insights for non-finance stakeholders. Proficient in collaborating across finance and business units to drive performance improvements and support strategic decision-making.
Highest-signal resume keywords
FP&A ExperienceAdvanced Excel SkillsFinancial Reporting Tools (Qlik)Revenue Recognition KnowledgeStrong Communication Skills
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 AnalysisMargin AnalysisForecastingCost AnalysisUtilization AnalysisScenario PlanningData Accuracy ImprovementRevenue AssuranceContract StructuresPricing Strategies
Soft Skills
Influencing Without AuthorityCoachingProblem-SolvingAttention to DetailTime Management
Tools & Technologies
QlikBusiness Intelligence ToolsFinancial Reporting Systems
Certifications & Qualifications
CPAMBA (In Progress)
Industry Keywords
Professional ServicesConsultingStaffingUtilization-Based EnvironmentMargin-Based Environment
About the role
Key responsibilities & impact- Provide proactive financial reporting, analysis, and actionable guidance to Operating Group and Business Unit leaders
- Build and deliver scenario-planning models covering revenue visibility, revenue waiting to be recognized, financial risks, end-of-term adjustments, and future opportunities
- Analyze sold margin, resource margin, margin contribution, cost, utilization, financial risk, and account-level performance
- Provide weekly reporting decks, financial read-outs, forecast support, and other performance reporting
- Identify and escalate contract leakage, project and account issues, revenue-recognition risks, and other financial risks
- Partner with Project Accountants on revenue assurance, billable project setup, reporting accuracy, and complex project and account issues
- Support Finance, Treasury, and FP&A processes through risk identification, forecasting, reconciliations, and board-level metrics
- Advise leaders on revenue-recognition compliance, contract structures, pricing, and discount arrangements
- Respond to ad hoc financial reporting and analysis requests
- Model proposed investments on billable project codes and manage turnaround expectations
- Coach and support Project Accountants on prioritization, service delivery, complex account issues, and stakeholder conversations
- Build financial literacy among non-finance stakeholders
- Identify reporting and systems gaps, escalate data-accuracy concerns, and improve Qlik and other reporting infrastructure
- Influence and guide stakeholders without formal authority
- Work within a hybrid model, sometimes at home and sometimes in the office
- Collaborate with Finance, Treasury, FP&A, Project Accounting, Staffing, delivery, sales, technology, and business leadership teams
Requirements
What you’ll need- Demonstrated experience in FP&A, accounting, financial analysis, or a comparable business-unit finance role, ideally with 3–5 years of experience
- Bachelor’s degree in Accounting, Finance, or a related field, or comparable experience
- Advanced Excel skills
- Experience with financial reporting or business intelligence tools, including Qlik or a similar platform
- Experience understanding income statements, planning processes, forecasts, and financial performance trends
- Working knowledge of revenue recognition, contract structures, pricing and discount arrangements, and margin and utilization analysis in a project-based business
- Ability to translate financial data into clear, actionable guidance for non-finance leaders
- Strong written and verbal communication skills
- Confidence presenting financial results and navigating difficult conversations with senior stakeholders
- Ability to influence without formal authority and hold stakeholders accountable
- Strong financial and analytical reasoning, attention to detail, business acumen, and problem-solving skills
- Ability to prioritize, multitask, and manage time effectively
- Ability to collaborate with Finance, Treasury, FP&A, Project Accounting, Staffing, delivery, sales, technology, and business leadership teams
- Process-improvement mindset and ability to identify reporting, system, and workflow improvements
- Ability to work in a fast-paced environment and adapt to changing business needs
- Legally authorized to work for any company in the United States without sponsorship
- Experience in a professional services, consulting, staffing, or other utilization- and margin-based environment is preferred
- Prior experience informally leading, coaching, or reviewing the work of others is preferred
- CPA or MBA in progress is a plus
- Experience working with a business-unit or practice-group structure is a plus
Benefits
Comp & perks- Comprehensive medical, dental, and vision insurance for you and your family
- Employer Health Savings Account (HSA) contribution
- 2% 401(k), vested immediately
- Company ownership through Employee Stock Ownership Plan (ESOP)
- 4 weeks of vacation time
- 10 holidays
- 1 floating holiday
- Paid sabbatical after 5 years of service for Principals and above
- Paid parental leave
- Breast milk shipping costs reimbursed for work travel
- Employee Assistance Program (EAP)
- Health concierge
- Financial wellness tool
- Company paid cell phone plan and device stipend
- Life insurance
- Short-Term and Long-Term Disability
- Hybrid work model
- Work with smart, humble, and supportive people
