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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, forecasting, and modeling, with a strong ability to analyze performance metrics and collaborate cross-functionally. Proficient in building trust with stakeholders and managing multiple projects in a remote environment.
Highest-signal resume keywords
Financial ModelingExcel ExpertiseFinancial Reporting KnowledgeB2B SaaS ExperienceAnalytical Problem-Solving
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 PlanningForecasting ModelsKPI AnalysisBudgeting ProcessData MiningInterpreting Financial StatementsPerformance AnalysisCross-Departmental InsightsImproving Financial ProcessesControls Design and Testing
Soft Skills
Effective CommunicationTrust BuildingCollaborationProject ManagementProblem-Solving
Tools & Technologies
Google SheetsAI ToolsGenerative AI Integration
Certifications & Qualifications
Bachelor’s Degree in FinanceBachelor’s Degree in Accounting
Industry Keywords
High-Growth OrganizationB2B SaaSData Subscription Business Models
Tech Stack
Tools & technologiesFlux
About the role
Key responsibilities & impact- Support financial planning and forecasting across the P&L, balance sheet, and company cash flows
- Conduct annual, quarterly, monthly, and ad-hoc planning cycles
- Partner with R&D and product teams to drive actions informed by financial insights
- Create forecasting models for ongoing and ad-hoc analyses
- Analyze company performance, KPIs, budget-to-actuals, flux, and other financial measures
- Collaborate with Finance, Accounting, business, and support teams to improve financial and business processes and budgets
- Develop, maintain, and improve the company’s financial models
- Provide cross-departmental insights for operations, marketing, sales development, and sales teams
- Improve internal reporting processes, departmental budgets, and non-financial KPIs
- Identify, design, and test improved controls and embed them cross-functionally
- Lead cross-functional projects end to end and influence teams outside the direct reporting chain
Requirements
What you’ll need- 8+ years of experience in finance, financial modeling and interpreting financial statements
- Bachelor’s degree in finance, accounting or a related field
- Ability to build trust with partner teams and executive stakeholders and turn differing views into shared decisions
- Ability to data-mine, organize, and gain insights from raw financial information, customer anecdotes and partner expertise
- Knowledge of financial reporting, accounting standards and the budgeting process across a high-growth organization
- Ability to communicate effectively across departments in a remote environment and work toward deliverable deadlines
- Expert in Excel and Google Sheets, specifically for financial modeling
- Ability to work independently and fully-remote while collaborating in a small team environment and cross-functionally
- Ability to manage multiple projects and priorities, moving between strategy and execution
- Strong analytical and problem-solving skills
- Experience with B2B SaaS / data subscription business models is highly preferred
- Demonstrated use of AI tools and curiosity for applying them is a nice-to-have
- Comfort integrating generative AI into day-to-day workflows is a nice-to-have
Benefits
Comp & perks- Competitive salary
- Excellent benefits
- Fully remote
- Medical coverage
- Dental coverage
- Vision coverage
- Flexible time off
- 401K
- Equity awards for certain roles
- Opportunity to work with and learn from top-notch talent
- Drug-free workplace
