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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building complex Excel models and performing quantitative analysis to support integration initiatives and business decisions. Possesses strong financial acumen and the ability to translate complex data into actionable insights for senior leadership.
Highest-signal resume keywords
Financial ModelingPost-Merger IntegrationAdvanced Excel SkillsAI Utilization for Business AnalysisAnalytical and Quantitative Ability
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 ModelingQuantitative AnalysisP&L AnalysisCost Structure EvaluationScenario AnalysisSensitivity AnalysisData ManipulationAI Tools ProficiencySQL FamiliarityBI Tools Familiarity
Soft Skills
Attention to DetailOrganizational SkillsFollow-ThroughCommunication SkillsEmotional Intelligence
Tools & Technologies
Microsoft ExcelPowerPointClaudeChatGPTGeminiCopilot
Certifications & Qualifications
Bachelor's DegreeMBACFA
Industry Keywords
Investment BankingPrivate EquityManagement ConsultingCorporate DevelopmentEcommerceRetailConsumer ProductsM&AOperational Improvement
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Build complex Excel models to evaluate integration initiatives, cost reduction opportunities and synergy cases
- Analyze the P&L, cost structure, vendor spend and operating metrics of acquired businesses
- Benchmark acquired businesses against PlanetArt's existing operations
- Size and prioritize opportunities based on financial impact, risk, implementation cost and time to value
- Track realized versus planned synergies and integration costs
- Report progress to the co-CEOs and leadership team
- Translate complex analysis into recommendations and presentations for senior leadership
- Perform ad hoc analysis to support integration decisions
- Manage the integration plan and master list of priorities, workstreams, owners, milestones and deadlines
- Liaise with general managers and team leads across finance, operations, supply chain, marketing, technology and HR
- Identify risks, dependencies and roadblocks and escalate issues with proposed solutions
- Participate in integration status meetings and produce regular progress updates
- Capture ideas, decisions and action items from integration meetings
- Assign action items, agree on timing and follow up until completion
- Maintain a current tracker of open items, owners and status
- Make balanced recommendations considering financial return, employees and customers
- Help preserve acquired businesses' cultures while aligning them with PlanetArt's ways of working
- Build trusted relationships across acquired businesses
- Travel periodically to acquired businesses' offices and facilities, including Illinois facilities
Requirements
What you’ll need- 1–3 years of experience in investment banking, private equity, management consulting, corporate development or a similar analytically rigorous role
- Hands-on experience building financial models and performing quantitative analysis to support major business decisions
- Exposure to M&A, post-merger integration or operational improvement projects strongly preferred
- Demonstrated, hands-on experience using AI to deliver real business results
- Experience in ecommerce, retail or consumer products a plus
- Exceptional analytical and quantitative ability
- Expert-level command of Microsoft Excel, including complex models, scenario and sensitivity analysis, lookups, pivot tables and data manipulation of large datasets
- Strong financial acumen, including deep understanding of P&L, cash flow, unit economics and cost structures
- Ability to quickly find the signal in messy data and turn it into clear insights and recommendations
- Strong PowerPoint skills; familiarity with SQL or BI tools a plus
- Advanced, everyday proficiency with leading AI models and tools such as Claude, ChatGPT, Gemini, and Copilot, including sophisticated prompting and multi-step workflows
- Ability to use AI for data analysis, financial modeling support, research and document review, with judgment to verify outputs and catch errors
- Sound understanding of AI's capabilities, limitations, costs and data privacy and security considerations
- Bachelor's degree from a four-year university with a strong academic record required
- MBA or CFA a plus, but not required
- Extraordinary attention to detail
- Highly organized, with the ability to manage many priorities and workstreams at once
- Relentless follow-through and a strong sense of ownership
- Excellent written and verbal communication skills
- High emotional intelligence and sound judgment
- Strong work ethic, intellectual curiosity and comfort in a fast-paced, entrepreneurial environment
- Must be local to or willing to relocate to the Calabasas area
Benefits
Comp & perks- Bonus
- Health, Dental, and Vision Insurance
- Life Insurance
- 401(k) with matching
- Pet Insurance
- Mental Health Benefits
- Comprehensive Time Off Program, including Vacation, Sick Days, Paid Holidays, and Floating Holidays
- Employee Product Discounts
- Hybrid work model (3 days onsite, 2 remote)