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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 and analysis, including advanced financial modeling, forecasting, and reporting. Proficient in leveraging automation tools and Excel to enhance process efficiency and deliver actionable insights.
Highest-signal resume keywords
Financial ModelingForecastingAdvanced Microsoft ExcelAI Productivity ToolsCross-Functional Collaboration
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 ReportingGAAP RevenueAnnual Recurring RevenueCash ForecastingComplex Financial ModelsLong-Range PlanningAd Hoc Financial AnalysisBudget SupportThree-Statement Financial Models
Soft Skills
Outstanding Communication SkillsProblem-Solving SkillsAnalytical SkillsAttention to DetailContinuous Process Improvement
Tools & Technologies
Microsoft ExcelClaudeMicrosoft Copilot
Industry Keywords
FP&AFinancial AnalysisStakeholder Engagement
About the role
Key responsibilities & impact- Partner with cross-functional groups on monthly financial reporting, including GAAP Revenue and Annual Recurring Revenue, cash forecasting, and ad hoc financial analysis
- Increase automation and process efficiency through Excel improvements and AI productivity tools
- Drive adoption of improved financial processes with multiple stakeholder groups
- Participate in long-range planning, including creating and maintaining Precisely's long-range model
- Support the annual budget through cross-functional collaboration
- Work with business partners and executives to provide insight and guidance
- Develop complex financial models and turn financial data into relevant insights
- Support ad hoc projects and strategic initiatives
Requirements
What you’ll need- Undergraduate or graduate degree in Business, Finance, or Accounting, or equivalent work experience accepted in place of the education requirement
- Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting
- Advanced Microsoft Excel, including complex formulas and modeling techniques
- Experience with AI productivity tools such as Claude and Microsoft Copilot
- Experience developing long-range financial models or three-statement financial models is preferred
- Outstanding verbal and written communication skills
- Excellent problem-solving and analytical skills
- Attention to detail
- Demonstrated drive for continuous process improvement
- Ability to balance multiple responsibilities with competing deadlines
Benefits
Comp & perks- 100% remote work anywhere in the US
- Exposure to the CFO and senior executives across functional groups
- Hands-on operating experience at a venture-backed software firm
- AI productivity tools, including Claude and Microsoft Copilot
