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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial modeling and analytical skills, with expertise in Microsoft Excel and experience in AI-enabled finance tooling. Proven ability to lead financial planning processes, consolidate multi-entity financials, and produce executive-level reporting.
Highest-signal resume keywords
Financial Planning & AnalysisAdvanced Financial ModelingExecutive Reporting (MBR, QBR)AI and Automation in FinanceBusiness Intelligence Tools (Power BI, Tableau)
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 ModelingData AnalysisForecastingConsolidationReportingProcess RedesignAutomationCost VisibilityPerformance VisibilityCapital Investment Evaluation
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsInfluencing SkillsPartnership Building
Tools & Technologies
Microsoft ExcelPower QueryPythonPower BITableauSAPOracleNetSuite
Industry Keywords
Financial PlanningCorporate FinanceCommercial FinanceMulti-Entity Financial ReportingStage-Gate NPI Process
Tech Stack
Tools & technologiesERPOraclePythonTableau
About the role
Key responsibilities & impact- Oversee the rhythm of business for monthly close, annual operating plan, CapEx spending, and long-range financial planning
- Consolidate CBU financials across entities and channels, including P&L, balance sheet, and cash flow
- Direct close cycles, monthly updates, quarterly forecasts, annual operating plans, and long-range planning governance
- Evolve the FP&A operating model and reduce process complexity
- Drive process redesign, standardization, and automation to improve cycle time, insight quality, and decision velocity
- Partner with Accounting and systems owners to strengthen reporting, data integrity, cost visibility, and performance visibility
- Own MBR, QBR, and Board-level reporting and convert results into executive narratives
- Build clear, executive-ready storylines connecting performance to drivers, risks, and decisions
- Champion advanced analytics, modern data platforms, and AI-enabled finance tooling, including validation and controls
- Build dashboards and reporting for self-service performance visibility
- Automate recurring workflows, improve data quality, and develop repeatable analytical assets
- Support capital investment evaluation and productivity analysis
- Help shape R&D and product investment strategy
- Support product roadmap prioritization based on profit contribution and engineering constraints
- Model design iterations and build business cases for new products and features within the stage-gate NPI process
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
- 6+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Commercial Finance
- 2+ years of experience leading end-to-end corporate close and forecast processes, consolidating and reporting a multi-entity financial view, and producing executive reporting such as MBR, QBR, or Board-level materials
- Proven track record of delivering high-impact business results and influencing outcomes without authority
- Demonstrated ability to forge strong business partnerships that shape strategy, execution, and resource decisions
- Advanced financial modeling skills and expert proficiency in Microsoft Excel
- Demonstrated use of AI and automation to rebuild finance workflows and deliver measurable gains, including hands-on experience with Power Query, Python, and AI agents, plus appropriate controls
- Strong analytical and problem-solving skills
- Exceptional written and verbal communication skills with ability to influence cross-functional and executive stakeholders
- Experience with business intelligence and visualization tools such as Power BI, Tableau, or similar
- Experience with ERP systems such as SAP, Oracle, NetSuite, or similar financial systems
Benefits
Comp & perks- Medical, dental and vision insurance
- Generous paid time off policy
- Short-term and long-term disability
- Employee Assistance Program, including access to mental health services
- 401(k) including employer match
- Pet insurance
- Region-specific health and welfare benefits
