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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, with a strong focus on creating financial models, driving strategic initiatives, and collaborating with senior leadership. Proficient in delivering actionable insights and metrics to support data-driven decision-making in a technology-focused environment.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Financial ModelingEnterprise Software And SaaS ExperienceCollaboration With Senior LeadershipBachelor's Degree In Business Administration/Finance
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 AnalysisForecastingBudgetingData-Driven Decision MakingCorporate FinanceAccounting ConceptsAd-Hoc Financial AnalysisOperational Metrics TrackingStrategic PlanningM&A Corporate Development
Soft Skills
CollaborationBusiness JudgementPresentation SkillsOrganizational SkillsAdaptability
Certifications & Qualifications
MBACPA
Industry Keywords
Technology CompanyInvestment BankingManagement ConsultingBig 4 Accounting Firm
About the role
Key responsibilities & impact- Drive the strategic planning cycle by partnering with key business partners to own P&L, cash flow, and forecasts/budgets
- Develop monthly and quarterly forecasts with aligned business leader partnership to drive improved forecast accuracy
- Work closely and directly with the CFO and executive leadership to support company-wide strategic initiatives, including M&A corporate development
- Work directly with the most senior leadership and cross-functionally with business partners across the organization, including sales and operations teams
- Develop, track, and report meaningful financial and operational metrics to the leadership team to support data-driven business decisions
- Perform ad-hoc financial analysis as needed
- Understand business changes to operational planning and prepare creative reporting for analyzing key trends and making pivotal decisions
Requirements
What you’ll need- 5+ years of relevant experience as an FP&A Analyst within a technology company, and experience in Investment Banking, Management Consulting, or Big 4 Accounting firm
- 2+ years’ of experience in Enterprise Software and SaaS domain is preferred
- Strong ability to create financial models and turn data into actionable insights
- High integrity and impeccable business judgement with the ability to effectively collaborate cross functionally to influence senior leadership teams
- Ability to build strong partnerships with key business stakeholders across the organization
- Bachelor’s degree in Business Administration/Finance is a must
- MBA or CPA is a plus
- Excellent written and presentation skills; organized and detailed
- Eagerness to further develop self and others
- Resourceful and determined; ability to work both independently and with a team
- Strong understanding of corporate finance and accounting concepts
- Proven ability to work in a fast-paced and dynamic environment; adaptable and flexible to support continuous growth and process evolution
