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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, budgeting, and forecasting, with strong capabilities in data analysis and visualization using Power BI and SQL. Proven ability to manage sensitive information, collaborate with diverse teams, and deliver actionable insights for leadership decision-making.
Highest-signal resume keywords
Financial ReportingBudgeting And ForecastingPower BI Dashboard DesignSQL ScriptingData Analysis
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 AnalysisBudget ModelingData VisualizationSQLExcel (Advanced)DAXM QueryData AnalyticsPortfolio Management MetricsVendor Invoice Reconciliation
Soft Skills
Interpersonal SkillsAnalytical ThinkingOrganizational SkillsCreative Problem-SolvingAttention To Detail
Tools & Technologies
Power BISAPCRM SystemsMS WordMS PowerPointMS Outlook
Industry Keywords
Financial DataOperational DataChargeback ProcessesComplianceStakeholder Management
Tech Stack
Tools & technologiesPythonServiceNowSQL
About the role
Key responsibilities & impact- Work with financial and operational data to create insightful reports and dashboards
- Take ownership of projects and deliver solutions for internal functions and Firm leadership
- Translate people rosters, vendor agreements, and invoices into budget and forecast models
- Track team spend for budget, actuals, and forecasts at the platform level
- Assist with budgeting and forecasting processes and prepare materials for Firm leadership
- Review and validate vendor invoices and time/expense submissions
- Set up billing codes, code invoices, and track spend
- Reconcile vendor invoices with internal reports before vendor payment
- Provide data for chargeback processes, forecasting, and quarterly and yearly compliance
- Prepare, review, and distribute monthly platform P&L reports and financial analyses
- Translate business requirements into design and implementation plans
- Develop models, specifications, workflows, and diagrams for data analytics
- Design and maintain Power BI dashboards, reports, and KPI scorecards
- Calculate portfolio management metrics, including revenue and ROI
- Test, validate, and troubleshoot solutions for data accuracy and functionality
- Manage competing stakeholder demands and diverse data needs
- Manage sensitive and confidential information and communications
- Collaborate with finance and technology teams to improve revenue tracking and forecasting
- Handle routine finance, accounting, and administrative requests
Requirements
What you’ll need- Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred)
- 5-6 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting
- Experience with Power BI, SQL, Excel (advanced), and financial/operational data analysis preferred
- Experience with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus
- Proficiency in MS Word, Excel, PowerPoint, and Outlook
- Strong understanding of financial reporting, budgeting, and forecasting
- Familiarity with relational and non-relational databases
- Experience with SQL scripting required; Python preferred
- Power BI experience including data modeling, DAX, M Query, and implementing security models (e.g., row-level restrictions)
- Excellent interpersonal and communication skills with the ability to interact professionally with senior executives and diverse teams
- High degree of integrity and discretion with confidential information
- Proven analytical thinking and organizational skills; high attention to detail
- Ability to work independently on complex assignments and manage multiple priorities effectively
- Creative problem-solving and ability to identify process improvements and adapt quickly in a dynamic environment
- Appetite for continuous learning and professional development
Benefits
Comp & perks- Continuous learning and professional development
- Career growth opportunities alongside the Firm
