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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 (FP&A) within a high-growth tech or B2B SaaS environment, utilizing advanced tools like Pigment and Claude AI for data analysis and reporting. Strong ability to communicate insights and collaborate across teams to drive operational efficiency and strategic initiatives.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Microsoft Excel / Google SheetsPigment FP&A PlatformClaude AISaaS Business Metrics
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 ModelingVariance AnalysisBudgetingForecastingData Analysis
Soft Skills
Strong Communication SkillsInterpersonal SkillsProblem-Solving SkillsAdaptabilityCollaborative Mentality
Tools & Technologies
PigmentClaude AI
Industry Keywords
B2B SaaSRetention ForecastingChurnNet Revenue Retention (NRR)Gross Revenue Retention (GRR)Annual Recurring Revenue (ARR)
About the role
Key responsibilities & impact- Serve as the dedicated finance partner to Customer Success, Professional Services, and G&A organizations alongside FP&A leadership
- Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis
- Own the source of truth for retention and churn forecasting models
- Partner with Revenue Operations and Order Management to ensure data integrity
- Prepare monthly and quarterly management reporting
- Analyze financial results and identify key operational trends
- Communicate insights to senior leadership
- Use Pigment as the core FP&A planning platform
- Use Claude AI to accelerate data analysis, reporting, scenario modeling, and finance workflow automation
- Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic initiatives
- Work across management levels to solve complex financial challenges and help scale the revenue platform
Requirements
What you’ll need- 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment
- Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling
- Hands-on experience with modern FP&A platforms, specifically Pigment
- Comfort using AI tools such as Claude AI to drive analytical productivity
- Solid understanding of SaaS post-sales business metrics, including NRR, GRR, Churn, and ARR
- Strong communication, interpersonal, and presentation skills
- High adaptability and problem-solving skills
- Comfortable working in a fast-paced team with evolving priorities
- Collaborative mentality
- Ability to work in the United States, based on the listed United States, Remote location
Benefits
Comp & perks- Competitive, holistic benefits program supporting physical, mental, and financial health
- Coverage options
- Wellness incentives
- Perks
- Performance bonus
- Other applicable incentive compensation plans
- Inclusive and supportive workplace
- Equal Opportunity Employer
