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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and budgeting, with advanced skills in Excel and financial modeling. Capable of collaborating with cross-functional teams to inform strategic decisions and improve finance workflows using AI tools and BI software.
Highest-signal resume keywords
Financial AnalysisFP&AFinancial ModelingAdvanced ExcelCollaboration
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 AnalysisBudgetingForecastingVariance AnalysisFinancial Modeling
Soft Skills
Strong CommunicationCollaboration
Tools & Technologies
AI ToolsPower BITableauLookerVenaPigmentData RailsCubeNetSuite
Industry Keywords
ConsumerCPGDTCFinancial StatementsOperational KPIs
Tech Stack
Tools & technologiesERPRuby on RailsTableau
About the role
Key responsibilities & impact- Provide financial analysis, reporting, and business partnering across functions
- Support the Strategic Finance Manager with recurring and strategic forecasting and planning
- Own components of the budgeting and in-year re-forecast cycle end to end
- Gather data, build financial models, and perform variance analysis
- Support financial close by producing source materials
- Coordinate accurate and timely accruals with cross-functional partners
- Build automated reporting and FP&A processes
- Leverage AI tools and/or FP&A software to improve finance workflows
- Inform operational and strategic decisions through FP&A
- Collaborate closely with Operations and other cross-functional partners
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, or a related field
- 2–4 years of experience in financial analysis, FP&A, accounting, or a related analytical role
- Advanced Excel and financial modeling skills
- Ability to build a forecast and variance analysis from scratch
- Solid grasp of the three financial statements and their drivers
- Ability to connect operational KPIs to financial line items
- Strong communication skills for explaining variances to non-finance stakeholders
- Ability to collaborate effectively with cross-functional partners
- Nice to have: familiarity with AI tools such as Claude Code or Codex
- Nice to have: experience automating finance-specific workflows or using AI to improve output
- Nice to have: BI tools such as Power BI, Tableau, or Looker
- Nice to have: planning tools such as Vena, Pigment, Data Rails, or Cube
- Nice to have: ERP exposure, including NetSuite
- Nice to have: auditing exposure
- Nice to have: consumer, CPG, or DTC experience
Benefits
Comp & perks- Fully paid Health, Vision, and Dental insurance
- 4-day work week
- Unlimited PTO
- Fully remote work arrangement
- Department and company off-sites and retreats
- Free cat food every month
- Equity offered
