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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance operations and technology, with a strong focus on regulatory reporting, AI adoption, and data-driven decision-making. Proven ability to lead strategic engagements with CFOs and develop solutions that enhance financial processes and outcomes.
Highest-signal resume keywords
Finance Operations ExperienceRegulatory Reporting KnowledgeAI and Analytics Application DevelopmentFinancial Services ExpertiseStrategic Engagement with CFOs
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 Planning and AnalysisProfitability AnalysisData ModelingForecastingInternal ControlsFinance TransformationRegulatory ComplianceData AnalyticsClose and ConsolidationVariance Analysis
Soft Skills
Presentation SkillsCollaborationAdvisory SkillsCustomer EngagementLeadership
Tools & Technologies
SnowflakeAI SolutionsData PlatformsERP SystemsFinance Technology
Certifications & Qualifications
MBACPACFA
Industry Keywords
Financial ServicesBankingInsuranceAsset ManagementFinance Data
Tech Stack
Tools & technologiesERPSnowflake
About the role
Key responsibilities & impact- Represent Snowflake to the Office of the CFO in regulated industries
- Lead strategic engagements with CFOs, controllers, heads of FP&A, finance transformation, regulatory reporting, data, and risk
- Translate planning, close and consolidation, profitability, and regulatory reporting priorities into practical roadmaps
- Create demonstrable solutions using Snowflake AI and data capabilities
- Develop governed finance data foundations with source-to-report lineage
- Build explainable AI-assisted forecasting, anomaly detection, and variance analysis
- Create governed AI assistants for exploring results, running scenarios, and drafting commentary
- Develop regulatory and management reporting pipelines designed for audit readiness
- Champion explainable, traceable, and auditable AI adoption in finance
- Share finance and AI perspectives through customer workshops, enablement, webinars, and industry events
- Collaborate with sales, solution engineering, product, and partners to shape strategic relationships
- Report to the Global Head Business Solutions
Requirements
What you’ll need- Bachelor's degree in finance, accounting, economics, information systems, or equivalent practical experience; MBA, CPA, CFA, or advanced degree preferred
- 15+ years of experience across finance operations, finance technology, or finance consulting, with significant time in Financial Services
- Meaningful experience inside a financial services organization in FP&A, controllership, finance transformation, or finance data and analytics
- Working knowledge of regulatory and statutory reporting in banking, insurance, or asset management
- Practical understanding of planning and forecasting, close and consolidation, profitability analysis, and internal controls
- Ability to translate finance processes into clear data models, workflows, and outcomes
- Experience building, guiding, or evaluating AI and analytics applications in finance
- Familiarity with the modern finance technology landscape and how data platforms complement planning and ERP systems
- Record of measurable business impact, including transformation outcomes, revenue, or programs influenced
- Confidence presenting to and advising CFOs and their leadership teams
- Proven ability to partner with sales, solution engineering, product, and partners
- Willingness to travel for customer meetings, field events, and industry conferences
