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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 a strong grounding in accounting principles and financial analysis. Proven ability to automate processes and improve finance systems while collaborating effectively with non-finance stakeholders.
Highest-signal resume keywords
CPA DesignationFinancial ReportingBudgetingForecastingMonth-End Close
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 AnalysisRevenue RecognitionConsolidated ReportingAccounts ReceivableAccounts PayableVariance AnalysisKPI ReportingCash Flow ManagementSRED ProcessCost-Saving Analysis
Soft Skills
CollaborationCommunicationProblem-SolvingOutcome-DrivenAdaptability
Tools & Technologies
Finance SystemsAutomation ToolsAI TechnologiesReporting InfrastructureBudgeting Software
Certifications & Qualifications
CPA
Industry Keywords
SaaS MetricsBig 4 ExperiencePublic AccountingComplianceFinancial Processes
About the role
Key responsibilities & impact- Own the monthly close process and deliver accurate, timely financial reporting for the board and investors
- Manage revenue recognition, consolidated reporting, external audit ownership, and accounting-policy judgment
- Own billing, invoicing, accounts receivable and collections; support accounts payable and payments
- Evaluate, implement and improve Finance systems for billing, sales tax, spend management and reporting infrastructure
- Automate recurring processes and surface insights faster using an AI-forward approach
- Support sales tax, compliance, SRED process and other recurring finance requirements
- Support the annual operating plan, forecasting and cash-flow/runway visibility
- Build and maintain budget-vs-actual and recurring KPI/management reporting
- Partner directly with department leaders
- Identify cost-saving opportunities and build business cases for major investments and capital-allocation decisions
Requirements
What you’ll need- 4–7 years of progressive finance experience
- CPA designation
- Strong grounding in accounting and financial analysis
- Experience with month-end close and balance sheet management
- Comfortable with budgeting, forecasting and variance analysis
- Comfortable operating in a fast-moving environment where processes may still need to be built
- Ability to take an outcome and drive it through rather than waiting for instructions
- Exceptional ability to work directly with non-finance stakeholders and explain the “why” behind the numbers
- Genuine interest in improving processes through technology, automation and AI, and experimenting with new tools (nice-to-have)
- Prior experience at a SaaS or technology company with an understanding of SaaS metrics (nice-to-have)
- Experience at a Big 4 or public accounting firm (nice-to-have)
Benefits
Comp & perks- Comprehensive health, dental, and specialist benefits
- Company Macbook
- Free parking and shuttle service to the office
- Extra PTO during occasional US holidays
- Company events
- In-office restaurant and building-wide perks
- Unlimited ping pong and espresso