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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, including budgeting, forecasting, and performance management. Proficient in utilizing financial data to drive strategic decision-making and optimize resource allocation.
Highest-signal resume keywords
Financial Planning And AnalysisBudgeting And ForecastingMicrosoft ExcelKPI DevelopmentEnterprise Planning Systems
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 AnalysisCost OptimizationComplex Financial ModelsTrend AnalysisPerformance Management
Tools & Technologies
SAPHyperionOracle
Certifications & Qualifications
CPAMBA
Industry Keywords
SG&A ManagementCapital AllocationCorporate FinancePublicly Traded Organization
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Partner with Sales, Marketing, Operations, and Shared Services to provide actionable insights influencing strategic priorities and capital allocation
- Analyze SG&A and centralized-function expense budgets to identify cost optimization opportunities and align spending with business goals
- Contribute to annual budgeting, quarterly forecasting, and long-range planning processes
- Develop and implement KPIs, dashboards, and trend analyses to monitor business performance and drive accountability
- Drive FP&A process improvement initiatives, including automation and system optimization projects
- Turn financial data into insights supporting business decisions, resource allocation, and long-term performance
- Strengthen financial planning, forecasting, and performance management across the Sage Business Unit
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- Minimum 4 years of experience in FP&A, financial planning and analysis, corporate finance, financial analysis, business finance, or a related finance function
- Experience analyzing financial and operational data using Microsoft Excel, including complex financial models and multidimensional datasets
- CPA or MBA preferred
- Experience in FP&A within a large, publicly traded organization preferred
- Familiarity with SG&A management, consolidated planning, and capital allocation preferred
- Experience with enterprise planning systems such as SAP, Hyperion, or Oracle preferred
- Willingness to work onsite 1–2 days per week in either Cary, Illinois or Portage, Michigan
- Willingness to travel 10%
Benefits
Comp & perks- Hybrid work arrangement with flexibility to work remotely on other days
- Equal opportunity employment
- Pay transparency protections
