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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, variance analysis, and strategic financial planning, with a strong focus on optimizing financial performance and supporting decision-making. Proven ability to collaborate with cross-functional teams and enhance financial processes and reporting capabilities.
Highest-signal resume keywords
Financial ModelingVariance AnalysisFinancial ReportingAnalytical SkillsBig 4 Transaction Advisory Experience
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 AnalysisBudget DevelopmentForecastingDue DiligenceFinancial Data Interpretation
Soft Skills
Communication SkillsOrganizational SkillsProblem-Solving SkillsInterpersonal SkillsAdaptability
Tools & Technologies
ExcelFinancial Planning SoftwareERP Systems
Certifications & Qualifications
Bachelor’s Degree in FinanceBachelor’s Degree in Accounting
Industry Keywords
AEC IndustryTransaction AdvisoryFinancial Performance Optimization
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Assist in development of annual budgets and quarterly forecasts, providing strategic insights and recommendations to optimize financial performance
- Perform monthly variance analyses to clearly outline deviations from budget and/or forecast and suggest improvements
- Perform due diligence and build forecasts for potential mergers and acquisitions
- Analyze financial data to identify trends, risks, and opportunities for growth
- Develop and maintain financial reporting to support decision-making across the organization
- Ensure future work is accurately represented in project-level forecasts
- Compile reporting data for business insurance renewals and AAC industry trade publications
- Improve financial processes, systems, and reporting capabilities to enhance efficiency and accuracy
- Work with cross-functional teams to ensure accurate financial data and develop comprehensive financial models
Requirements
What you’ll need- Bachelor’s degree in Finance or Accounting
- 3+ years of experience in Big 4 transaction advisory is preferred
- Experience in AEC industry a plus
- Strong financial modeling and analytical skills
- Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems)
- Excellent verbal and written communication abilities
- Detail-oriented with strong organizational and time management skills
- Ability to manage multiple priorities
- Analytical mindset with the ability to interpret complex financial data
- Strong problem-solving skills and proactive approach to identifying and addressing issues
- Effective interpersonal skills / desire to collaborate and contribute to the goals of the team
- Proven track record of ownership and accountability
- High level of integrity and ethical standards
- Adaptability and willingness to embrace change in a dynamic environment
Benefits
Comp & perks- Health insurance, including an option with a Health Savings Account
- Dental insurance
- Vision insurance
- Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
- Disability insurance
- Life Insurance and Accidental Death & Dismemberment
- 401(k) Plan
- Retirement Counseling
- Employee Assistance Program
- Paid Time Off
- Paid Holidays
- Back-Up Dependent Care
- Parental Leave
- Continuing Education Program
- Professional Licensure and Society Memberships
