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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic finance and FP&A, leveraging AI tools for automation and advanced financial modeling. Proficient in SQL, Python/R, and visualization tools to drive data-informed decision-making and budget management.
Highest-signal resume keywords
Strategic FinanceFP&A ExpertiseSQL ProficiencyPython/R KnowledgeFinancial Modeling
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 ManagementVariance ReportingScenario PlanningData Analysis
Soft Skills
High Self-ConfidenceLow EgoHigh Hustle
Tools & Technologies
LookerPower BIAdaptiveAlephFintasticCausalCube
Industry Keywords
AI-NativeCross-Functional CollaborationResource AllocationReturn on Ad SpendCorporate Financial Model
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Partner with the Head of Strategic FP&A to build a lean AI-native strategic finance and FP&A function
- Provide cross-functional colleagues with analytical frameworks for departmental resource allocation decisions
- Determine return on ad spend benchmarks for different paid marketing channels
- Set team hiring levels in each market as the company scales internationally
- Help drive the annual budget cycle and rolling quarterly re-forecasts
- Build driver-based operating budgets and headcount plans with department heads
- Establish monthly budget-versus-actuals cadences across the company
- Analyze variance drivers and keep teams on track to budget targets
- Surface proactive risk-mitigation options when expenses or revenues deviate from plan
- Investigate business drivers and contribute to Substack’s multi-year corporate financial model
- Translate strategic goals into granular financial roadmaps
- Help architect an AI-native FP&A organization using automation and modern data workflows
- Accelerate financial modeling, variance reporting, and scenario planning
Requirements
What you’ll need- 4–8 years of total experience
- Experience typically beginning at an investment bank, investment firm, or consulting firm, followed by strategic finance or FP&A roles at fast-paced technology-enabled companies
- Eager to adopt the latest AI tools to automate repetitive work
- Foundational understanding of SQL and Python/R
- Familiarity with visualization tools like Looker/Power BI
- Rigorous training in spreadsheet analysis
- Experience with modern FP&A tools such as Adaptive, Aleph, Fintastic, Causal, or Cube is a plus
- High self-confidence, low ego, and high hustle
- Identification with Substack’s mission
- Must be located in the United States, as indicated by the required application question
- Ability to work in the United States; visa sponsorship may be required or unavailable, as indicated by the required application question
Benefits
Comp & perks- Equity for all full-time roles
- Exceptional benefits
- Market-competitive salary
