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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 processes, financial planning and analysis (FP&A), and strategic planning within the financial services industry. Proficient in delivering detailed analyses and insights to support management decision-making and enhance operational workflows.
Highest-signal resume keywords
CPAFinancial Planning And Analysis (FP&A)Financial Services Industry ExperienceAdvanced Microsoft Office SkillsWorkiva 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 ReportingData AnalysisOperational WorkflowsFinancial ReviewsDriver-Based AnalysisAd Hoc Finance InitiativesBusiness Analytics
Soft Skills
Attention To DetailWritten CommunicationVerbal CommunicationPrioritizationAdaptability
Certifications & Qualifications
CPA
Industry Keywords
Financial ServicesStrategic PlanningManagement Decision-MakingEnterprise Functional Groups
About the role
Key responsibilities & impact- Support the development and continuous improvement of SLAM’s financial reporting processes
- Contribute to financial reporting, advisory, and analysis processes
- Implement operational workflows to collect, use, and share financial information
- Support production of internal and external financial reviews
- Execute new reporting processes and controls
- Support the SLAM business plan and strategic planning processes
- Partner with SLAM Strategy, SLAM business units, and Enterprise functional groups
- Deliver deep-dive analysis and insights for management decision-making
- Prepare summary and driver-based analyses for the SLAM Executive team
- Engage in ad hoc finance and strategic initiatives
- Build relationships across the Enterprise
Requirements
What you’ll need- CPA, or actively working toward one, with 5 years of experience
- Progressive experience with FP&A in financial services
- Financial services industry experience preferred
- Ability to prioritize and manage multiple deliverables within tight timelines
- Strong attention to detail and focus on data accuracy
- Strong written and verbal communication skills
- Strong financial and business analytic capabilities
- Advanced skills in Microsoft Office in support of Executive and Board materials
- Experience with Workiva preferred
- Ability to manage multiple priorities
- Ability to operate well in ambiguity and adapt to changing situations
Benefits
Comp & perks- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- Inclusive and respectful environment
- Employee well-being and mental health support
- Hybrid work flexibility, with the choice to work from both the office and virtually
- Incentive plans for eligible employees, subject to individual and company performance