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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling. Proficient in translating complex financial data into actionable insights for stakeholders, with a strong background in fintech and financial services.
Highest-signal resume keywords
Financial ModelingBudgeting and ForecastingExcel ProficiencyBI Tools ExperienceFinancial Statement Analysis
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 ModelingBudgetingForecastingVariance AnalysisFinancial Statement Analysis
Soft Skills
Data-Driven Decision MakingCommunication Skills
Tools & Technologies
Power BIMetabaseAI Tools
Industry Keywords
FP&AStrategic FinanceInvestment BankingConsultingFintechBankingPaymentsLendingFinancial Services
About the role
Key responsibilities & impact- Own the company’s budgeting, forecasting, and financial planning processes
- Build and maintain financial models connecting revenue, expenses, transaction volume, customers, rewards, unit economics, and other business metrics
- Produce monthly financial reporting and variance analysis, explaining what changed and why
- Support strategic planning, fundraising, capital planning, and other major company initiatives
- Build scenario models to evaluate new products, partnerships, hiring plans, and other business decisions
- Work closely with accounting to ensure actual financial results are accurately reflected in models and forecasts
- Support ad hoc analysis and data-driven decision making across the organization
- Report to the CEO and work closely with leadership and teams across the company
Requirements
What you’ll need- Bachelor's degree in finance
- 5+ years of experience in FP&A, strategic finance, investment banking, consulting, or a similar analytical role
- Strong financial modeling and Excel skills
- Strong understanding of financial statements and how operational activity flows through to financial results
- Experience owning budgeting and forecasting processes
- Ability to translate complex financial and operational data into clear insights for non-finance stakeholders
- Experience with BI and data viz tools like Power BI or Metabase
- Fintech, banking, payments, lending, or financial services experience is preferred
- Demonstrated hands-on use of AI tools to do real work
- Has worked with startups
Benefits
Comp & perks- Stock option plan
- Medical, Dental, and Vision insurance
- 401(k) plan with 5% company match
- Flexible vacation policy
- Fully remote work environment
