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Financial Planning – Analysis
TASQ Staffing Solutions. Lead the annual budgeting process and create regular, rolling, or quarterly forecasts to guide financial decisions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis (FP&A), including financial modeling, budgeting, and forecasting. Proficient in creating detailed financial reports and providing actionable insights to drive revenue and operational efficiency.
Highest-signal resume keywords
Bachelor's DegreeCPA CertificationFinancial ModelingProfit & Loss PreparationFP&A 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 ModelingBudgetingForecastingFinancial AnalysisP&L PreparationBalance Sheet AnalysisCashflow AnalysisInvestment UnderstandingValuation SkillsCapital Structuring
Soft Skills
Analytical ThinkingCommunication SkillsProblem-Solving
Tools & Technologies
Financial Reporting SoftwareDashboard ToolsPresentation Software
Certifications & Qualifications
CPA
Industry Keywords
Financial Planning and AnalysisCommercial FinanceOperational FinanceCorporate FinanceCapital Expenditures
About the role
Key responsibilities & impact- Lead the annual budgeting process and create regular, rolling, or quarterly forecasts to guide financial decisions
- Build complex models to project long-term growth and evaluate the financial impact of business decisions
- Analyze actual financial results against budgeted/forecasted figures, identifying trends, risks, and opportunities for improvement
- Provide actionable insights to management, helping to drive revenue, cost reduction, and operational efficiency
- Create detailed financial reports, dashboards, and presentations for senior leadership
Requirements
What you’ll need- Must have Bachelor’s degree
- Must be a CPA
- Must have at least 2-3 years’ experience with FP&A
- Financial Modeling skills
- Strong exposure to Profit & Loss preparation (P&L, Balance Sheet, and Cashflow)
- Strong exposure to both in commercial/operational finance and corporate finance
- Understanding of investments, valuation, financial leveraging and capital structuring, financing and funding capital expenditures