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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, financial modeling, and market analysis, with a strong focus on SaaS environments. Capable of leading cross-functional initiatives and automating finance workflows using AI tools.
Highest-signal resume keywords
Financial ModelingStrategic AnalysisSaaS ExperienceAI Workflow AutomationCross-Functional Collaboration
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 ModelingMarket AnalysisPricing StrategyRevenue ForecastingScenario AnalysisSQLExcelGoogle SheetsCustomer Economics FrameworksCompetitive Analysis
Soft Skills
Excellent CommunicationInterpersonal SkillsHighly OrganizedDetail-OrientedProactive Attitude
Tools & Technologies
AI ToolsFP&A ToolingBI ToolsLooker
Industry Keywords
Strategic FinanceInvestment BankingPrivate EquityManagement ConsultingSaaS
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead ad hoc strategic work, including M&A screening, new market evaluation, pricing strategy, and new product launches
- Conduct competitive and market analysis for go-to-market and product strategy
- Evaluate strategic partnerships and commercial deal structures, assessing financial impact and trade-offs
- Support build-versus-buy-versus-partner decisions with financial and strategic frameworks
- Identify opportunities to automate recurring finance workflows using AI and modern FP&A tooling
- Build and own long-range financial models forecasting multi-year revenue across investment scenarios
- Model strategic alternatives and simulate the long-term effects of pricing, partnerships, market entry, and capacity investment decisions
- Own GTM analytics, including CAC, sales efficiency, and funnel conversion
- Build and maintain customer economics frameworks covering LTV:CAC, retention, churn drivers, and cohort analysis
- Evaluate expansion economics across upsell and cross-sell motions
- Partner analytically with Sales, Marketing, Customer Success, and Product leadership
- Develop Board and investor materials translating complex operational data into clear narratives
- Prepare executive presentations, investment briefs, and strategic summaries
- Build and maintain reusable AI-assisted workflows for recurring deliverables
Requirements
What you’ll need- 5+ years in strategic finance, investment banking, private equity, management consulting, FP&A, or comparable analytical roles
- SaaS background strongly preferred
- Demonstrated financial modeling strength, including building models from scratch, stress-testing assumptions, and clearly communicating outputs
- Experience with special projects or cross-functional initiatives involving senior stakeholders
- Has built at least one reusable prompt workflow for a recurring finance deliverable and can describe the time saved
- Experience connecting AI tools to live data sources to automate recurring competitive or pipeline monitoring is a strong plus
- Proficiency in Excel and/or Google Sheets
- Experience with SQL
- Familiarity with BI tools such as Looker or equivalent
- Comfort with AI tools and workflow automation
- Exceptional financial modeling skills, including ARR and revenue modeling, pipeline and capacity planning, scenario analysis, and sensitivity testing
- Strong strategic thinking and analytical capabilities
- Excellent communication, presentation, and interpersonal skills
- Highly organized and detail-oriented; able to manage multiple projects under tight deadlines
- Self-starter with proactive attitude and strong ownership
- Ability to work independently and as part of a dynamic team in a fast-paced, evolving environment
Benefits
Comp & perks- Flexible remote work
- Competitive base salaries
- Generous paid time off
- Paid maternity leave
- Paid parental bonding leave
- Paid medical leave
- Medical, dental, vision, and prescription coverage
- Employee-only plans covering 100% of premiums
- Family coverage with 50% of costs covered
- Free confidential counseling through BetterHelp
- 401(k) retirement savings plan with 100% employer match on contributions up to 6%
- Flexible Spending Accounts (FSA)
- Health Savings Accounts (HSA)
- Life and Accidental Death & Dismemberment (AD&D) insurance
- Up to $60/month toward fitness, mental health, or related wellness expenses
- $300 home office setup bonus after one year of employment
- Continuing education support
- Company offsites several times a year, with attendance fully supported
- Fun activities and office amenities
