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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including accounting, reporting, budgeting, and compliance, while effectively partnering with senior leadership to drive strategic financial decisions. Proficient in GAAP, cash management, and financial systems improvement, with a focus on automation and data governance.
Highest-signal resume keywords
Financial ManagementGAAP ComplianceAdvanced Financial ModelingTeam LeadershipERP Implementation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial ReportingBudgetingCash ManagementInternal ControlsTax ComplianceFinancial AnalysisData GovernanceFinancial ModelingSpreadsheet Skills
Soft Skills
Strategic PartnershipCommunicationCoachingProblem-SolvingPresentation Skills
Tools & Technologies
ERP SystemsBusiness IntelligenceWorkflow AutomationFinancial SoftwareData Analytics
Certifications & Qualifications
CPAAdvanced Degree
Industry Keywords
Project-Based BusinessEmployer-Sponsored Retirement PlansHealth Benefit PlansVendor ManagementAudit Coordination
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the company’s accounting, reporting, planning, cash management, controls and compliance
- Serve as a trusted advisor to the CEO and senior leadership team
- Translate company goals, market dynamics and operating performance into financial priorities, scenarios and recommendations
- Lead annual budgeting, rolling forecasts, long-range planning and scenario modeling
- Build concise executive reporting explaining results, drivers, risks, opportunities and recommended actions
- Oversee the general ledger, month-end and year-end close, account reconciliations and GAAP-based financial statements
- Maintain cash forecasts and manage liquidity, banking relationships, receivables, payables and working-capital priorities
- Improve visibility into client, project and service-line economics, including revenue, labor, utilization, realization, pricing, scope, margin and collections
- Maintain internal controls, records-retention practices and audit readiness
- Coordinate tax, payroll and regulatory compliance, including federal and multi-state requirements and Washington State B&O tax
- Partner on client and vendor contracts, compensation and profit-sharing plans, offer terms, acquisition analysis and other financially significant commitments
- Manage, coach and develop the accounting and finance team
- Assess the finance and technology stack, data flows and reporting architecture and build a practical roadmap
- Lead or sponsor system selection, implementation, integration and adoption across finance and adjacent workflows
- Use automation, business intelligence and responsible AI with appropriate human review, access controls and data governance
- Establish reliable definitions, ownership and quality standards for financial and operating data
- Simplify processes, shorten reporting cycles and improve self-service visibility while preserving controls and auditability
- Oversee financial management and governance of the company’s 401(k), health and welfare benefit plans
- Coordinate plan renewals, vendor and adviser reviews, fee and service benchmarking, plan-design analysis and approved changes
- Maintain documented fiduciary and governance processes, including committee materials, contracts, required filings, audits, controls and decision-record retention
- Partner with HR on employee communications and open enrollment while maintaining confidentiality and separation of duties
- Escalate legal, tax, fiduciary and regulatory questions to qualified advisers
Requirements
What you’ll need- Bachelor’s degree in accounting, finance, business or related field
- 10+ years of progressive finance and accounting experience, including responsibility for close, reporting, planning, controls, tax and team leadership
- Equivalent combinations of experience and education will be considered
- Demonstrated success as a strategic business partner to senior leadership
- Experience in an advertising, marketing, creative, professional-services or other project-based business strongly preferred
- Working knowledge of GAAP, multi-state compliance, cash management, audit coordination and internal controls
- Experience overseeing employer-sponsored retirement and health benefit plans, or ability to quickly develop fluency in plan governance, vendor management and financial oversight
- Experience improving financial systems and processes; ERP or accounting-system implementation, BI/reporting, workflow automation, data governance or responsible AI experience is highly valued
- Advanced financial modeling and spreadsheet skills
- Ability to communicate complex information through clear presentations and narratives
- CPA or advanced degree preferred
Benefits
Comp & perks- Medical, dental, vision, basic life/AD&D, long-term disability, and employee assistance programs
- Additional voluntary benefits like short-term disability plans and health coverage for dependents
- 401(k) and HSA
- Competitive PTO plan
- 12 paid holidays throughout the calendar year, plus additional floating holidays
