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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial leadership, including budgeting, forecasting, FP&A, and compliance, while driving automation and scalable financial systems. Proven ability to build and mentor high-performing finance teams and engage effectively with executives and investors.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Cash ManagementTax PlanningComplianceTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingFinancial ReportingCapital StrategyInvestment DecisionsMergers And Acquisitions (M&A)AutomationExpense Policy ManagementProfit Margin ManagementRegulatory Compliance
Soft Skills
Problem-SolvingMentoringCollaborationCommunicationContinuous Improvement
Certifications & Qualifications
MBACPA
Industry Keywords
WearablesMedical DevicesSleep-Related TechnologiesRegulated Industries
About the role
Key responsibilities & impact- Lead all core financial functions, including budgeting, forecasting, FP&A, and accurate, compliant reporting
- Oversee cash flow, capital strategy, and investment decisions
- Partner with executive leadership and investors to provide actionable financial insights
- Ensure tax planning, audit readiness, compliance, and adherence to accounting standards
- Build and develop a high-performing finance team
- Streamline and scale financial operations through automation and best-in-class processes
- Mitigate financial risk and guide strategic decisions involving M&A, international expansion, and innovation initiatives
- Drive automation and scalable financial systems
- Oversee vendor payments, payroll, and employee benefits
- Define and streamline the company’s expense policy and related processes
- Report directly to the CEO and serve as a thought partner to leadership
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- 10+ years in finance and accounting
- 5+ years in a senior leadership role
- Proven experience leading financial organizations from $5M to $20M+ annual revenue
- Successful track record of raising capital, driving revenue growth, and managing investor relationships
- Deep experience across FP&A, cash management, tax planning, treasury, compliance, and financial reporting
- Experience managing hardware and service COGS and profit margins
- Strong problem-solving capabilities and a hands-on approach to financial strategy execution
- Proven ability to build, mentor, and inspire high-performing finance teams
- Comfort engaging with executives, investors, and cross-functional stakeholders
- Passion for continuous improvement, technology-driven solutions, and evolving business models
- MBA or CPA strongly preferred
- Background in wearables, medical devices, or sleep-related technologies is a bonus
- Experience working in regulated industries is a bonus
Benefits
Comp & perks- Equity in a high-growth, mission-driven startup
- Performance bonus
- Comprehensive health, dental, and vision insurance
- Flexible paid time off
- Professional development opportunities and support for personal growth
- Collaborative, innovative, and inclusive work environment
- Referral bonuses for helping grow the team
