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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment performance tracking, financial analysis, and capital portfolio management. Proficient in advanced analytical modeling and data wrangling to derive actionable insights that drive business goals.
Highest-signal resume keywords
Investment Performance TrackingAdvanced Analytical ModelingFinancial Planning ToolsCapital Investment ExperienceStakeholder Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KPI AnalysisROI EvaluationNPV EvaluationIRR EvaluationBusiness Case ModelingData WranglingFinancial AnalysisInvestment GovernanceProcess DevelopmentScenario Planning
Soft Skills
ProactiveSelf-DrivenMentoringCollaborationCommunication
Tools & Technologies
GoogleExcelAlteryxUIPathAnaplanHFM
Certifications & Qualifications
BS Degree in AccountingBS Degree in FinanceMBA Preferred
Industry Keywords
Investment AnalysisCapital Portfolio ManagementFinancial ReportingComplianceProject Tracking
About the role
Key responsibilities & impact- Own investment performance tracking through KPI and revenue analysis
- Support monthly Enterprise Goals and Outcomes reporting and executive-level materials for ELT review
- Design and enhance enterprise-wide capital portfolio management approaches
- Perform ROI, NPV, and IRR evaluations for prioritization and funding decisions
- Develop dynamic business case models for scenario planning and sensitivity analysis
- Partner with Product, Technology, and Commercial teams to evaluate investment opportunities
- Identify underperforming investments and recommend course corrections or optimization actions
- Produce executive-ready analyses and materials on investment performance, drivers, risks, and opportunities
- Improve and automate investment governance and tracking processes
- Collaborate with FP&A leadership on evaluating and modeling initiatives
- Build trusted relationships and translate stakeholder needs into financial insights
- Coordinate with Finance, Accounting, and related teams on controls, compliance, and investment outcomes
- Support standardized reporting and process development and implementation
- Mentor analysts and other team members
- Report to the Finance Director of the Strategic Capital Investments team
Requirements
What you’ll need- College degree; BS degree in Accounting or Finance
- MBA preferred
- 4-5 years of progressive experience in finance, investment analysis, or strategy consulting roles
- Experience working in a large team and cross-functionally with business partners and stakeholders, or strong desire to do so
- Advanced analytical modeling and data wrangling using Google, Excel, Alteryx, UIPath, or similar tools
- Experience with financial planning and reporting tools such as Anaplan, HFM, or similar
- Capital investment or project tracking experience preferred
- Experience or strong desire to learn how to draw actionable insights from data to deliver business goals and impact
- Proactive, self-driven working professional eager to learn, grow, and have business impact
- Experience and enthusiasm for leveraging AI tools preferred
- Ability to work remotely from Massachusetts with travel to Portland headquarters, or work hybrid from Portland, Maine
Benefits
Comp & perks- Health, dental and vision insurances
- Retirement savings plan
- Paid time off
- Health savings account
- Flexible spending accounts
- Life insurance
- Disability insurance
- Tuition reimbursement
- Quarterly or annual bonus eligibility for non-sales roles
- Hybrid or remote work flexibility
- Training and development opportunities
- Mentorship opportunities
- Collaborative and challenging working environment