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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial modeling, including the ability to create complex three-statement models and analyze key metrics such as LTV and CAC. Proficient in aligning financial strategies with business objectives, optimizing pricing strategies, and managing financial operations in a high-growth tech environment.
Highest-signal resume keywords
Financial ModelingStrategic FinanceFP&AInvestment BankingFinTech 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
Three-Statement ModelForecastingContribution Margin AnalysisPricing StrategyCOGS ManagementLTV AnalysisCAC AnalysisData AnalysisSQLBI Tools
Soft Skills
Effective CommunicationAnalytical ThinkingAdaptabilityDocumentation Skills
Tools & Technologies
DatabricksAI ToolsAutomation Software
Industry Keywords
B2BB2B2CPaymentsDigital AssetsCryptoBanking Infrastructure
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own and evolve the consolidated corporate financial model (Three-Statement Model)
- Create dynamic tops-down and bottoms-up forecasts that drive headcount planning and capital allocation
- Architect a framework to track contribution margins on a per-product and per-platform customer basis
- Liaise with Product and Revenue teams to align technical resources with high-value customer demand
- Advise on roadmap prioritization using competitive analysis and market comps to validate pricing strategies and maximize ROI
- Partner with Revenue to structure complex enterprise contracts that protect cost structure and create a path to future margin expansion
- Provide pricing levers to optimize deal value
- Lead or advise commercial negotiations with critical infrastructure vendors
- Manage the COGS stack to optimize unit economics and ensure input costs scale efficiently
- Provide analytical support during high-stakes engagements as an extension of the VP of Corporate Finance and CFO
- Own the company's financial model infrastructure
- Ensure external presentation materials and investor-facing models remain current
- Translate complex financial data into a compelling equity story
- Develop the framework and analyze LTV and CAC across product lines and verticals
- Report directly to the VP, Corporate Finance and Treasury
Requirements
What you’ll need- 7-10+ years of progressive experience, combining rigorous financial training with operating leadership in Strategic Finance or FP&A
- Preferred background in Investment Banking or Private Equity, followed by operating experience in Strategic Finance/FP&A at a high-growth tech company
- Experience in FinTech; direct experience in crypto, digital assets, payments, or banking / brokerage infrastructure is a strong plus
- Best-in-class financial modeling capabilities
- Ability to build complex, integrated three-statement models from scratch that are clean, logical, and audit-able
- Ability to architect flexible models for Non-Finance leadership, Internal business partners, Investors, Regulators, and other audiences
- Comfort navigating modern software tools and large datasets
- Familiarity with SQL or BI tools (i.e. Databricks) is a major plus
- Ability to leverage AI tools and automation to streamline workflows, inform auditable data driven model assumptions, and reduce manual data entry
- Understanding of B2B/B2B2C API business models
- Understanding of Gross Revenue and Net Revenue in a payments/fintech context and ability to articulate how pricing impacts the bottom line and scalability
- Demonstrated ability to effectively document and articulate business issues in a timely and professional manner
- Effective written and oral communication skills, with the ability to distill complex quantitative analysis into simple slides and memos for the Executive Team
- Ability to adapt and learn new processes and tasks
Benefits
Comp & perks- Chance to earn equity
- Maternity & Paternity leave
- WeWork Membership
- WFH Yearly Stipend
- L&D Stipend (after 6 months)
