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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, with a strong focus on consolidation reporting, revenue forecasting, and financial modeling. Proficient in utilizing advanced tools like Excel and PowerPoint to create executive-ready presentations and reports.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Consolidation ReportingRevenue ForecastingFinancial ModelingWorkday Adaptive Planning
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 ModelingConsolidation ReportingRevenue ForecastingAdvanced ExcelPowerPoint Presentations
Soft Skills
Excellent CommunicationBusiness AcumenMultitaskingPrioritization
Tools & Technologies
Workday Adaptive PlanningNetSuiteERP Systems
Industry Keywords
Corporate FinancePublicly Traded CompanyAudit Committee Reporting
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead and own the preparation of consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages, ensuring accuracy, clarity, and executive-readiness.
- Partner with Accounting and External Reporting to ensure consolidated results are accurate and consistent across everything presented internally and externally, aligned to the quarterly close and filing cadence.
- Translate complex financial data into concise, decision-ready narratives and presentations for senior leadership and the Board.
- Lead the revenue forecasting process and variance analysis, partnering with business stakeholders to build and refine models that inform strategic decisions.
- Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks and opportunities and recommending corrective action.
- Support the quarterly close process, including tie-outs between planning and accounting systems.
- Administer Adaptive Planning, including models, dimensions, versions, and security roles; build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.
- Drive automation and systems improvements, identifying opportunities to streamline recurring reporting and close-cycle workflows.
- Partner cross-functionally with Accounting, Systems, and business teams to ensure data integrity and alignment.
Requirements
What you’ll need- 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.
- Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.
- Strong revenue forecasting and financial modeling background.
- Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).
- Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite a strong plus.
- Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.
- Excellent communication skills, translating technical detail into plain-language insight for varied audiences.
Benefits
Comp & perks- Flexible Personal Time Off (Vacation time)
- 401K match
- Competitive healthcare, dental and vision insurance plans
- Paid Parental Leave (Maternity and Paternity leave)
- Employee Stock Purchase Program
- Free access to Amwell’s Telehealth Services, SilverCloud and The Clinic by Cleveland Clinic’s second opinion program
- Free Subscription to the Calm App
- Tuition Assistance Program
- Pet Insurance