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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 & Analysis, including budgeting, forecasting, and financial modeling. Proficient in advanced Microsoft Excel and Power BI for data visualization and executive reporting.
Highest-signal resume keywords
Financial Planning & AnalysisBudgeting & ForecastingAdvanced Microsoft ExcelPower BI Dashboard DevelopmentAnalytical & Problem-Solving Skills
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 ModelingComplex FormulasPower QueryPivot TablesScenario Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsPresentation SkillsMentoring
Tools & Technologies
Power BIMicrosoft Excel
Industry Keywords
Professional ServicesTechnologySaaSConsultingTech Enablement
About the role
Key responsibilities & impact- Own the end-to-end Financial Planning & Analysis function.
- Lead the company's budgeting, forecasting, and financial planning processes.
- Maintain, improve, and evolve the organization's financial forecasting model.
- Build and enhance executive dashboards using Power BI.
- Analyze financial and operational performance to identify trends, risks, and opportunities.
- Develop executive-level reports and financial presentations for leadership.
- Translate complex financial data into actionable business recommendations.
- Partner directly with the CFO to support strategic decision-making.
- Drive continuous improvements across reporting, planning, and analytics processes.
- Manage and develop one direct report.
- Ensure financial models remain accurate, scalable, and aligned with business objectives.
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive FP&A experience.
- Previous experience managing budgeting, forecasting, and financial modeling.
- Advanced Microsoft Excel skills, including complex formulas, financial models, Power Query, Pivot Tables, and scenario analysis.
- Advanced Power BI experience, including dashboard development and data visualization.
- Strong analytical and problem-solving skills.
- Experience presenting financial information to executive leadership.
- Experience leading or mentoring at least one team member.
- Professional proficiency in English.
- Experience within Professional Services, Technology, SaaS, Consulting, or Tech Enablement industries is preferred.
Benefits
Comp & perks- Direct partnership with executive leadership, including the client's CFO.
- Ownership of a high-impact FP&A function.
- Hands-on exposure to Private Equity-backed operations.
- Experience supporting Mergers & Acquisitions, financial due diligence, and exit readiness initiatives.
- International collaboration across global teams.
- A visible role where your insights directly influence strategic business decisions.
