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Tech Stack
Tools & technologiesERPPythonSQLTableau
About the role
Key responsibilities & impact- Development of 13-week cash flow forecasts and long-range financial models
- Budgeting and forecasting process design and optimization
- KPI and dashboard development for financial and operational metrics
- Scenario modeling and sensitivity analysis
- Margin and profitability analysis by product, customer, or business unit
- Working capital and liquidity analysis
- Department-level spend and revenue trend analysis
- Client interviews and stakeholder engagement to validate assumptions
- Data transformation and visualization using Excel and BI tools
- Support for M&A readiness and integration planning
Requirements
What you’ll need- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
- Proficiency in Python, SQL, R, and other data languages
- In-Depth understanding of probability & statistics
- Strong understanding of financial statements and forecasting principles
- Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling
- Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)
- Strong organizational skills and attention to detail
- Effective oral and written communication skills
- Ability to travel up to 40% as needed
- Preferred: CPA, CFA, or MBA designation
- Experience with Power BI, Tableau, or similar visualization tools
- Familiarity with private equity operating models and reporting requirements
- Experience with cash flow modeling and liquidity planning
- Ability to troubleshoot and solve reconciliation and variance issues
- Comfortable working in hybrid and deadline-driven environments
Benefits
Comp & perks- annual bonus
- medical, dental, and vision care
- disability and life insurance
- generous Paid Time Off
- retirement plans
- Paid Care Leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash flow forecastingfinancial modelingbudgetingKPI developmentscenario modelingsensitivity analysisdata transformationdata visualizationPythonSQL
Soft Skills
organizational skillsattention to detailoral communicationwritten communicationstakeholder engagementproblem-solvingability to travel
Certifications
CPACFAMBA