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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, advanced financial modeling, and strategic budgeting, with a strong focus on collaboration with executive leadership and private equity stakeholders. Proven ability to lead and develop high-performance finance teams in high-growth environments.
Highest-signal resume keywords
Financial Planning & AnalysisAdvanced Financial ModelingStrategic BudgetingPrivate Equity EngagementTeam Leadership
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 ModelingForecastingBudgetingPerformance MonitoringScenario Planning
Soft Skills
Excellent CommunicationPresentation SkillsMentoring
Certifications & Qualifications
MBACPA
Industry Keywords
B2B SaaSPaymentsHigh-Growth CompaniesPrivate Equity
About the role
Key responsibilities & impact- Lead the global FP&A function, providing strategic financial guidance across regions and business units.
- Develop and manage financial models, forecasts, and budgets to support decision-making and growth.
- Provide in-depth financial analysis, scenario planning, and performance monitoring to senior leadership.
- Partner with the CFO and executive team on strategic initiatives, M&A activities, and capital planning.
- Collaborate with private equity ownership, delivering insights on financial performance and investment opportunities.
- Drive continuous improvement in financial processes, reporting, and analytics, enhancing efficiency and accuracy.
- Oversee the preparation of management reports, board presentations, and investor communications.
- Manage and mentor the FP&A team, fostering a high-performance culture and developing finance talent.
Requirements
What you’ll need- 10+ years of experience in financial planning & analysis, with at least 5 years in a leadership role driving strategic financial initiatives.
- Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA strongly preferred.
- Extensive experience in high-growth, global software or payments companies, with B2B SaaS and payments experience being a strong advantage.
- Strong background working with private equity-backed organizations, with hands-on experience in engaging directly with ownership.
- Expertise in advanced financial modeling, long-term forecasting, and strategic budgeting.
- Excellent communication and presentation skills, including experience delivering critical insights to board-level stakeholders and private equity investors.
- Experience managing remote, high-performance teams, with a track record of developing talent within the finance function.
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
