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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in finance transformation and project management, with a strong focus on financial modeling and technology evaluation. Proven ability to manage client relationships and mentor team members in a dynamic environment.
Highest-signal resume keywords
Finance Transformation ExperienceFinancial ModelingProject ManagementClient Relationship ManagementMentorship and Development
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 ModelingRequirements GatheringProcess EvaluationTechnology EvaluationProject Execution
Soft Skills
Effective CommunicationMentorshipAdaptabilityEntrepreneurial SpiritHigh Drive
Tools & Technologies
Microsoft 365ExcelPowerPointAnaplanOracle EPMPigmentMicrosoft FabricPower BITableauSnowflake
Industry Keywords
Engagement ManagementClient TrainingChange ManagementSolution DeliveryFinanceConsulting
Tech Stack
Tools & technologiesGoogle Cloud PlatformOracleTableau
About the role
Key responsibilities & impact- Engagement Management
- Managing senior client relationships
- Building and managing to roadmaps
- Managing OVG team members
- Project Execution
- Scoping and requirements gathering
- Process evaluation and design
- Technology evaluation and architecture
- Project management
- Client training and change management
- Advisory and support
- Solution Delivery
- Internal Contributions
Requirements
What you’ll need- 5-10 years of intensive finance and/or consulting experience, ideally a combination of mid-/senior-level FP&A experience and hands-on finance transformation experience.
- High proficiency with Microsoft 365 – Excel, PowerPoint
- Deep financial modeling and technical experience required – CPM software such as Anaplan, Oracle EPM, Pigment, and/or analytics solutions such as Microsoft Fabric, Power BI, Tableau, Snowflake, GCP, etc.
- Effective communication skills, both verbal and written, and experience working directly with executive clients and business stakeholders
- Track record of mentorship and development of others
- Willingness and entrepreneurial spirit to operate in a bona fide startup environment – high drive and work ethic, adaptable to change, fast learner.
- Bachelor’s Degree (business or finance degree a plus)
Benefits
Comp & perks- Performance bonus: 20%
- Discretionary bonus: based on over-performance and/or BD contributions
- Profit-sharing: Yes
- Equity: Yes (options)
- Remote stipend
- Health insurance plans (50% employer covered)
- 401(k) (no match)
- Flexible time off
- Training and professional development
