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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and budgeting, with a strong ability to translate complex financial data into actionable insights. Proficient in building and maintaining Power BI dashboards and automating financial reporting processes.
Highest-signal resume keywords
Financial AnalysisFP&APower BI Dashboard DevelopmentAdvanced Excel SkillsScenario Analysis
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 ModelingMargin AnalysisBudgetingKPI FrameworksVariance AnalysisDeal EconomicsPricing DecisionsData AnalysisForecastingDriver-Based Financial Models
Soft Skills
Business PartneringCommunicationProactive OrientationOwnership MindsetCuriosity
Tools & Technologies
Power BIExcelAI-Assisted Tools
Industry Keywords
FinanceEconomicsAccountingCommercial Finance
About the role
Key responsibilities & impact- Serve as the primary finance partner to services leadership, providing financial guidance that directly influences business decisions
- Translate financial data into clear, actionable insights for operational stakeholders at all levels
- Support deal economics, margin analysis, and pricing decisions in partnership with Sales and Services teams
- Own the monthly and long-range forecast for assigned business areas
- Lead the annual budget process for assigned coverage areas
- Conduct scenario analysis and "what-if" modeling to support strategic decisions and long-range planning
- Prepare and publish monthly variance analysis vs. budget, forecast, and prior year
- Identify patterns in financial and operational data that signal strengthening or weakening performance
- Design and maintain executive-ready presentations and ad hoc analyses to support leadership reviews and strategic discussions
- Build and maintain Power BI dashboards that deliver real-time insight on revenue, margin, forecast accuracy, and operational performance
- Automate recurring financial reports and manual processes
- Standardize KPI frameworks and financial data definitions for your business area
- Serve as a thought leader within the finance team on analytics best practices
Requirements
What you’ll need- Bachelor's degree or higher in Finance, Economics, Accounting, or a related field
- 4+ years of experience in financial analysis, FP&A, or commercial finance
- Advanced Excel skills including financial modeling, dynamic inputs, pivot tables, and complex formulas
- Hands-on experience building dashboards and reports in Power BI — able to design from scratch, not just modify existing templates
- Working knowledge of AI-assisted tools (CoPilot, Claude, ChatGPT, etc)
- Demonstrated ability to build driver-based financial models and scenario analyses
- Strong business partnering instincts
- Ability to translate complex financial data into clear, compelling narratives for non-finance audiences
- High bias for action, strong ownership mindset, and ability to operate independently in a fast-moving environment
- Proactive, curious orientation
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
