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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial leadership, including budgeting, forecasting, cash flow management, and financial reporting. Proven ability to provide strategic financial guidance and improve financial systems and processes in a growing company environment.
Highest-signal resume keywords
Senior Finance Leadership ExperienceBudgeting and ForecastingFinancial Reporting and AnalysisFinancial Controls and ComplianceCPA Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingCash Flow ManagementFinancial ReportingProfitability AnalysisAccounting PrinciplesTax CoordinationFinancial ControlsProject Financial TrackingExpense Management
Soft Skills
Communication SkillsAnalytical SkillsLeadership SkillsAdvisory Skills
Certifications & Qualifications
CPA Designation
Industry Keywords
Financial GuidanceGrowth PlanningResource PlanningProject-Based Revenue ModelsService-Based Revenue ModelsRisk ManagementInvoicingAccounts ReceivableAccounts PayableInternal Reporting
About the role
Key responsibilities & impact- Provide senior-level financial guidance to Speer’s leadership team, including recommendations related to growth planning, profitability, pricing, investment decisions, resource planning, and long-term financial sustainability.
- Lead budgeting, forecasting, and cash flow planning to help Speer anticipate financial needs, manage resources effectively, and support informed business decisions.
- Prepare and review financial reports, dashboards, and key performance indicators that provide clear visibility into company performance, project profitability, margins, revenue, expenses, and cash position.
- Oversee and improve finance-related processes, including invoicing, accounts receivable, accounts payable, project financial tracking, expense management, payroll coordination, and internal reporting workflows.
- Support pricing strategy, margin analysis, project budgeting, and profitability reviews for client engagements, proposals, retainers, and long-term partnerships.
- Help ensure appropriate financial controls, compliance practices, tax coordination, insurance review, and risk management processes are in place as the company grows.
- Act as a trusted financial advisor to the executive team, supporting strategic planning, board or investor-related reporting as needed, and major business decisions.
- Support the continued development of Speer’s finance function by improving systems, reporting structures, internal controls, and operational processes as the company scales.
Requirements
What you’ll need- Senior finance leadership experience, preferably as a CFO, VP Finance, Director of Finance, Controller, or equivalent senior finance leader
- Experience working with growing companies, preferably in technology, software development, consulting, digital services, or professional services
- Strong understanding of budgeting, forecasting, cash flow management, financial reporting, and profitability analysis
- Experience supporting project-based or service-based revenue models
- Ability to translate financial information into clear, practical recommendations for leadership
- Strong knowledge of accounting principles, tax coordination, financial controls, and business compliance
- Experience improving financial systems, processes, reporting structures, and internal controls
- Excellent communication, analytical, leadership, and advisory skills
- CPA designation or equivalent financial leadership experience is preferred.
Benefits
Comp & perks- Comprehensive benefits package, including dental care, vision care, paid time off, and wellness support.