Develop and maintain detailed financial models and forecasts across departments.
Lead the annual budgeting process, monthly/quarterly forecasts, and long-term strategic projections.
Perform variance analysis (actuals vs. budget/forecast) and present findings to leadership.
Partner with department heads to align budgets with strategic initiatives.
Track and communicate key business KPIs and operational metrics.
Support the launch of new products, services, and international market entries through financial modeling and scenario analysis.
Prepare management and board-level presentations summarizing business results, trends, and recommendations.
Create dashboards and performance tracking reports using Power BI, Tableau, or similar tools.
Translate complex data into clear insights for non-financial audiences.
Conduct market research, TAM/SAM analysis, and competitive benchmarking to support strategic planning.
Provide M&A, investment, and pricing analysis as needed.
Drive process improvements and automation within FP&A systems and tools.
Act as a finance business partner to operational leaders and the VP of Finance.
Ensure alignment across Finance and the rest of the organization.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
7–10 years of progressive experience in FP&A, corporate finance, or investment banking within a tech, med-tech, or manufacturing environment.
Advanced proficiency in Excel/Google Sheets and PowerPoint.
Experience with ERP systems; Visualization tools (Power BI, Tableau, or similar) a plus..
Strong analytical and quantitative skills with the ability to interpret and communicate financial data effectively.
Exceptional attention to detail and organizational skills; able to manage multiple priorities in a fast-paced, evolving environment.
Collaborative mindset and strong interpersonal communication skills.
High ethical standards and business acumen with a results-oriented approach.
Familiarity with product cost modeling, pricing strategy, or margin analysis.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingforecastingvariance analysisbudgetingmarket researchTAM analysisSAM analysiscompetitive benchmarkingM&A analysispricing analysis

Soft Skills

analytical skillsquantitative skillscommunication skillsattention to detailorganizational skillscollaborative mindsetinterpersonal skillsbusiness acumenresults-oriented approach

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBA