Senior Financial Analyst
Department:
Job Summary
We are searching for a highly analytical and effective candidate to join our global FP&A team as Senior Financial Analyst. This position will report to the VP of FP&A and offers the opportunity to work in a high-paced growth-oriented PE-backed software company. S/He will be responsible for developing and managing various financial reporting business analysis modeling and forecasting activities that will help effectively manage and improve the financial performance while scaling the companys growth. The role is also expected to leverage AI-driven insights and tools to enhance financial analysis and decision-making ensuring innovative and data-driven strategies.
The successful candidate will have the ability to communicate effectively with executive leaders tackle multiple projects and efficiently execute on deliverables. The right individual will have strong leadership skills and solid business acumen capable of driving results and improving processes. This person will have operated successfully in a fast-paced global results-oriented environment.
Key Responsibilities
- Assist the VP of FP&A with company-level financial and business analysis related to forecasting month-end quarterly reporting and annual planning. Routinely deliver accurate and informative information to stakeholders including private equity investors board members business leaders and the broader finance team.
- Support all financial planning activities including monthly recurring revenue projections quarterly forecasts and annual operating plan. Assist with establishing and meeting key reporting and planning deadlines.
- Partner with business leaders to assist with managing financial performance and tracking functional performance toward financial objectives. Meet with business leaders to review financial results and expenditure trends.
- Lead and participate in ad-hoc cross-functional teams and projects for business units. Support and partner with teams in planning measuring reporting and improving performance of operations.
- Identify opportunities for process and system enhancements to improve efficiency and accuracy. Automate manual processes to streamline workflow and reduce errors.
- Leverage AI-driven tools and predictive analytics to enhance forecasting accuracy and identify financial trends proactively.
- Collaborate with technology teams to integrate AI solutions into financial modeling and reporting processes ensuring data-driven decision-making.
- Assist in acquisition due diligence modeling budgeting and integration. Establish synergy tracking to ensure deal model objectives are fully achieved.
- Act as a leader and senior member of the FP&A team with a team-first mentality and a willingness to mentor less experienced members of the team.
Qualifications :
Requirements
- 3-5 years of progressive FP&A experience
- Bachelors degree in Finance or Accounting or MBA completion
- Experience going through an annual planning or budget cycle
- Demonstrated ability to adapt to emerging technologies including AI-based financial tools to improve efficiency and insights.
Preferences
- Experience in global software/SaaS industry preferred
- M&A experience including post-acquisition integration experience is a plus
Additional Information :
Revalize designates standard working hours as 8:00 am to 5:00 pm Eastern Time (ET) for employees based in the United States and 08:00 to 17:00 Central European Time (CET) for employees operating within the EMEA region.
Revalize is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics. Revalize participates in the E-Verify program in certain locations as required by law.
The compensation offered to the successful candidate will be based on a variety of factors including but not limited to the candidates work experience education and licenses work-related training key skills the core duties of the role and its associated responsibilities additional benefits offered and the location where the work will be performed. All fulltime (30 hours) employees are eligible for PTO Sick and Parental Leave; Medical Dental and Vision Insurance; 401(k) Plan; Health Savings Account; Life Insurance; Employee Assistance Program.
This is a full-time bonus eligible position. Base Salary is one part of our competitive total compensation and benefits package and is determined using a range. The listed compensation range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only.
Qualified applicants will be asked to complete a 30 minute online pre-employment assessment as part of the recruitment process.
Remote Work :
Yes
Employment Type :
Full-time
About Company
At Revalize, we build the software and technology that powers sales of manufactured, complex products. Our customers rely on our software to select and sell everything from commercial ovens, to specialized pumps and valves, to grain elevators, and more. We are the global leader in sec ... View more