[Remote] Senior Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Revalize is a company that empowers manufacturing businesses through innovative technology solutions. They are seeking a Senior Financial Analyst to join their global FP&A team, responsible for financial reporting, business analysis, and leveraging AI-driven insights to enhance financial decision-making.

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

Skills

• 3-5 years of progressive FP&A experience
• Bachelor's 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
• Experience in global software/SaaS industry preferred
• M&A experience, including post-acquisition integration experience, is a plus

Benefits

• 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.

Company Overview