Senior Financial Analyst at Revalize

You're a seasoned financial analyst with 3-5 years of experience, holding a Bachelor's in Finance or Accounting or an MBA. **What makes it worth a look...** Th

Work type: remote

Location: Remote

Type: Full-time

Summary

You're a seasoned financial analyst with 3-5 years of experience, holding a Bachelor's in Finance or Accounting or an MBA. **What makes it worth a look...** This fully remote Senior Financial Analyst role is with Revalize, a PE-backed software company focused on growth. You'll report to the VP of FP&A and contribute to financial reporting, analysis, modeling, and forecasting. **You might be a good fit if you...** * Have 3-5 years of progressive FP&A experience. * Are proficient with financial modeling and forecasting. * Can adapt to and leverage emerging technologies, including AI-based financial tools. * Have experience with annual planning or budget cycles.

Job Description

## Job Description
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 company’s 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.

• ​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

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