Hybrid FP&A Analyst: Strategic Finance & Forecasting

CallRail; Atlanta (GA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Healthcare coverage

HSA match

Parental leave

Flexible vacation

401K match

Stock options

Educational allowance

Office lunch

Transit assistance

Charitable match

Team outings

Hybrid stipend

Bike storage

Job summary

CallRail in Atlanta is seeking a Senior Financial Analyst to join our FP&A team. You will pull together reports and analyses to support executive decision-making and collaborate with Talent & Culture and Accounting to improve internal financial processes.

The ideal candidate is detail-oriented, highly analytical, an advanced Excel user, and an excellent communicator who enjoys cross-department collaboration across the business.

Qualifications

• Undergraduate degree in Accounting or Finance
• 5+ years related experience
• Strong organization/documentation skills and attention to detail
• Ability to communicate complex financial information to non-financial leaders
• Looker/NetSuite/Zuora/Salesforce and Looker experience is a plus, but not required
• Advanced Excel skills required (Pivot tables, lookups, charts, data integrity)

Responsibilities

• Monitor and analyze budget/forecast variances each month and work with department leadership to help make operating decisions.
• Run monthly variance analysis for assigned departments and work with department leaders to ensure all expected expenses are planned in the forecast.
• Manage the company's financial model, building new components to align with current business initiatives, while streamlining reporting and usability of the model.
• Assist with the preparation of the monthly forecast and annual budget. Adjust the financial forecast model to reflect expected revenue and expenses as needed.
• Prepare monthly financial packages, KPIs, and other analyses/reports using systems like Looker, Netsuite, Zuora, and Salesforce.
• Develop new revenue forecasting capabilities and systems for communicating changes.
• Collaborate with Talent and Culture on position and headcount tracking/forecasting
• Provide modeling and analysis to support pricing decisions led by the Product Marketing team.
• Work on multi-year business cases with leadership, marketing and product management.
• Develop and maintain granular analysis of our cost of acquisition through various sales channels.
• Continually work to improve internal financial processes to gain efficiency.
• Monitor business processes and develop tools to track trends and help inform finance leadership.
• Prepare financials for annual 409a valuation
• Prepare market analysis reporting with comparisons to similar SaaS companies.

Skills

Analytical thinking

Attention to detail

Advanced Excel

Communication

Cross-functional collaboration

Education

Undergraduate degree in Accounting or Finance

Tools

Looker

NetSuite

Zuora

Salesforce

Job description

CallRail in Atlanta is seeking a Senior Financial Analyst to join our FP&A team. You will pull together reports and analyses to support executive decision-making and collaborate with Talent & Culture and Accounting to improve internal financial processes.

The ideal candidate is detail-oriented, highly analytical, an advanced Excel user, and an excellent communicator who enjoys cross-department collaboration across the business.