Marketing Technology, SaaS, Analytics, Software

Senior Financial Analyst

AtlantaHybridFull TimeSeniorPosted 1 month ago

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Required skills

Senior Financial Analyst
FP&A
Financial Planning and Analysis
budget/forecast variances
financial model
annual budget
monthly forecast
revenue forecasting
position and headcount tracking
pricing decisions

Nice to have

Netsuite
Zuora
Salesforce
Looker

Role summary

CallRail is seeking a Senior Financial Analyst for its FP&A team in Atlanta. This role involves analyzing budget/forecast variances, managing the financial model, preparing forecasts and budgets, and generating financial reports using tools like Looker, Netsuite, Zuora, and Salesforce. The analyst will also develop revenue forecasting capabilities, support pricing decisions, work on business cases, analyze cost of acquisition, improve financial processes, and prepare for 409a valuations and market analysis. Advanced Excel skills and strong communication are required, with experience in AI technologies being essential. A degree in Accounting or Finance and 5+ years of related experience are necessary.

The Position

CallRail is looking for a highly analytical and detail oriented Senior Financial Analyst to join our Financial Planning and Analysis team. Reporting to the Sr. Director of FP&A you will be responsible for pulling together reports and analysis to support the decision making of the Executive and Leadership teams. Additionally, you will partner closely with various departments, Talent & Culture and Accounting to improve our internal financial processes and help advance the operating objectives of the business.

The best fit for this position is someone who is detail oriented, analytically minded, an advanced excel user and is an excellent communicator who enjoys collaborating with people across all departments.

What You'll Do

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.

What You'll Need

Undergraduate degree in Accounting or Finance

5+ Years related experience

Strong organization/documentation skills and attention to detail needed to be successful

Ability to communicate complex financial information to non-financial leaders

Netsuite, Zuora, Salesforce and Looker experience a plus, but not required

Advanced excel skills required (Knowledge of pivot tables, lookup methods, chart creation, and data integrity issues)

If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience.

Additional Perks

Healthcare (one option covered at 100% for employees), Dental & Vision Coverage

Competitive HSA with company matching

Paid parental leave

Flexible vacation policy

401K options with company dollar-for-dollar match

Employee stock options available from day one

$2,000 annual educational allowance

Catered lunch every Tuesday * an in-office perk

MARTA transportation or office parking expenses covered

Employee charitable donation company match, up to $500 annually

Regular company outings and events

Hybrid work options with $500 office stipend to set up your home office

Designated bike storage

Learn more: https://www.callrail.com/about/

You Are Welcome Here

CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc).Continuous adoption of AI technologies is essential to this role. You will be expected to leverage AI platforms to streamline operations, solve complex problems, and stay ahead of industry benchmarks.

*** This position is based out of our Atlanta office. Through December 2026, employees are expected to work in the office on Tuesdays and Thursdays.

Beginning in January 2027, CallRail will transition to a 3 day hybrid work model. Employees will work in the office on Mondays, Tuesdays, and Thursdays.

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