Senior Financial Analyst

Job description

This role extends beyond traditional reporting responsibilities. The Senior Financial Analyst will lead and assist with core FP&A activities, including financial modeling, budgeting, and forecasting, while improving manual processes and strengthening the finance team’s operating standards. This individual will have a meaningful opportunity to shape the tools, reporting cadence, and processes that support the organization. The ideal candidate is skilled at resolving complex problems, embraces automation, and can translate financial data into clear, actionable insights for leadership. This fully remote position offers significant visibility, ownership, and the opportunity to make an immediate impact. This is an excellent opportunity to gain exposure across all areas of the business while expanding your skills, broadening your experience, and positioning yourself for continued professional growth and advancement. Key Responsibilities • Build, maintain, and enhance dynamic financial models to support budgeting, forecasting, and long-range planning. • Assist with the annual operating plan (AOP) budgeting process and drive ongoing departmental forecasting in partnership with business leaders. • Develop and maintain cash forecasting models to support liquidity planning and working capital decisions. • Model and analyze sales commissions, ensuring accuracy, alignment with plans, and clear reporting to stakeholders. • Support month-end reviews and variance analysis, comparing actuals against budget and forecast with clear, actionable narrative explanations. • Design and deliver executive-level dashboards and reporting to surface trends, risks, and opportunities. • Identify, design, and implement process improvements and automation that reduce manual effort and increase reporting speed and accuracy. • Leverage AI tools and large language models to automate analyses, accelerate reporting, and enhance decision support. • Partner closely with the accounting team during month-end close to ensure timely, accurate, and consistent financial results. • Translate financial data into concise insights and recommendations for executive and cross-functional audiences. Required Qualifications • Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent experience. • 3 to 5 years of FP&A experience with strong, demonstrated financial modeling skills. • Background in banking, investment banking, or corporate FP&A strongly preferred. • Proven expertise in budgeting, forecasting, cash forecasting, AOP budgeting, and departmental forecasting. • Hands-on experience modeling and analyzing sales commissions. • Strong financial reporting skills, such as PowerBI, dashboards, DAX, data modeling, and executive reporting. • Advanced Excel proficiency • A clear track record of process improvement and automation, with a mindset for streamlining and scaling workflows. • Hands-on experience or strong interest in leveraging LLMs and AI tools to automate and enhance financial analysis. • Demonstrates strong analytical rigor and attention to detail, with a proactive, self-directed approach, intellectual curiosity, and the ability to build effective business partnerships and communicate financial insights clearly to executive audiences. Preferred / Bonus Qualifications • Familiarity with month-end close activities and the ability to partner effectively with accounting. • Solid understanding of GAAP and its application to financial reporting and analysis. • Experience supporting month-end reviews and variance analysis with clear narrative explanations. • ERP experience such as NetSuite, SAP, Oracle, or Workday. • Experience with SQL or data query tools for pulling and transforming large data sets. • CPA, CFA, or MBA is a plus. • Experience in a high-growth, private equity backed, or SaaS environment. CallRevu is the leading communication intelligence platform built for automotive retail- empowering dealerships to take control of every conversation, from the first ring to the final result. Our unified solution combines a hosted phone system, call monitoring, performance training, and reputation management- fueled by AI powered analytics that turn every customer interaction into actionable intelligence. Founded in a dealership in 2008, CallRevu was created by the industry, for the industry. We deliver the tools dealerships need to drive revenue, improve operations, and deliver exceptional customer experiences.