Senior Financial Analyst
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Job Description
Senior Financial Analyst leading FP&A modeling, forecasting, reporting, and automation. Supporting CallRevu’s AI-powered communication intelligence platform for automotive dealerships.
Responsibilities:
- Build, maintain, and enhance dynamic financial models for budgeting, forecasting, and long-range planning
- Assist with the annual operating plan budgeting process
- Drive ongoing departmental forecasting with business leaders
- Develop and maintain cash forecasting models for liquidity planning and working capital decisions
- Model and analyze sales commissions
- Support month-end reviews and variance analysis with actionable narrative explanations
- Design and deliver executive-level dashboards and reporting
- Identify and implement process improvements and automation
- Leverage AI tools and large language models to automate analyses and accelerate reporting
- Partner with accounting during month-end close
- Translate financial data into insights and recommendations for executive and cross-functional audiences
Requirements:
- 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
- Expertise in budgeting, forecasting, cash forecasting, AOP budgeting, and departmental forecasting
- Experience modeling and analyzing sales commissions
- Financial reporting skills including PowerBI, dashboards, DAX, data modeling, and executive reporting
- Advanced Excel proficiency
- Track record of process improvement and automation
- Experience or strong interest in leveraging LLMs and AI tools for financial analysis
- Strong analytical rigor and attention to detail
- Proactive, self-directed approach and intellectual curiosity
- Ability to build effective business partnerships and communicate financial insights clearly to executive audiences
- Familiarity with month-end close activities preferred
- Understanding of GAAP preferred
- Experience supporting month-end reviews and variance analysis preferred
- ERP experience such as NetSuite, SAP, Oracle, or Workday preferred
- Experience with SQL or data query tools preferred
- CPA, CFA, or MBA is a plus
- Experience in a high-growth, private equity backed, or SaaS environment preferred
Benefits:
- Fully remote position
- Significant visibility, ownership, and opportunity to make an immediate impact
- Professional growth and advancement opportunities
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