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Revalize

Senior Financial Analyst

Revalize

Senior Financial Analyst in a PE-backed software company focusing on financial reporting and decision-making. Partnering with business leaders and leveraging AI-driven insights for financial analysis.

Posted 4/14/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $90,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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.
  • Partner with business leaders to assist with managing financial performance and tracking functional performance toward financial objectives.
  • Leverage AI-driven tools and predictive analytics to enhance forecasting accuracy and identify financial trends proactively.

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • PTO, Sick and Parental Leave
  • Medical, Dental, and Vision Insurance
  • 401(k) Plan
  • Health Savings Account
  • Life Insurance
  • Employee Assistance Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysisforecastingmonthly recurring revenue projectionsquarterly forecastsannual operating planbudget cyclepredictive analyticsAI-driven tools
Soft Skills
communicationstakeholder managementadaptability
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingMBA