Senior Financial Analyst

Company Description

At Revalize, we build the software and technology that powers sales of manufactured, complex products. Our customers rely on our software to select and sell everything from commercial ovens, to specialized pumps and valves, to grain elevators, and more. We are the global leader in sector-specific software solutions that help manufacturers optimize revenue operations through design applications, engineering simulations, product selection, CPQ, PIM, visualization, and data analytics.

Headquartered in Jacksonville, FL, we serve over 20,000 customers across the globe.

Revalize is a portfolio company of TA Associates and HG.

Job Description

We are searching for a highly analytical and effective candidate to join our global FP&A team as Senior Financial Analyst. This position will report to the VP of FP&A and offers the opportunity to work in a high paced, growth-oriented PE backed software company. S/He will be responsible for developing and managing various financial reporting, business analysis, modelling and forecasting activities that will help effectively manage and improve the financial performance while scaling the company’s growth.

The successful candidate will have the ability to communicate effectively with executive leaders, tackle multiple projects, and efficiently execute on deliverables. The right individual will have strong leadership skills and solid business acumen capable of driving results and improving processes. This person will have operated successfully in a fast-paced, global, results-oriented environment. 

Location

• Remote in the United States

Responsibilities 

• 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. Assist with establishing and meeting key reporting and planning deadlines. 
• Partner with business leaders to assist with managing financial performance and tracking functional performance toward financial objectives. Meet with business leaders to review financial results and expenditure trends.
• Lead and participate in ad-hoc cross functional teams and projects for business units. Support and partner with teams in planning, measuring, reporting, and improving performance of operations.
• Identify opportunities for process and system to enhance efficiency and accuracy. Automate manual processes to streamline workflow and reduce errors.
• Assist in acquisition due diligence, modeling, budgeting, and integration. Establish synergy tracking to ensure deal model objectives are fully achieved.
• Act as a leader and senior member of the FP&A team with a team-first mentality and a willingness to mentor less experienced members of the team.

Qualifications

• 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

Preferred

• Experience in global software/SaaS industry preferred.
• M&A experience, including post-acquisition integration experience is a plus.

Additional Information

All your information will be kept confidential according to EEO guidelines. Qualified applicants will be asked to complete a 30-minute online assessment as a part of your application. The official working time zones are EST for US employees and CET for EMEA employees.