The Role
The Senior Financial Analyst is responsible for developing financial models, managing forecasts, preparing financial reports, analyzing business performance, and providing insights to support decision-making. The role demands collaboration with cross-functional teams and continuous improvement of financial processes and tools.
Summary Generated by Built In
This is a fully remote role. Atlanta or Charlotte area preferred.
Key Responsibilities:
- Financial Planning & Forecasting:
- Develop financial models to evaluate business performance and new product/market opportunities.
- Develop, manage and iterate models to drive monthly, quarterly, annual, and long-term financial forecasts for the business.
- Utilize scenario planning and sensitivity analysis to help drive strategic decisions.
- Financial Reporting & Analysis:
- Prepare monthly, quarterly, and annual financial reports for senior management and the Board of Directors, highlighting key financial metrics, trends, and variances.
- Prepare budget and forecast vs actual reporting for senior management by department and product.
- Provide actionable insights on P&L and KPIs through financial analysis to support business leaders in decision-making.
- Business Partnering & Strategic Insights:
- Act as a business partner to cross-functional teams, including Sales, Marketing, Operations, and R&D teams, providing data-driven recommendations.
- Develop financial models to support business cases for new initiatives, investments, and strategies.
- Identify financial risks and assist in the development of mitigation strategies.
- Continuous Improvement:
- Contribute to the continuous improvement of financial reporting processes, tools, and systems.
- Proactively seek out new methodologies and technologies to improve financial analysis and efficiency.
Required Skills & Qualifications:
- Education & Experience:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 5+ years of financial analysis or related experience.
- Experience with financial modeling, forecasting, and budgeting.
- Strong background in financial reporting and variance analysis.
- Skills:
- Proficiency in financial systems, ERP software, and Excel/Sheets (advanced level).
- Proficiency with SQL and Business Intelligence (BI) tools (Looker, Tableau, Power BI, etc.).
- Exceptional analytical and problem-solving skills.
- Ability to translate complex financial data into clear, actionable insights.
- Strong business acumen and understanding of key drivers of profitability and cost.
- Excellent communication skills, both verbal and written, with the ability to present findings to senior leadership.
- High attention to detail and ability to manage multiple projects simultaneously in a fast-paced environment.
- Other Attributes:
- Experience working in the technology industry
- Self-motivated, proactive, and results-oriented.
- Strong interpersonal skills and the ability to build relationships across departments.
- Ability to work independently in a remote environment, as well as part of a virtual team.
- Ability to maintain flexibility and manage work schedules across different time zones.
Top Skills
SQL
The Company
What We Do
AVOXI, the leading cloud communications platform specializing in contact center and virtual number solutions, simplifies how companies communicate with their customers. Serving more than 6,000 global contact centers, AVOXI provides an integrated communications experience, empowering businesses to provide exceptional customer support within one comprehensive platform.