Senior Financial Analyst

🕒 Abril 30

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $70.000 - $100.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

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Invoca

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2012

🤖 Inteligência Artificial

🤝 B2B

📡 Telecomunicações

Artificial Intelligence • B2B • Telecommunications

A Invoca é uma fornecedora líder de uma plataforma de execução de receita, projetada para ajudar as equipes de marketing, vendas e contact centers a gerar mais receita. Ela se especializa em call tracking, inteligência artificial (IA) e gestão de interações para otimizar o crescimento da receita. Sua plataforma inovadora conecta diretamente os investimentos de marketing às vendas offline por meio de recursos de IA, oferecendo insights detalhados sobre o comportamento do comprador a partir das chamadas. A Invoca atende a uma ampla gama de setores, incluindo automotivo, serviços financeiros, saúde, serviços para o lar, seguros, varejo, telecom e viagens e hospitalidade. A empresa é reconhecida por ajudar os negócios a otimizar o investimento em mídia e a melhorar o desempenho das campanhas por meio de atribuição completa para cada chamada.

Descrição

• Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance provided. • Assist with the commission process: onboard new hires, process terminations, QA Spiff calculations, distribute statements, track approvals, prepare payroll accruals, and submit data for payroll. • Contribute to the monthly, quarterly, and annual financial reporting package for senior management and the Board of Directors. • Perform variance analysis between budget, forecast, and actuals to ensure continued refinement of financial processes. • Partner with functional area leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests. • Identify policies, processes, and tools in need of improvement and research/recommend solutions to increase efficiency. • Leverage technical strength in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management.

🎯 Requisitos

• Experience: A minimum of 2 years of related experience in Accounting and FP&A teams within a corporate SaaS environment. • Education: A Bachelor’s degree in Accounting or Finance is required. • Technical Skills: Advanced Excel skills, proficiency in tools such as Planful, Tableau, and PowerPoint, and familiarity with leveraging AI/ML technologies for enhanced forecasting and data analysis. • Core Competencies: Strong critical thinking, problem-solving skills, and the ability to work autonomously in a fast-paced environment. • Communication: Outstanding written and verbal communication skills with the ability to present complex data concisely to senior leadership.

🏖️ Benefícios

• Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed. • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family. • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options to choose what works best for you and your family. Fertility assistance is also included. • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%. • Stock Options – All employees are invited to share in Invoca’s success through stock options. • Mental Health Program – Well-being support on a broad range of issues is available through our SpringHealth program. • Paid Family Leave – Up to 12 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members. • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs. • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service. • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more.