Senior Financial Analyst

🔥 18 minutes ago

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Revalize

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🤝 B2B

🛒 Retail

💰 Private Equity Round on 2021-11

Software • B2B • Retail

Revalize is a company that provides a comprehensive suite of Configure, Price, Quote (CPQ) and data analytics software solutions primarily for the food equipment and supplies (FES) industry. They offer a range of products under the AutoQuotes (AQ) brand, including AQ CPQ, AQ Design Solutions, AQ Insight Pro, AQ Pay, and AQ Products API. These tools help manufacturers, dealers, sales representatives, and consultants simplify their sales processes, improve collaboration, and increase efficiency. Revalize's solutions focus on data visualization, analytics, and multi-channel payment processing to enhance performance and productivity in managing quotes and sales for FES products.

📋 Description

• 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 enhancements to improve efficiency and accuracy. • Automate manual processes to streamline workflow and reduce errors. • Leverage AI-driven tools and predictive analytics to enhance forecasting accuracy and identify financial trends proactively. • Collaborate with technology teams to integrate AI solutions into financial modeling and reporting processes, ensuring data-driven decision-making. • 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.

🎯 Requirements

• 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

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