Senior Financial Analyst

🕒 April 30

🇺🇸 United States – Remote

💵 $70k - $100k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Invoca

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

🤖 Artificial Intelligence

🤝 B2B

📡 Telecommunications

Artificial Intelligence • B2B • Telecommunications

Invoca is a leading provider of a revenue execution platform designed to help marketing, sales, and contact centers drive more revenue. They specialize in call tracking, artificial intelligence, and interaction management to optimize revenue growth. Their innovative platform connects marketing investments directly to offline sales through AI capabilities, offering detailed insights into buyer behavior from calls. Invoca supports a wide range of industries including automotive, financial services, healthcare, home services, insurance, retail, telecom, and travel & hospitality. The company is recognized for helping businesses optimize ad spend and improve campaign performance through full attribution for every call.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.