Senior Financial Analyst

🕒 vor 1 Monat

🇺🇸 Vereinigte Staaten – Remote

💵 $70.000 - $100.000 / Jahr

⏰ Vollzeit

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Invoca

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 2012

🤖 Künstliche Intelligenz

🤝 B2B

📡 Telekommunikation

Artificial Intelligence • B2B • Telecommunications

Invoca ist ein führender Anbieter einer Revenue-Execution-Plattform, die Marketing-, Vertriebs- und Kontaktzentren dabei unterstützt, mehr Umsatz zu generieren. Sie sind spezialisiert auf Call Tracking, künstliche Intelligenz und Interaktionsmanagement, um das Umsatzwachstum zu optimieren. Ihre innovative Plattform verbindet Marketinginvestitionen direkt mit Offline-Verkäufen durch KI-Funktionen und bietet detaillierte Einblicke in das Käuferverhalten bei Anrufen. Invoca unterstützt eine Vielzahl von Branchen, darunter Automobil-, Finanzdienstleistungen, Gesundheitswesen, Hausdienste, Versicherungen, Einzelhandel, Telekommunikation sowie Reise & Gastgewerbe. Das Unternehmen ist dafür bekannt, Unternehmen dabei zu helfen, Werbeausgaben zu optimieren und die Kampagnenleistung durch vollständige Attribution für jeden Anruf zu verbessern.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.