Senior Financial Analyst

Job Description

Job Description

Company Description

Founded in 2021, Revalize empowers manufacturing businesses to better design, model, develop, and sell—powering greater outcomes across the entire manufacturing value chain. Revalize leads with an AI-forward mindset—using technology as a catalyst, not a compass. We value initiative and adaptability and seek professionals who embrace AI-driven innovation to drive business results in a rapidly evolving market.  

We’re shaping the future of manufacturing technology with industry-leading CPQ, PLM, and design solutions that transform data into opportunity and accelerate the journey from idea to cash. 

Revalize serves more than 16,000 global customers and is a portfolio company of TA Associates and Hg. 

Job Description

We are searching for a highly analytical and effective candidate to join our global FP&A team as Senior Financial Analyst. This position will report to the VP of FP&A and offers the opportunity to work in a high-paced, growth-oriented PE-backed software company. S/He will be responsible for developing and managing various financial reporting, business analysis, modeling, and forecasting activities that will help effectively manage and improve the financial performance while scaling the company’s growth. The role is also expected to leverage AI-driven insights and tools to enhance financial analysis and decision-making, ensuring innovative and data-driven strategies.

The successful candidate will have the ability to communicate effectively with executive leaders, tackle multiple projects, and efficiently execute on deliverables. The right individual will have strong leadership skills and solid business acumen capable of driving results and improving processes. This person will have operated successfully in a fast-paced, global, results-oriented environment.

Key Responsibilities

• 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.

Qualifications

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.

Preferences

• Experience in global software/SaaS industry preferred
• M&A experience, including post-acquisition integration experience, is a plus

Additional Information

Revalize designates standard working hours as 8:00 am to 5:00 pm Eastern Time (ET) for employees based in the United States and 08:00 to 17:00 Central European Time (CET) for employees operating within the EMEA region.

Revalize is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Revalize participates in the E-Verify program in certain locations, as required by law.

The compensation offered to the successful candidate will be based on a variety of factors, including but not limited to, the candidate’s work experience, education and licenses, work-related training, key skills, the core duties of the role and its associated responsibilities, additional benefits offered, and the location where the work will be performed. All fulltime (30+ hours) employees are eligible for PTO, Sick and Parental Leave; Medical, Dental, and Vision Insurance; 401(k) Plan; Health Savings Account; Life Insurance; Employee Assistance Program.

This is a full-time, bonus eligible position.  Base Salary is one part of our competitive total compensation and benefits package and is determined using a range. The listed compensation range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only.

Qualified applicants will be asked to complete a 30 minute online pre-employment assessment as part of the recruitment process.