Invoca logo
Invoca

Invoca, the AI-powered conversation intelligence platform for B2C revenue teams.

Senior Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 201-500Since 2012H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

25 days ago

Salary

$70K - $100K / year

Seniority

Senior

Bachelor Degree2 yrs expEnglishTableau

Job Description

Senior Financial Analyst

Invoca

• 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.

Job 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.

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