Senior Financial Analyst

About Revalize

Revalize, established in 2021, supports manufacturing companies in improving how they design, model, develop, and sell products. Its platform is focused on helping organizations achieve stronger results across the manufacturing value chain, with AI used as an enabling tool to improve outcomes rather than replace judgment. The company values people who take initiative, adapt quickly, and use AI-enabled approaches to solve business problems in a changing market.

The company is building the next generation of manufacturing technology through CPQ, PLM, and design solutions that help turn data into business opportunities and speed up the path from idea to revenue. Revalize supports more than 16,000 customers worldwide and is backed by TA Associates and Hg.

Role Summary

This is a Senior Financial Analyst role within the global FP&A function, reporting to the VP of FP&A. It is a fast-moving opportunity in a growth-focused, PE-backed software environment. The role centers on financial reporting, business analysis, planning, forecasting, and modeling to support better performance as the company scales. The position also calls for the use of AI-enabled tools and insights to strengthen analysis and improve decision-making.

The right candidate will be comfortable presenting to senior leadership, balancing several priorities at once, and delivering on deadlines in a global, results-driven setting. Strong leadership, sound business judgment, and the ability to improve processes are important for success in this position.

Key Responsibilities

• Support the VP of FP&A with company-wide analysis tied to forecasting, monthly close, quarterly reporting, and annual planning, while sharing clear and accurate updates with private equity stakeholders, board members, business leaders, and the finance organization.
• Contribute to financial planning activities such as monthly recurring revenue forecasts, quarterly projections, and the annual operating plan, while helping the team meet all reporting and planning deadlines.
• Work with business leaders to monitor financial performance, review expense patterns, and assess progress against functional financial goals.
• Take part in and lead ad hoc cross-functional initiatives across business units, helping teams plan, measure, report, and improve operational performance.
• Spot ways to improve processes and systems, streamline repetitive work, and reduce manual errors through automation.
• Use AI-powered tools and predictive analytics to improve forecasting accuracy and surface trends earlier.
• Partner with technology teams to bring AI capabilities into financial modeling and reporting workflows so decisions are more data driven.
• Support acquisition due diligence, financial modeling, budgeting, and integration work, including tracking synergies against deal assumptions.
• Serve as a senior contributor and team leader within FP&A, mentoring junior colleagues and contributing with a collaborative, team-first mindset.

Requirements

• 3 to 5 years of progressive experience in FP&A.
• Bachelor’s degree in Finance or Accounting, or completion of an MBA.
• Hands-on experience with an annual planning or budget cycle.
• Ability to adapt to emerging technologies, including AI-based financial tools, to improve efficiency and insights.

Preferred Background

• Experience in the global software or SaaS industry is preferred.
• M&A exposure, especially post-acquisition integration, is an advantage.

Additional Information

Standard working hours are 8:00 am to 5:00 pm Eastern Time for employees in the United States and 08:00 to 17:00 Central European Time for employees in the EMEA region.

Revalize is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, pregnancy and related conditions, sexual orientation, gender identity, gender expression, transgender status, gender stereotypes, age, protected veteran status, disability, or any other legally protected characteristic. The company participates in E-Verify in certain locations where required by law.

Compensation for the successful candidate will depend on factors such as experience, education, licenses, training, skills, responsibilities, benefits, and work location. This is a full-time position that is bonus eligible. Base pay is only one part of the total compensation package, and the listed range is a good-faith estimate for new hires across all U.S. locations.

Employees working at least 30 hours per week are eligible for PTO, sick leave, parental leave, medical, dental, and vision insurance, a 401(k) plan, a health savings account, life insurance, and an employee assistance program.

As part of the hiring process, qualified candidates will be asked to complete a 30-minute online pre-employment assessment.

Selection Process

Shortlisted candidates will need to complete a 30-minute online assessment before moving forward in the recruitment process.