Ability to communicate complex financial information to non-financial leaders
Advanced Excel skills required, including pivot tables and data integrity
Experience with Netsuite, Zuora, Salesforce, and Looker is a plus
Responsibilities
Monitor and analyze budget/forecast variances monthly
Run monthly variance analysis for assigned departments
Manage the company's financial model and streamline reporting
Assist with monthly forecast and annual budget preparation
Prepare monthly financial packages and KPIs using various systems
Develop new revenue forecasting capabilities
Collaborate with Talent and Culture on headcount tracking
Benefits
Healthcare coverage (one option at 100% for employees)
Competitive HSA with company matching
Paid parental leave
Flexible vacation policy
401K options with dollar-for-dollar company match
Employee stock options from day one
$2,000 annual educational allowance
Catered lunch every Tuesday
MARTA transportation or office parking expenses covered
Employee charitable donation match up to $500 annually
Regular company outings and events
Hybrid work options with $500 office stipend
Designated bike storage
Full Job Description
The Position
CallRail is looking for a highly analytical and detail oriented Senior Financial Analyst to join our Financial Planning and Analysis team. Reporting to the Sr. Director of FP&A you will be responsible for pulling together reports and analysis to support the decision making of the Executive and Leadership teams. Additionally, you will partner closely with various departments, Talent & Culture and Accounting to improve our internal financial processes and help advance the operating objectives of the business.
The best fit for this position is someone who is detail oriented, analytically minded, an advanced excel user and is an excellent communicator who enjoys collaborating with people across all departments.
What You'll Do
Monitor and analyze budget/forecast variances each month and work with department leadership to help make operating decisions.
Run monthly variance analysis for assigned departments and work with department leaders to ensure all expected expenses are planned in the forecast.
Manage the company's financial model, building new components to align with current business initiatives, while streamlining reporting and usability of the model.
Assist with the preparation of the monthly forecast and annual budget. Adjust the financial forecast model to reflect expected revenue and expenses as needed.
Prepare monthly financial packages, KPIs, and other analyses/reports using systems like Looker, Netsuite, Zuora, and Salesforce.
Develop new revenue forecasting capabilities and systems for communicating changes.
Collaborate with Talent and Culture on position and headcount tracking/forecasting
Provide modeling and analysis to support pricing decisions led by the Product Marketing team.
Work on multi-year business cases with leadership, marketing and product management.
Develop and maintain granular analysis of our cost of acquisition through various sales channels.
Continually work to improve internal financial processes to gain efficiency.
Monitor business processes and develop tools to track trends and help inform finance leadership.
Prepare financials for annual 409a valuation
Prepare market analysis reporting with comparisons to similar SaaS companies.
What You'll Need
Undergraduate degree in Accounting or Finance
5+ Years related experience
Strong organization/documentation skills and attention to detail needed to be successful
Ability to communicate complex financial information to non-financial leaders
Netsuite, Zuora, Salesforce and Looker experience a plus, but not required
Advanced excel skills required (Knowledge of pivot tables, lookup methods, chart creation, and data integrity issues)
If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience.
Additional Perks
Healthcare (one option covered at 100% for employees), Dental & Vision Coverage
Competitive HSA with company matching
Paid parental leave
Flexible vacation policy
401K options with company dollar-for-dollar match
Employee stock options available from day one
$2,000 annual educational allowance
Catered lunch every Tuesday * an in-office perk
MARTA transportation or office parking expenses covered
Employee charitable donation company match, up to $500 annually
Regular company outings and events
Hybrid work options with $500 office stipend to set up your home office
Designated bike storage
Continuous adoption of AI technologies is essential to this role. You will be expected to leverage AI platforms to streamline operations, solve complex problems, and stay ahead of industry benchmarks.
*** This position is based out of our Atlanta office. Through December 2026, employees are expected to work in the office on Tuesdays and Thursdays.
Beginning in January 2027, CallRail will transition to a 3 day hybrid work model. Employees will work in the office on Mondays, Tuesdays, and Thursdays.
About CallRail
CallRail is a marketing analytics platform that helps businesses track and analyze phone calls and form submissions generated from online and offline marketing campaigns. The company was founded in 2011 and is headquartered in Atlanta, Georgia. CallRail's software provides businesses with insights into which marketing campaigns are driving the most leads and conversions, as well as tools to optimize their marketing spend. The company serves over 100,000 businesses in North America and Europe across a range of industries, including healthcare, home services, and legal services. CallRail is privately held and has no publicly traded stock.
