Regulatory Analyst / Finance Accounting

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. 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. 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. 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. Provide modeling and analysis to support pricing decisions led by the Product Marketing team. 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.

Undergraduate degree in Accounting or Finance
~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)
Healthcare (one option covered at 100% for employees), Dental & Vision Coverage
~ Flexible vacation policy
~Employee stock options available from day one
~$Catered lunch every Tuesday * an in-office perk
~ MARTA transportation or office parking expenses covered
~ Hybrid work options with $500 office stipend to set up your home office
~ Designated bike storage
CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission.

We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc). 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.