Senior Financial Analyst

About Invoca:

Invoca is the leading AI-powered conversation intelligence platform. We empower marketing, sales, customer experience, and contact center teams to unlock the intent and insights within every customer interaction – driving better customer experiences, increased revenue, and improved operational efficiency. Join our dynamic, fast-growing team, where innovation and collaboration are at the core of our culture.

About the Team:

The FP&A team is a dynamic group dedicated to helping the business scale during rapid expansion. We serve as a critical partner to the organization, providing the financial modeling and in-depth analysis necessary to support sound business judgment and strategic decisions.

About the Role:

Reporting to the VP of Finance, this highly visible individual contributor role focuses on financial modeling and forecasting. You will analyze financial and operational results, monitor performance, and own key components of the planning and forecasting processes while identifying ways to help the finance team scale.

You Will:

• 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.

You Have:

• 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.

Salary, Benefits, & Perks:

At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include:

Please note that benefits for teammates outside the U.S. may vary in accordance with their country’s laws and regulations.

• 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.
• Position Base Range - $70,000-$100,000 per year plus bonus or variable

DEI Statement

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.

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