Job Description:
Senior Financial Analyst, Financial Planning & Analysis
Kaleris is a private equity backed software firm focused on supply chain optimization, headquartered in Atlanta, Georgia. We are a global leader in the supply chain execution market, focused on accelerating the transformation of digital supply chain for industrial and finished goods shippers and carriers by combining best-in-class solutions for challenges tied to yard management, shipment visibility, and asset management, across rail, truck, maritime, and multi-mode transportation.Our cloud-based solutions connect shippers to the Kaleris platform where visibility across multiple modes and nodes are connected and deliver powerful analytics and enterprise-level execution.Many of the world's largest shippers rely on Kaleris solutions for mission-critical workflows to achieve the confidence and clarity necessary to make moves ahead of the curve.
Kaleris is backed by Accel-KKR, a leading technology-focused private equity firm with deep domain expertise in supply chain management software and solutions.
Job Summary
We are looking for a high performing analyst for the Financial Planning and Analysis team, reporting to the Vice President of FP&A. In this role, you will be part of driving strong alignment between strategy, execution and financial results.
What You’ll Do
- Budgeting and Forecasting: Create departmental annual budgets and monthly forecasts as well as evaluate risks and opportunities.
- Business Performance Management: Deliver accurate, timely, and actionable financial reporting and key business metrics to the leadership team, private equity investors and Board of Directors.
- Champion and drive systems improvements to support the budgeting and forecast processes. Kaleris has implemented top-tier financial systems (such as Oracle NetSuite and Salesforce) and is looking for candidates with a passion for leveraging automation including budgeting tools.
- Create and analyze KPI’s related to business growth and profitability.
- Be a business partner and provide data insights to functional departments across the company. Build and/or enhance reporting as necessary.
- Constantly improve data visualization and company-wide and function-specific reporting to drive performance and build accountability.
About You
- 2-5 years of work experience in financial planning and analysis, accounting, investment banking, consulting and/or corporate finance
- Experience with private equity reporting requirements preferred
- Software company experience, preferably with a SaaS or recurring revenue dominated model, is a plus
- Experience with companies with annual revenue exceeding $100M is a plus
- Mastery of Excel and proven experience in building strong financial models required
- Advanced PowerPoint skills that enable a story-driven presentation with compelling and complete data communicated to the audience
- A self-starter who excels at driving outputs in a timely manner
- Ability to scrutinize underlying model assumptions on an ongoing basis
- Ability to develop analytical insight that will help grow the business as a “thought partner” to business leaders to solve problems
- Exceptional attention to detail and accuracy
- Project and time management skills
- Experience implementing or using financial budgeting software
- Finance or Accounting degree preferred; MBA/CPA is a plus
What We Offer
- Competitive salary
- Full benefits package
- Career growth and mentorship
Kaleris is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
