Senior Financial Analyst

Overview:

Relay is revolutionizing frontline worker communications, earning a top 20% ranking on the 2024 Inc. 5000 list as one of the fastest-growing private companies in the U.S.! Our cloud platform delivers real-time communication, location tracking, and data analytics, empowering professionals across industries to work smarter, faster, and safer. We’ve disrupted the handheld radio industry with our rugged, internet-enabled smart devices and software, and we’re on track to become the market leader!

We are seeking a Senior Financial Analyst to join our dynamic finance team. This opportunity is ideal for a finance professional with substantial corporate finance experience (3+ years preferred) who demonstrates both passion and drive to excel and advance in the field. If you are eager to leverage your expertise and continue growing within a fast-paced, innovative environment, we want to hear from you.

In this role, you will play a pivotal part in shaping the future of our company. Using your advanced data analysis skills, you will gather, analyze, and interpret financial and operational data from various departments. You will collaborate with cross-functional teams to support and drive new and ongoing business initiatives, optimize financial reporting processes, develop comprehensive company-wide forecasts, and lead critical financial close activities on a monthly, quarterly, and annual basis. Additionally, you will be a key contributor on strategic projects, including fundraising, acquisitions, and product development.

This role is based at our headquarters in Raleigh, NC.

Responsibilities (What You’ll Do):

• Financial & Business Analysis: Conduct in-depth analyses of business drivers—including margins, churn, and expansion—to identify opportunities for growth and operational improvement.
• Forecasting & Planning: Support the creation and maintenance of company-wide financial forecasts in collaboration with key stakeholders across the business.
• KPI Development & Monitoring: Utilize advanced BI tools to develop, track, and analyze key performance indicators (KPIs), enabling data-driven strategic decision-making.
• Executive Insights & Recommendations: Present data-driven insights and strategic recommendations to leadership and key stakeholders to support high-impact decision-making.
• Strategic Initiatives & Special Projects: Support high-priority projects, including fundraising efforts, acquisitions, and product innovation initiatives.
• Reporting & Automation: Enhance financial reporting processes by leveraging automation to streamline workflows and improve efficiency for internal stakeholders.
• Cross-Functional Collaboration: Partner with teams across the organization to evaluate and support new and ongoing business initiatives.
• Process & Methodology Improvement: Continuously refine financial processes and forecasting methodologies to keep the business at the forefront of industry best practices.
• Financial Close & Accuracy: Contribute to monthly, quarterly, and annual financial close activities to ensure accurate and timely reporting.

Experience, Qualifications, and Skills (What You’ll Bring):

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree is a plus.
• A minimum of 3 years of progressive experience in corporate finance, financial analysis, or a similar role.
• Proven track record in financial planning, analysis, and strategic forecasting.
• Strong understanding of software business models, particularly SaaS and subscription-based revenue. Experience with hardware-enabled software solutions is a plus.
• Exceptional analytical and organizational skills with acute attention to detail.
• A proactive and self-driven work ethic combined with a passion for continuous learning and growth.
• Advanced proficiency in Excel, Google Suite, and PowerPoint.
• Demonstrated ability to navigate ambiguous or challenging situations and drive outcomes that align with business objectives.
• Experience thriving in dynamic, fast-paced environments with a proven ability to prioritize competing demands.
• A strong team player who communicates effectively and brings a positive, can-do attitude to every project.
• Familiarity with SQL is highly desirable.
• Deep passion for corporate finance and a drive to continuously learn, adapt, and advance in the industry.

About us: Relay culture, benefits & perks:

First and foremost, our culture thrives on fostering Learning, Impact, and Teamwork (LIT), enabling Relayers to do the best work of their lives. We call this BWIML (pronounced bee wimmel = Best Work In My Life)!

It's truly amazing what happy, engaged team members can achieve. Our evolving benefits ensure you can balance work and life, prioritize health, make an impact, grow professionally, and care for your family while securing your future.

At Relay, we offer...

• 100% Paid Insurance Health, Dental, Vision, Long/Short Term Disability and Life Insurance benefits for you and those who depend on you
• Generous Paid Time Off
• 401(K) Savings Plan + Company Match
• Baby Cash Reward + Paid Parental Leave
• Wellness perks include a world-class onsite fitness center with instructor-led classes, a locker room, and endless outdoor amenities—whether tennis, basketball, cycling, or pickleball is your jam.
• Latest tech, standing desks, and all the accessories and software you need to succeed in your role

The Relay Hybrid Work Model

At Relay, relationships are at the core of everything we do - and this translates to how we approach our customers and our work internally. Relay is committed to building long-term customer relationships rather than transactional engagements. All Relayers, regardless of role, are encouraged to engage with customers and attend trade shows.

Internally, Relayers endeavor to build authentic, caring, and trusted relationships with each other.

With these principles in mind, and because we believe relationships are formed more quickly and deeply in-person, we greatly value the power of collaborating together with our customers on-site at their properties, and with each other in our spectacular and amenity-rich office.

Our relational approach is also at the heart of why we ask all Relayers in our hybrid model to work from the office a minimum of 3 days per week with some roles requiring additional days.