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Financial Analyst, Product & Technology

Raleigh-Cary, NC, Austin/Dallas, TX, Tampa Bay, FL, Greater Boston Area, MA, Denver, CO, Atlanta, GA, CA, NJ, TN, PA

At Reltio®, we believe data should fuel business success. Reltio’s AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering data and analytics leaders with unparalleled business responsiveness. Leading enterprise brands—across multiple industries around the globe—rely on our award-winning data unification and cloud-native MDM capabilities to improve efficiency, manage risk and drive growth.

At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.

Reltio has earned numerous awards and top rankings for our technology, our culture and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!

Job Summary: 

This position will report directly to the Director of Finance and will play a critical role in supporting the company’s growth by providing financial analysis and insights to drive strategic decision-making, with a focus on cloud platform expense (AWS/GCP/Azure) and R&D strategy. The ideal candidate will possess a strong quantitative background and analytical mindset, strong modeling abilities and an acute attention to detail, while also demonstrating the ability to collaborate effectively with VP and C-level executives.  In this position, you will:

Job Duties and Responsibilities:

  • In collaboration with the Product Development, Infrastructure, and Technology teams, contribute to the development of annual budgets, forecast updates and operational analyses.
  • Prepare and present monthly financial reporting packages, providing detailed insights and recommendations to business teams.
  • Maintain rolling quarterly and annual forecasts by updating headcount, operating expenses, and bookings ACV estimates.
  • Conduct monthly P&L reviews, summarizing actual results versus plan and forecast, and preparing variance reports for business owners.
  • Work with technical teams to report and model cloud platform expense.
  • Identify, establish and quantify KPIs, efficiency metrics and ROI measures to guide decision-making and resource allocation.
  • Contribute to key strategic finance projects such as cost analysis, product allocations, and customer profitability assessments. 

Skills You Must Have: 

  • Minimum of 3+ years of experience in Finance with a preference for SaaS businesses.
  • Bachelor’s degree in Business, Accounting, Finance, Math or a related field.
  • Advanced analytical skills with demonstrated ability to develop and manage financial models for business forecasting, variance analysis and problem solving.  
  • Strong intellectual curiosity and an eagerness to expand responsibilities over time.  
  • Self-starter with a proactive mindset, ownership mentality and goal-driven approach.

Skills That Are Nice to Have:  

  • Prior experience working with Enterprise Software Technology leadership.
  • Prior exposure to Cloud Platforms (AWS, GCP and/or Azure).
  • Experience with Adaptive Insights.
  • Experience with NetSuite, Xactly and Tableau.
At Reltio, we carefully consider a wide range of compensation factors to determine your personal top of market. We rely on market indicators to determine compensation and your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location. 

Overall Market Range

$56,000 - $108,000 USD

Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.

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