FP&A Analyst

SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is currently looking for a Financial Analyst to support the senior management decision-making process as a subject matter expert in the financial mechanics & operational drivers in our SaaS model and how we fit in the market.  The focus of this work will be supporting deliverables from current sales/operational activity to short & long term planning.

SOCi expects to pay a base salary in the range of $59,122 - $92,821 CAD base plus bonuses/commission. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.  

Who We Are

SOCi is one of the fastest growing technology companies in the United States, ranking on the Inc. 5000 Fastest Growing Companies in America list for the last seven consecutive years.  The leader in AI-powered marketing solutions for multi-location businesses, SOCi is trusted by nearly 1,000 top brands including Ford, Ace Hardware, Kumon, Liberty Tax, and more. At SOCi, our vision is to empower people to do what they love by providing intelligent software that can do the rest. SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. View more on our Awards & Accolades here! 

How You’ll Make an Impact

• Own various monthly, quarterly, and annual KPI reporting that deliver results to management around recurring revenue, customer attrition, product mix, and other ad hoc metrics
• Maintains living external and internal reporting packages including: management deck updates, compliance testing, budget vs. actual reporting, variance analysis with RCA of atypical findings
• Assist with the annual and quarterly budgeting and forecasting processes
• Build partnership with department leaders to understand drivers, trends, opportunities, and share insights and recommendations through data
• Document & design more efficient workflows that match our growth and eventual scale
• Provide objective analytical support to help influence and reinforce business decisions by understanding the “big picture” as well as the finer mechanics of the organization
• Identify trends, advise the company, and recommend actions based on sound analysis
• Ad hoc reporting/projects that are assigned

What You’ll Need to be Successful

• Remote Opportunity: Ability to work 100% remotely 
• Must Have:  
  • Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus.
  • 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields. Big 4 audit experience is a plus
  • Experience working in a high growth technology, SaaS company, or recurring revenue service business
  • Familiarity with standard set of financial statements
  • Experience working at a start-up is preferred
  • Must have strong experience with advanced Microsoft Excel & Google products 
  • Background in FP&A software & ERP implementation
  • Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving
  • Strong verbal and written communication skills
  • Strong work ethic with a positive, coachable, can-do attitude
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Attention to accuracy and detail required
  • Proven ability to work under pressure and meet tight deadlines

This position will remain open with applications due by March 13, 2025. The position may close before March 13, 2025 if SOCi receives an over abundance of applications or finds and selects a candidate prior to the close date.

What SOCi Provides to You

• Comprehensive Benefits Package (non-contract roles only)
• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment 
• Flexible paid time off (non-contract roles only)
• Quarterly wellness days
• Paid holidays
• Unique employee engagement programs 
• Empowering Career Growth and Success 

What’s Important at SOCi

Led by a team of industry experts, SOCi is leading the pack in Localized Marketing for Multi-Location brands. Our passionate team of SOCialites work from home around the globe! 

Our collaborative, dynamic culture allows our teams to work cross-functionally and optimize productivity. We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you. Visit soci.ai for more information.  

SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E-Verify check to confirm your eligibility to work in the United States (if applicable).

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