Financial Analyst

CAI World-Wide•Salt Lake, UT

2d•Hybrid

About The Position

CAI Software is seeking a Financial Analyst to join our Finance team, reporting to the VP of FP&A. In this role, you'll partner closely with the General Managers of our Process Manufacturing and Discrete Manufacturing business units, providing the financial analysis, reporting, and insight that helps them run their businesses with clarity and confidence. You'll own recurring FP&A deliverables — management reporting, P&L analysis — while also tackling ad hoc analyses that shape commercial and operational decisions across both BUs. This is a high-visibility seat for an analyst who wants exposure to senior leadership, breadth across two manufacturing verticals, and the chance to grow alongside a finance function that's scaling with the company.

Requirements

Bachelor’s Degree in Finance or Accounting or a related field
2 to 3 years of corporate financial analysis experience with exposure to FP&A, including preparation, distribution, and analysis of monthly financial reporting and key financial metrics to identify areas for improvement
Ability to work independently and as part of a team, including partnering with finance peers and non-finance stakeholders across business units
Attention to detail
Strong proficiency in Excel, including financial modeling, forecasting, and variance analysis
Strong Organizational skills with the ability to manage multiple responsibilities in a fast-paced environment with minimal supervision and meet deadlines.
Excellent verbal and written communication skills, including the ability to prepare clear, executive-ready commentary and presentation material
Ability to be flexible, open, and responsive to changes.

Nice To Haves

Software industry experience.
Experience with FP&A planning tools.
Previous experience with NetSuite and Salesforce, as well as BI tools.
Experience using AI tools to enhance analytical work — or genuine willingness to learn, experiment, and adapt as the tools evolve
Ability to express ideas, challenge assumptions, and provide financial insights.
Enthusiastic and proactive with a willingness to learn and take on new challenges.

Responsibilities

Support the annual budget and in-year forecast process for the Process and Discrete Manufacturing business units — building and maintaining the underlying models, gathering inputs, and partnering with other finance teams on the monthly, quarterly, and annual cycles.
Help prepare Monthly and Quarterly reporting packages, including plan-vs-actual variance analysis, business-trend commentary, and executive-level summaries.
Help prepare analysis, commentary, and presentation material for quarterly meetings, operations reviews, and management reviews with BU leadership.
Execute recurring FP&A functions — monthly close P&L analysis, trend analysis, and management reporting across functional areas.
Build financial models and run ad hoc analyses for special projects (pricing, investment cases, scenario work) as requested by the VP of FP&A and the BU GMs.
Investigate anomalies in data systems and surface findings with clear, actionable analysis.
Take ownership of key reports and processes, and develop new ones to meet the evolving needs of the business.