Senior Financial Analyst

About the Role

As a Senior Financial Analyst on the FP&A team, you’ll play a hands-on role during a defining phase of Relay’s growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you’ll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. This is a high-ownership role for an exceptional early-career professional — someone with a strong academic record and 2–3 years of experience in a rigorous analytical environment (e.g., management consulting, investment banking) who is fluent in modern AI tooling. You’ll work shoulder-to-shoulder with senior business leaders on the real problems that come with scaling a company.

Responsibilities

• Partner with business leaders on the decisions that matter. Work side by side with functional leaders to understand their priorities and the drivers they own, then help quantify, plan, and pressure-test the strategic shifts that move the business forward.
• Drive the planning process. Help run the annual operating plan (AOP) and long-range plan end-to-end; gather inputs from functional owners, use numbers to inform company strategy, and keep the planning process organized and on schedule.
• Build, transform, and automate with AI. Automate data ingestion, reporting, and reconciliation — then go further, finding new ways to bring AI across financial planning and analysis, from sales forecasting to scenario modeling, to transform how the team works and how much it can take on.
• Build analyses and recommendations for senior leadership. Develop analyses, scorecards, and recommendations for the executive team, including the CEO and CFO, by translating the numbers into a clear story with a point of view.
• Prepare board, investor, and lender materials. Help assemble board packages, business reviews, and diligence/data-room materials for investors and lenders.
• Define and track the KPIs that matter. Shape how the business measures success — build and maintain dashboards, deliver clean, trustworthy business intelligence (BI), and keep metric definitions consistent across the team.
• Own and extend the financial model. Help build and improve our driver-based model, refining assumptions, adding scenario layers, sharpening cohort and unit-economics logic, and keeping inputs clean and reconcilable.
• Partner on operating expense planning. Be a key partner to cross-functional teams as they plan and spend for their investments while we scale rapidly, supporting operating expense (OpEx) planning and analysis.
• Run recurring reporting and close support. Produce the monthly operating scorecard and variance packages within days of close and help reconcile actuals quickly and accurately.

Requirements

• Financial foundation: 2–3 years in a rigorous, analytically demanding environment (e.g., management consulting, investment banking, private equity, growth equity). Experience working through ambiguous and challenging problems, working at pace, and holding a high bar for quality. Direct FP&A or strategic finance experience and exposure to a B2B SaaS, software, or hardware company are each a plus.
• Modeling and analytical skills: Strong Excel/Google Sheets financial modeling skills and a genuine affinity for numbers. Ability to synthesize information quickly and simplify a complex set of variables into a clear answer.
• AI-tooling fluency: Comfortable with — and excited about — using modern AI tools to automate reporting, clean data, and accelerate analysis. Actively look for leverage rather than doing everything manually.
• Range over lanes: Enjoy variety and can flex to wherever the business needs you; OpEx partnering one week, BI/dashboard delivery the next. A versatile generalist.
• High-velocity operator: Bias for action and thrive in a fast-paced, ambiguous, build-as-you-go environment. Bring a continuous-improvement mentality to the processes you touch.
• Clear communication: Strong written and verbal skills, with the ability to present financial information clearly to a range of audiences. Relationship-oriented and partner well across functions.
• Owner mentality: Take accountability for your work, sweat the details, and follow through by building repeatable processes.
• Integrity: Hold the highest standards of integrity and are trustworthy with sensitive financial information.
• Education: Strong academic record and Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or another quantitatively rigorous field, with a track record of high achievement. Familiarity with US GAAP, or prior experience partnering closely with Accounting, is a plus but not a prerequisite.

Benefits

• 100% Paid Insurance: Health, Dental, Vision, Long/Short Term Disability, and Life Insurance for you and your dependents
• Generous Paid Time Off
• 401(k) Savings Plan + Company Match
• Baby Cash Reward + Paid Parental Leave
• Wellness Perks: Access to a world-class onsite fitness center with instructor-led classes, plus tennis, basketball, pickleball, and cycling (Raleigh-based HQ)
• Team Events & Culture: Company celebrations and team outings
• Latest tech, standing desks, and all the tools and software you need to thrive

Schedule

Our Finance team maintains a strong in-office presence to foster creativity and connection. Candidates for this role should expect to work in person 5 days a week at our Raleigh, NC office.

About Relay

Relay is the Intelligent System of Action for the physical economy. While the digital revolution has often left the deskless workforce behind, we are closing that gap by transforming analog frontline operations into a data-rich, AI-powered ecosystem. We aren’t just selling radios; we’re building the digital foundation for the 80% of the global workforce that doesn’t work at a desk.

Why Join Relay?

• A Proven Winner: Join a hyper-growth company trusted by over 10% of the Fortune 500, continuing to move upmarket with massive impact.
• High Value, High Impact: With 47% of our revenue from $100K+ ARR customers and 135% Net Revenue Retention (NRR), you'll be joining a company rooted in value creation.
• Market-Leading Innovation: The Relay platform captures 1 billion new data points weekly and features award-winning AI tools like TeamTranslate™, with 500% YoY growth.
• World-Class Leadership: Our stellar leadership team is built to help us scale toward our next major milestones.
• The Relay Culture: We’re dedicated to helping you do the best work of your life (BWIML), investing in your growth through L.I.T., living our CHASE values, and learning from incredibly talented, supportive teammates who make the work (and the wins) better every day.