Senior Financial Analyst

Description The Company

Open Tech Alliance, Inc. was founded in 2003 and is a leading technology provider to the self storage industry. The company delivers software-enabled solutions including online auctions, access control systems, full-service kiosks, and call center services to self storage operators across North America, with a growing international presence. Headquartered in Phoenix, AZ, Open Tech supports many of the largest self storage operators in the U.S. and continues to scale its core products while strengthening internal operations to support growth.

We are seeking a Senior Financial Analyst to support the finance team with rigorous analysis, financial modeling, and cross-functional partnership. This role is critical to budgeting, forecasting, and performance monitoring, helping Open Tech Alliance make well-informed strategic decisions.

The ideal candidate brings strong technical finance skills, structured thinking, and sound business judgment with the ability to translate complex data into clear recommendations for leadership.

• Lead preparation of monthly and quarterly financial reports, including variance analysis and forward-looking insights
• Develop and maintain financial models supporting business planning, pricing decisions, and strategic initiatives
• Partner with business units to analyze trends and deliver actionable recommendations grounded in business drivers
• Own the budgeting and forecasting processes, critically evaluating assumptions and identifying risks
• Monitor KPIs and financial metrics, reporting results and proposing corrective actions where needed
• Perform ad-hoc analyses — cost-benefit, scenario planning, sensitivity analyses — to support new projects and business cases
• Present findings to senior management, clearly communicating insights into both financial and non-financial stakeholders
• Ensure data integrity in financial systems and contribute to process improvements that improve reporting efficiency

• 5+ years of progressive financial analysis experience, preferably in a corporate finance environment
• Prior Private Equity (PE) ownership experience required
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred
• Strong Microsoft Excel proficiency: advanced formulas, Pivot Tables, scenario tools
• Proven experience building financial models and conducting scenario and sensitivity analyses
• Demonstrated ability to work independently — identifying problems, designing analytical approaches, and driving to recommendations
• Experience working cross-functionally and influencing business partners, including constructively challenging assumptions
• Net Suite and/or D365 experience preferred