Financial Analyst

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.

• 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.

• 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.

• Software industry experience. Experience with FP&A planning tools. Previous experience with Net Suite 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.

You’ll sit at the intersection of finance and the business, with direct line of sight to how two of CAI’s business units operate and grow. This is a high‑visibility seat working alongside the VP of FP&A and the Process and Discrete Manufacturing GMs — the kind of role where your analysis directly informs decisions, not one where reports go into a drawer.

You’ll build deep expertise in software economics, sharpen your modeling and storytelling skills, and grow with a finance team that’s scaling alongside the company.

AI Software is an “EEO/Veterans/Disabled employer.”

CAI Software is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation

CAI Software endeavors to make reasonable accommodations for applicants with disabilities and disabled…