Financial Analyst
CAI Software, LLC · United States
- Hybrid
- Full-time
- $85,000 / year
- United States
Job highlights
- Analyze financial data for manufacturing business units.
- Support budgeting, forecasting, and monthly reporting.
- Partner with General Managers and senior leadership.
- Develop financial models and conduct ad hoc analyses.
- Gain exposure to software economics and business growth.
About the role
About CAI Software
CAI Software builds digital work execution platforms and software solutions that help manufacturing businesses operate with greater clarity and control. Our people bring structure to complexity by replacing fragmented, paper-based processes with connected digital workflows that improve visibility, compliance, and decision-making in real industrial environments. With 45+ years of experience and a presence across 10+ countries, CAI combines deep industry understanding with practical technology. Our team consists of ~800 employees worldwide who work across 15 core industries and support 5,000+ customers, guided by sound judgment, long-term thinking, and outcomes that endure.
CAI Software is organized into three business units - Graphic Communications, Process Manufacturing, and Discrete Manufacturing - aligned to the markets we serve. This structure allows our teams to stay close to customer needs while operating with the scale and support of a global software company. This role is part of our Finance team, which includes the functions that support CAI business units. This model enables deep industry focus at the BU level while benefiting from the scale, expertise, and stability of one unified organization — allowing CAI Software to deliver specialized solutions at scale.
About the Role
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.
What You’ll Do
- 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.
What We’re Looking For
- 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.
Preferred Skills and Experience
- 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.
Why Join Us
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.
Key skills/competency
- Financial Analysis
- FP&A
- Budgeting and Forecasting
- Financial Reporting
- P&L Analysis
- Excel
- Financial Modeling
- Data Analysis
- Business Partnering
- Communication Skills
Skills & topics
- Financial Analyst
- FP&A
- Finance
- Accounting
- Budgeting
- Forecasting
- Financial Reporting
- P&L Analysis
- Excel
- Financial Modeling
- Data Analysis
- Business Partnering
- Software Industry
- Manufacturing
How to get hired
- Tailor your resume: Highlight your 2-3 years of corporate financial analysis experience, FP&A exposure, and proficiency in Excel for financial modeling and forecasting.
- Showcase your skills: Emphasize your ability to partner with finance and non-finance stakeholders, attention to detail, and strong organizational skills in your application.
- Prepare for interviews: Be ready to discuss your experience with financial reporting, variance analysis, and ad hoc project work. Demonstrate your communication skills by preparing clear, executive-ready commentary examples.
- Demonstrate enthusiasm: Express your proactive attitude, willingness to learn, and interest in the software industry and AI tools during the interview process.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities of a Financial Analyst at CAI Software?
- As a Financial Analyst at CAI Software, you will support the annual budget and forecast process, prepare monthly and quarterly reporting packages with variance analysis, conduct P&L analysis, build financial models for special projects, and investigate data anomalies. You'll partner closely with General Managers of the Process and Discrete Manufacturing business units.
- What qualifications are essential for the Financial Analyst position at CAI Software?
- Essential qualifications include a Bachelor's Degree in Finance or Accounting, 2-3 years of corporate financial analysis experience with FP&A exposure, strong Excel skills (financial modeling, forecasting, variance analysis), attention to detail, and excellent communication skills. The ability to work independently and collaboratively is also key.
- What is the work environment like for a Financial Analyst at CAI Software?
- The role offers a high-visibility position at the intersection of finance and business operations. You will work closely with senior leadership, including the VP of FP&A and BU General Managers, gaining exposure to diverse manufacturing verticals and contributing directly to business decisions.
- Are there opportunities for growth as a Financial Analyst at CAI Software?
- Yes, this role provides opportunities to build deep expertise in software economics, sharpen modeling and storytelling skills, and grow alongside a finance team that is scaling with the company. The company emphasizes a culture of learning and taking on new challenges.
- What are the preferred skills for the Financial Analyst role at CAI Software?
- Preferred skills include experience in the software industry, familiarity with FP&A planning tools, experience with NetSuite and Salesforce, and BI tools. A willingness to learn and experiment with AI tools for analytical enhancement is also highly valued.
- How does CAI Software approach diversity and inclusion for Financial Analyst applicants?
- CAI Software is an Equal Opportunity Employer committed to diversity and inclusion. They celebrate diversity and strive to create an inclusive environment for all employees. All qualified applicants receive consideration for employment without regard to protected characteristics.
- What is the application process for the Financial Analyst job at CAI Software?