Financial Analyst
CAI Software, LLC · United States
- Hybrid
- Full-time
- $85,000 / year
- United States
Tailored resume — keyword-matched to this role.
Hiring manager — we find who's hiring.
Intro email — drafted to reach them directly.
Job highlights
- Analyze financials for manufacturing business units.
- Prepare reports, budgets, and forecasts.
- Partner with General Managers and senior leadership.
- Develop financial models and ad hoc analyses.
- Identify areas for business improvement.
About the role
About CAI
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 Business Units and the Markets We Serve 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, Forecasting, Financial Reporting, P&L Analysis, Financial Modeling, Variance Analysis, Excel, Business AcumenSkills & topics
- Financial Analyst
- FP&A
- Finance
- Accounting
- Budgeting
- Forecasting
- Financial Reporting
- Manufacturing
- Software Industry
- Excel
- Financial Modeling
- Variance Analysis
- P&L Analysis
- Business Analysis
- Corporate Finance
How to get hired
- Tailor your resume: Highlight your FP&A, financial modeling, and Excel skills, quantifying achievements where possible.
- Craft a compelling cover letter: Express your understanding of CAI's business and how your analytical skills can drive impact.
- Prepare for interviews: Be ready to discuss your experience with budgeting, forecasting, P&L analysis, and variance analysis.
- Showcase soft skills: Demonstrate attention to detail, organizational abilities, and strong communication for partnering with stakeholders.
- Research CAI's culture: Understand their focus on 'structure to complexity' and 'outcomes that endure'.
Technical preparation
Master advanced Excel functions: pivot tables, lookups, modeling.,Practice building financial models for budgets and forecasts.,Review P&L statements and variance analysis techniques.,Familiarize yourself with FP&A software tools.
Behavioral questions
Describe a time you identified financial improvement areas.,How do you manage multiple responsibilities under deadlines?,Explain a complex financial concept clearly.,How do you partner with non-finance stakeholders?
Frequently asked questions
- What are the key responsibilities of a Financial Analyst at CAI Software?
- The Financial Analyst at CAI Software will support the annual budget and forecast process, prepare monthly and quarterly reporting packages with variance analysis, execute P&L analysis, build financial models, and conduct ad hoc analyses to inform commercial and operational decisions for the Process and Discrete Manufacturing business units.
- What qualifications are required for the Financial Analyst position at CAI Software?
- A Bachelor's Degree in Finance or Accounting, 2-3 years of corporate financial analysis experience with FP&A exposure, strong Excel proficiency (modeling, forecasting, variance analysis), attention to detail, and excellent communication skills are required for this Financial Analyst role.
- What are the preferred skills for a Financial Analyst at CAI Software?
- Preferred skills include experience in the software industry, familiarity with FP&A planning tools, experience with NetSuite, Salesforce, and BI tools, and a willingness to learn and utilize AI tools for analytical enhancement.
- How does this Financial Analyst role offer high visibility within CAI Software?
- This Financial Analyst role offers high visibility by partnering directly with the General Managers of two business units and reporting to the VP of FP&A. Your analysis will directly inform senior leadership decisions, providing a clear line of sight into business operations and growth.
- What is the work environment like for a Financial Analyst at CAI Software?
- The role is part of a Finance team that supports CAI's business units, offering deep industry focus within manufacturing verticals. It's a dynamic environment within a growing global software company where you can develop expertise in software economics and modeling skills.
- What kind of financial modeling experience is needed for this Financial Analyst job?
- Strong proficiency in Excel is required, specifically for financial modeling, forecasting, and variance analysis. You will be expected to build financial models for special projects and support the annual budget and forecast processes.
- How does CAI Software support employee growth in this Financial Analyst role?
- CAI Software supports growth by offering exposure to senior leadership, breadth across two manufacturing verticals, and opportunities to sharpen modeling and storytelling skills. The finance function is also scaling with the company, providing avenues for career development.