Senior Financial Analyst

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.

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: thinking critically about how we measure success and the KPIs that matter, driving the annual operating plan for the entire business, and building deliverables for our most senior audiences: the board, investors, and lenders.

You’ll work across the full breadth of strategic finance, from partnering with business leaders to the model and reporting that make good decisions possible. As a hands-on member of a small and mighty team, you will:

• →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.

• →Financial foundation: 2–3 years in a rigorous, analytically demanding environment (e.g., management consulting, investment banking, private equity, growth equity). You have experience working through ambiguous and challenging problems, you work at pace, and you hold 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, but we place most weight on raw analytical horsepower, intrinsic drive to make an impact, and enthusiasm.
• →Modeling and analytical skills: Strong Excel/Google Sheets financial modeling skills and a genuine affinity for numbers. You can synthesize information quickly and simplify a complex set of variables into a clear answer.
• →AI-tooling fluency: You’re comfortable with — and excited about — using modern AI tools to automate reporting, clean data, and accelerate analysis. You actively look for leverage rather than doing everything manually.
• →Range over lanes: You like variety and can flex to wherever the business needs you; OpEx partnering one week, BI/dashboard delivery the next. You’re a versatile generalist.
• →High-velocity operator: You have a bias for action and thrive in a fast-paced, ambiguous, build-as-you-go environment. You 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. You’re relationship-oriented and partner well across functions.
• →Owner mentality: You take accountability for your work, sweat the details, and follow through by building repeatable processes.
• →Integrity: You 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.

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.

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