Senior Financial Analyst

About the role

You will partner directly with business leaders to translate strategy into actionable financial plans and insights. This role owns the end-to-end planning, forecasting, and reporting processes that guide major business decisions. You will leverage modern AI tooling to automate workflows and elevate the quality of analysis delivered to executives. You will act as a key thought partner in shaping how success is measured and managed across the business. You will own critical materials presented to the board, investors, and lenders during high-stakes discussions. You will drive consistency and trust in our metrics by defining and maintaining core KPIs and dashboards. This is a high-ownership position designed for an early-career professional who thrives in fast-paced, data-driven environments.

Key facts

What you'll do

Partner with business 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.

Help run the annual operating plan (AOP) and long-range planning process end-to-end; gather inputs from functional owners, use numbers to inform company strategy, and keep the planning process organized and on schedule.

Automate data ingestion, reporting, and reconciliation using AI tools, then extend this approach to sales forecasting, scenario modeling, and other areas to transform how the team works and scales its capacity.

Develop analyses, scorecards, and recommendations for the executive team, including the CEO and CFO, by translating complex numbers into a clear narrative with a defined point of view.

Assemble board packages, business reviews, and diligence/data-room materials for investors and lenders, ensuring rigor, consistency, and clarity in all deliverables.

Define and track the key performance indicators that matter, building and maintaining dashboards and delivering clean, trustworthy business intelligence across the organization.

Own and extend the driver-based financial model, refining assumptions, adding scenario layers, sharpening cohort and unit economics analyses, and improving forecast accuracy.

Lead cross-functional data gathering and validation efforts to ensure inputs are timely, complete, and aligned with strategic objectives.

Support ad hoc analyses and deep dives that inform pricing, product, and go-to-market decisions while maintaining high standards for accuracy and transparency.

Champion the use of AI to streamline repetitive tasks, enhance forecasting discipline, and free the team to focus on high-value strategic work.

Requirements

Must have a Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; advanced degree preferred

Must have 2-3 years of experience in a rigorous analytical environment such as management consulting or investment banking

Must be fluent in modern AI tooling and able to apply these technologies to solve complex business problems

Must demonstrate strong academic performance with a proven ability to learn complex concepts quickly

Must have excellent written and verbal communication skills, with the ability to synthesize complex information into concise recommendations for senior stakeholders

Must be highly comfortable working with large datasets, building financial models, and translating data into actionable insights

Must thrive in a fast-paced environment and manage multiple priorities with tight deadlines while maintaining meticulous attention to detail

Must be a self-starter comfortable operating with limited structure and driving initiatives forward alongside senior business leaders

Nice to have

Experience with FP&A, corporate development, or strategy roles in a high-growth technology company

Hands-on experience building and maintaining financial models and dashboards in tools such as Excel, SQL, and a BI platform

Practical notes

Full-time position available in Raleigh, NC

No relocation support or visa sponsorship available

Role aligned with standard employment policies and practices of Relay

Deadline to apply is August 31, 2025

About Relay

Relay is hiring for Senior Financial Analyst. The listing location is Raleigh, NC.

This Senior Financial Analyst opening is posted for Raleigh, NC.