Senior Financial Analyst, Invoca
$70-100k
+ Stock Options + Bonus / Variable
Conversation analytics software to grow revenue
Be an early applicant
Conversation analytics software to grow revenue
201-500 employees
Be an early applicant
$70-100k
+ Stock Options + Bonus / Variable
201-500 employees
Company mission
To enable revenue team to connect paid media investments to business outcomes, improve digital engagement, and convert more leads into sales.
Role
Who you are
- Experience: A minimum of 2 years of related experience in Accounting and FP&A teams within a corporate SaaS environment
- Education: A Bachelor’s degree in Accounting or Finance is required
- Technical Skills: Advanced Excel skills, proficiency in tools such as Planful, Tableau, and PowerPoint, and familiarity with leveraging AI/ML technologies for enhanced forecasting and data analysis
- Core Competencies: Strong critical thinking, problem-solving skills, and the ability to work autonomously in a fast-paced environment
- Communication: Outstanding written and verbal communication skills with the ability to present complex data concisely to senior leadership
What the job involves
- The FP&A team is a dynamic group dedicated to helping the business scale during rapid expansion. We serve as a critical partner to the organization, providing the financial modeling and in-depth analysis necessary to support sound business judgment and strategic decisions
- Reporting to the VP of Finance, this highly visible individual contributor role focuses on financial modeling and forecasting. You will analyze financial and operational results, monitor performance, and own key components of the planning and forecasting processes while identifying ways to help the finance team scale
- Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance provided
- Assist with the commission process: onboard new hires, process terminations, QA Spiff calculations, distribute statements, track approvals, prepare payroll accruals, and submit data for payroll
- Contribute to the monthly, quarterly, and annual financial reporting package for senior management and the Board of Directors
- Perform variance analysis between budget, forecast, and actuals to ensure continued refinement of financial processes
- Partner with functional area leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests
- Identify policies, processes, and tools in need of improvement and research/recommend solutions to increase efficiency
- Leverage technical strength in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management
Our take
Invoca is an AI-powered call tracking and conversational analytics platform enabling marketing, sales, customer experience, and eCommerce teams to better understand and immediately act on information consumers share via conversations, revealing exactly which campaigns are performing and delivering high returns on investments.
The company is a market leader in AI-powered conversation intelligence, serving leading consumer brands in considered purchase industries like automotive, telecommunications, healthcare, financial services, and real estate. It has continued to add new new capabilities throughout the years since its 2008 founding, to further help brands drive more efficient marketing, faster revenue growth, and better experiences in an increasingly challenging economy.
More recently, Invoca has expanded its AI-powered revenue exeuction platform with a new no-code integrations for LinkedIn Ads and Reddit Ads, buiulding on existing support from platforms such as Facebook, Instragram, TikTok, Snapchat, and Pinterest. These additions allow marketers to directly connect social ad spend to phone calls, conversations and revenue. As pressure mounts on marketing teams to provide business impact beyond clicks and impressions, this expanded social advertising ecosystem strengthens Invoca's position as a leader in conversation intelligence and performance-driven marketing.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jun 2022
$83m
SERIES F
Oct 2019
$56m
SERIES E
Total funding: $199.8m
Company benefits
- Flexible Time Off: We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed.
- Healthcare: Invoca offers a health care program that includes medical, dental and vision coverage. There are multiple plan options to choose from so you can make the best choice for yourself, partner and family.
- Mental Well-being & Employee Assistance Program: Invoca offers well-being support on issues ranging from personal matters to everyday life topics through the WorkplaceOptions program.
- Paid Family/Medical Leave - up to six weeks 100% paid leave for baby bonding, adoption, and caring for family members, and up to twelve weeks 100% paid leave for one’s own medical leave
- Invacation (Sabbatical): We thank our long-term team members with a bonus after seven years of service.
- Wellness Subsidy: In further support of your well-being, Invoca provides a wellness subsidy that can be applied to a gym membership, fitness classes and more.
Company HQ
Santa Barbara Downtown, Santa Barbara, CA
Leadership
Gregg Johnson
(CEO)Prior to joining Invoca in 2016, Gregg spent nearly 10 years at Salesforce, while there, he held a number of roles, including VP of Product Management (Chatter) and SVP of Product Management (Marketing Cloud). He also worked as a COnsultant at Boston Consulting Group and as a Sales/Marketing Manager at Ullink.
Peter Isaacson
(CMO)Peter is also an Advisor at Folloze and ClickZ.com as well as a Contributor to Forbes Communication Council and a Member at Revenue Collective. Previously, he was the CMO at Replicant, Demandbase, and Castlight Health. He also spent nearly 14 years at Adobe Systems, working as a Senior Director of Brand Marketing, VP of WW Field Marketing, and VP of WW Education Vertical Business.
Teresa Dietrich
(CTO)Prior to joining Invoca in 2024, Teresa was the Chief Product & Technology/Community Officer at Stack Overflow. She also served as the GLobal Head of Product & Engineering at McKinsey New Ventures and as CTO at Namely.
Michael DiFilippo
(CFO)Prior to joining Inovca in 2019, Michael was the CFO & Chief Administrative Officer at AppDirector. He also served as a VP/Division CFO (SaaS Division) at Citrix.
Ben Sullivan
(CRO)Ben joined Invoca in 2017 as a Senior VP of Sales, moving into the role of Executive VP of Sales in 2021 and CRO in 2025. Prior to Invoca, he spent 8 years at ON24 as a VP of Strategic Alliances & Business Development and VP of Worldwide Sales.
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