--- title: 'Senior Financial Analyst at CallRail' canonical: 'https://feeny.ai/job/senior-financial-analyst-callrail-atlanta-7r888p9me36h' type: 'job' last_seen: '2026-10-19' --- # Senior Financial Analyst at CallRail - **Company:** CallRail - **Location:** Atlanta, GA - **Work type:** hybrid - **Posted:** 2026-10-08 - **Last confirmed live:** 2026-10-19 - **Apply:** https://job-boards.greenhouse.io/callrail/jobs/8265353 ## Job description The Position CallRail is looking for a highly analytical and detail oriented Senior Financial Analyst to join our Financial Planning and Analysis team. Reporting to the Sr. Director of FP&A you will be responsible for pulling together reports and analysis to support the decision making of the Executive and Leadership teams. Additionally, you will partner closely with various departments, Talent & Culture and Accounting to improve our internal financial processes and help advance the operating objectives of the business. The best fit for this position is someone who is detail oriented, analytically minded, an advanced excel user and is an excellent communicator who enjoys collaborating with people across all departments. ## What You'll Do - Monitor and analyze budget/forecast variances each month and work with department leadership to help make operating decisions. - Run monthly variance analysis for assigned departments and work with department leaders to ensure all expected expenses are planned in the forecast. - Manage the company’s financial model, building new components to align with current business initiatives, while streamlining reporting and usability of the model. - Assist with the preparation of the monthly forecast and annual budget.  Adjust the financial forecast model to reflect expected revenue and expenses as needed. - Prepare monthly financial packages, KPIs, and other analyses/reports using systems like Looker, Netsuite, Zuora, and Salesforce. - Develop new revenue forecasting capabilities and systems for communicating changes. - Collaborate with Talent and Culture on position and headcount tracking/forecasting - Provide modeling and analysis to support pricing decisions led by the Product Marketing team. - Work on multi-year business cases with leadership, marketing and product management. - Develop and maintain granular analysis of our cost of acquisition through various sales channels. - Continually work to improve internal financial processes to gain efficiency. - Monitor business processes and develop tools to track trends and help inform finance leadership. - Prepare financials for annual 409a valuation - Prepare market analysis reporting with comparisons to similar SaaS companies. ## What You'll Need - Undergraduate degree in Accounting or Finance - 5+ Years related experience - Strong organization/documentation skills and attention to detail needed to be successful - Ability to communicate complex financial information to non-financial leaders - Netsuite, Zuora, Salesforce and Looker experience a plus, but not required - Advanced excel skills required (Knowledge of pivot tables, lookup methods, chart creation, and data integrity issues) If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience. Additional Perks - Healthcare (one option covered at 100% for employees), Dental & Vision Coverage - Competitive HSA with company matching - Paid parental leave - Flexible vacation policy - 401K options with company dollar-for-dollar match - Employee stock options available from day one - $2,000 annual educational allowance - Catered lunch every Tuesday * an in-office perk - MARTA transportation or office parking expenses covered - Employee charitable donation company match, up to $500 annually - Regular company outings and events - Hybrid work options with $500 office stipend to set up your home office - Designated bike storage Learn more:https://www.callrail.com/about/ You Are Welcome Here CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc). Continuous adoption of AI technologies is essential to this role. You will be expected to leverage AI platforms to streamline operations, solve complex problems, and stay ahead of industry benchmarks. *** This position is based out of our Atlanta office. Through December 2026, employees are expected to work in the office on Tuesdays and Thursdays. Beginning in January 2027, CallRail will transition to a 3 day hybrid work model. Employees will work in the office on Mondays, Tuesdays, and Thursdays. ## About CallRail ## Company Overview - **One-liner**: CallRail is a lead engagement platform that helps businesses track, manage, and optimize phone calls, texts, chats, and forms to convert more marketing leads into customers. - **Entity Type**: Private (Venture-backed; Total Funding: $195.5M) - **Headquarters**: Atlanta, Georgia, United States - **Founded**: 2011 - **Founders**: Marc Ginsberg (President) ## Core Business - **Primary industry**: Marketing Technology (MarTech) / Software Development / Lead Intelligence - **Target customers**: B2B; primarily small-to-medium businesses (SMBs), marketing agencies, and enterprises (over 225,000 businesses served, including 7,000+ agencies). - **Mission or purpose**: "Make every conversation count." The company aims to help businesses of all sizes market with confidence by connecting the dots between campaigns, conversations, and customers. ## Products & Services - **Call Tracking**: The core product that attributes inbound calls, texts, and form fills to specific marketing campaigns (e.g., Google Ads, SEO, social media), providing clear ROI data. - **Conversation Intelligence™**: An AI-powered premium feature that surfaces intent signals and buying triggers from call recordings and transcripts to prioritize high-quality leads. - **Voice Assist**: An AI-powered 24/7 virtual agent that automatically answers calls, qualifies leads, and books appointments, eliminating missed opportunities. - **Lead Engagement Platform**: A unified system for managing all lead interactions (calls, texts, chats, forms) and routing them to the right team members. - **Integrations**: Connects with 50+ marketing, CRM, and automation platforms (e.g., Salesforce, HubSpot, Google Ads) to ensure conversation data flows seamlessly. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company). - **Key Metric**: Total Funding of $195.5M. Annual revenue estimated at $11.8M *[proxy: LinkedIn estimate]*. - **Notable Investors/Partners**: Sageview Capital (lead investor in $75M round), Leaders Fund, Square 1 Bank. Key partnerships include integrations with Salesforce, HubSpot, Google, and Calendly. - **Growth Signals**: Serves over 225,000 businesses (up from 200,000+). Headcount grew +6.7% year-over-year (252 employees). Named to the Inc. 5000 list multiple times (e.g., #4,459 in 2023, #107 in 2017). Has 9 active job postings with a strong monthly increase (+200%). ## Competitive Advantages - **Market Leader**: Named "#1 Inbound Call Tracking" for 8 consecutive years, with 1,300+ 5-star reviews and a 4.6-star average rating. - **AI-First Innovation**: Early mover in applying AI (Conversation Intelligence, Voice Assist) to the call tracking space, creating a moat in lead qualification and automation. - **Platform Stickiness**: Deep integrations with 50+ major marketing and CRM tools make it a central piece of a customer's tech stack, creating high switching costs. - **Agency-Focused Strength**: A dedicated base of 7,000+ marketing agencies creates a powerful ecosystem and recurring revenue channel. ## Strategic Focus - **AI-Powered Automation**: Deepening investment in AI to handle lead interactions 24/7 (Voice Assist) and extract actionable insights from conversations. - **Platform Expansion**: Moving beyond pure call tracking to become a comprehensive "lead engagement platform" that owns the entire lead-to-customer lifecycle. - **Product-Led Growth**: Emphasizing a strong self-serve trial and scalable subscription model (plans starting at $55/month) to capture SMB and mid-market customers. ## Why Work Here - **Culture & Values**: Emphasizes "curiosity, collaboration, and exploration" in an inclusive, respectful, and safe community. Mission-driven to "deliver incredible products." - **Remote & Flexibility**: Offers a hybrid model with remote work-from-home options and a $500 home office stipend. Also provides MARTA transportation and office parking coverage for in-office days. - **Perks & Benefits**: - 100% medical coverage for employees. - Competitive HSA with company matching. - Generous dental and vision plans. - Paid parental leave. - 401(k) with company dollar-for-dollar match. - Employee stock options available from day one. - **$2,000 annual educational allowance**. - Flexible vacation policy. - Employee charitable donation match (up to $500 annually). - Catered lunch every Tuesday (in-office). - **Awards & Recognition**: Consistently named a "Top Workplace" and an Inc. 5000 honoree. Rated 4.2/5 on employer review sites (108 reviews), with strong marks for work-life balance (4.2) and culture (4.0). - **Growth Opportunities**: The $2,000 annual education allowance and a focus on internal mobility ("chart your unique career path") signal strong investment in employee development. ## Sources 1. [callrail.com](https://www.callrail.com/) 2. [linkedin.com](https://www.linkedin.com/company/callrail) 3. [callrail.com/careers](https://www.callrail.com/about/careers) 4. [topworkplaces.com](https://topworkplaces.com/company/callrail/) 5. [inc.com](https://www.inc.com/profile/callrail) ## Other roles at CallRail - [Account Specialist](https://feeny.ai/job/account-specialist-callrail-atlanta-m5dsg41903nj) — Atlanta, GA - [Website Producer](https://feeny.ai/job/website-producer-callrail-atlanta-5jqe6zxxftbx) — Atlanta, GA - [Demand Generation Marketing Manager](https://feeny.ai/job/demand-generation-marketing-manager-callrail-atlanta-33xw8sz4mb8v) — Atlanta, GA - [Senior Product Manager, Integrations (Ad Platforms / CRM)](https://feeny.ai/job/senior-product-manager-integrations-ad-platforms-crm-callrail-atlanta-kzr7zegsegfa) — Atlanta, GA - [Vertical Marketing Manager, Home Services](https://feeny.ai/job/vertical-marketing-manager-home-services-callrail-atlanta-xcg20av2fg8e) — Atlanta, GA - [Vertical Marketing Manager, Automotive & Emerging SMB Verticals](https://feeny.ai/job/vertical-marketing-manager-automotive-emerging-smb-verticals-callrail-atlanta-2xmr45mbkwkz) — Atlanta, GA - [Assistant Controller](https://feeny.ai/job/assistant-controller-callrail-atlanta-bknr1rqfpwyv) — Atlanta, GA - [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-callrail-atlanta-mmgbewrxwwa2) — Atlanta, GA - [Product Marketing Manager](https://feeny.ai/job/product-marketing-manager-callrail-atlanta-dkkxw5xavz2w) — Atlanta, GA - [Product Manager, Core Integrations & API](https://feeny.ai/job/product-manager-core-integrations-api-callrail-atlanta-xxabrqhwxbx4) — Atlanta, GA