Director, Financial Planning & AnalysisRole has been filled by a talented individual

About CallRail

CallRail serves over 100,000 companies with straightforward software. Our marketing attribution platform helps businesses of all sizes, and the agencies that serve them, to maximize their marketing impact by tracing all their conversations back to the marketing efforts that drove them. 

Our team has been honored numerous times as one of Atlanta’s Best Places to Work, Inc 500’s fastest-growing companies, and G2Crowd’s top-rated inbound call tracking platform. While we’re proud of our history so far, we’re even more excited about what’s next. We’re rethinking how marketing attribution is done for hundreds of thousands of businesses, and we can’t wait for you to help us build it!


The Position

This candidate will report directly to the Chief Financial Officer and will work closely with CallRail’s leadership team on the execution of our financial goals and the planning and forecasting of the business in support of our continued high growth.  The ideal candidate is someone who can outline and drive strategies but also hands-on to manage projects, run spreadsheets, and get things done.  The candidate will work in a fast-paced and dynamic environment and will work across all levels, from individual contributors to C-level, possessing excellent verbal and written communication skills and the ability to deal with complex problems and present recommendations and findings in a clear, concise format to varying audiences.

What You’ll Do

  • Lead the FP&A function within the company and manage one other FP&A team member
  • Lead the Company’s Monthly Financial Forecast, which includes a reforecast of revenue and expenses each month based on actuals and trends in the business
  • Develop Key Metrics and the associated reporting / BI dashboards to Investors, the leadership team and department heads
  • Ownership of the Monthly and Quarterly Financial Package for distribution to the leadership team and the Board of Directors
  • Analyze the company's financial results - profits, trends, costs, and compliance with budgets. Issue regular status and ad hoc reports to senior management
  • Lead the creation of the Company’s Annual Operating Plan (Budget)
  • Work with sales management and leadership on pricing and margin analysis
  • Partner with the leadership team to provide financial model support for new product development and opportunity evaluation
  • Lead the Company’s 409a valuation
  • Prepare Board of Director’s presentations and materials
  • Lead the tracking and reporting of sales commissions and work closely with sales management on execution
  • Develop financial models to support M&A activities
  • Take a lead role and participate in special projects and analysis as they arise 


  • 8+ years of work experience in SaaS or technology companies, ideally those with Venture Capital or Private Equity backing
  • 5+ years of experience managing a team in a dynamic, cross-functional environment
  • Deep financial modeling experience
  • Experience working with Business Intelligence tools such as Looker or Tableau. Skilled at implementing dashboards and other metric/goal tracking tools
  • Deep analytical skills and ability to identify patterns, process information quickly and make decisions in a timely manner
  • Exceptional listening, oral and written communication skills as well as presentation skills. The ability to multitask effectively
  • Strong teaming skills and experience to bring together diverse views
  • Solid people manager who derives fulfillment in growing others

Additional Perks

  • Health Benefits, 401(k) matching
  • Stock Options
  • Excellent PTO Policy
  • Catered Lunches 
  • Paid Parking / Paid Marta
  • Flex Hours