Financial Analyst

Great people. Greater business impact.

About CAI 

CAI Software builds digital work execution platforms and software solutions that help manufacturing businesses operate with greater clarity and control. Our people bring structure to complexity by replacing fragmented, paper-based processes with connected digital workflows that improve visibility, compliance, and decision-making in real industrial environments. With 45+ years of experience and a presence across 10+ countries, CAI combines deep industry understanding with practical technology. Our team consists of ~800 employees worldwide who work across 15 core industries and support 5,000+ customers, guided by sound judgment, long-term thinking, and outcomes that endure.  

CAI Business Units and the Markets We Serve 

CAI Software is organized into three business units - Graphic Communications, Process Manufacturing, and Discrete Manufacturing – aligned to the markets we serve. This structure allows our teams to stay close to customer needs while operating with the scale and support of a global software company.  

This role is part of our Financeteam, which includes the functions that support CAI business units. This model enables deep industry focus at the BU level while benefiting from the scale, expertise, and stability of one unified organization — allowing CAI Software to deliver specialized solutions at scale. 

About the Role

CAI Software is seeking a Financial Analyst to join our Finance team, reporting to the VP of FP&A. In this role, you'll partner closely with the General Managers of our Process Manufacturing and Discrete Manufacturing business units, providing the financial analysis, reporting, and insight that helps them run their businesses with clarity and confidence. You'll own recurring FP&A deliverables — management reporting, P&L analysis — while also tackling ad hoc analyses that shape commercial and operational decisions across both BUs. This is a high-visibility seat for an analyst who wants exposure to senior leadership, breadth across two manufacturing verticals, and the chance to grow alongside a finance function that's scaling with the company. 

What You’ll Do

• Support the annual budget and in-year forecast process for the Process and Discrete Manufacturing business units — building and maintaining the underlying models, gathering inputs, and partnering with other finance teams on the monthly, quarterly, and annual cycles. 

• Help prepare Monthly and Quarterly reporting packages, including plan-vs-actual variance analysis, business-trend commentary, and executive-level summaries. 

• Help prepare analysis, commentary, and presentation material for quarterly meetings, operations reviews, and management reviews with BU leadership. 

• Execute recurring FP&A functions — monthly close P&L analysis, trend analysis, and management reporting across functional areas. 

• Build financial models and run ad hoc analyses for special projects (pricing, investment cases, scenario work) as requested by the VP of FP&A and the BU GMs. 

• Investigate anomalies in data systems and surface findings with clear, actionable analysis. 

• Take ownership of key reports and processes, and develop new ones to meet the evolving needs of the business. 

  

What We’re Looking For

• Bachelor’s Degree in Finance or Accounting or a related field 

• 2 to 3 years of corporate financial analysis experience with exposure to FP&A, including preparation, distribution, and analysis of monthly financial reporting and key financial metrics to identify areas for improvement 

• Ability to work independently and as part of a team, including partnering with finance peers and non-finance stakeholders across business units 

• Attention to detail 

• Strong proficiency in Excel, including financial modeling, forecasting, and variance analysis 

• Strong Organizational skills with the ability to manage multiple responsibilities in a fast-paced environment with minimal supervision and meet deadlines. 

• Excellent verbal and written communication skills, including the ability to prepare clear, executive-ready commentary and presentation material 

• Ability to be flexible, open, and responsive to changes. 

Preferred Skills and Experience 

• Software industry experience. Experience with FP&A planning tools.  Previous experience with NetSuite and Salesforce, as well as BI tools.  Experience using AI tools to enhance analytical work — or genuine willingness to learn, experiment, and adapt as the tools evolve 

• Ability to express ideas, challenge assumptions, and provide financial insights. 

• Enthusiastic and proactive with a willingness to learn and take on new challenges. 

Why Join Us 

You'll sit at the intersection of finance and the business, with direct line of sight to how two of CAI's business units operate and grow. This is a high-visibility seat working alongside the VP of FP&A and the Process and Discrete Manufacturing GMs — the kind of role where your analysis directly informs decisions, not one where reports go into a drawer. You'll build deep expertise in software economics, sharpen your modeling and storytelling skills, and grow with a finance team that's scaling alongside the company. 

AI Software is an “EEO/Veterans/Disabled employer.”

Equal Employment Opportunity 

CAI Software is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation 

CAI Software endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at talent.acquisition@caisoft.com or send an e-mail with your specific accommodation request.

Work Authorization 

Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of 1986 (IRCA).

Pay Transparency Nondiscrimination 

CAI Software will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).