Senior Financial Planning Analyst

VitalEdge Technologies; United States; On-site; USD 105,000 - 139,000; Full time

Job summary

VitalEdge Technologies seeks a Senior Financial Planning Analyst to enhance financial visibility and business insights for senior leadership. This role involves data analysis, reporting, and financial planning, aimed at supporting decision-making processes within the company. Applicants should have strong analytical skills and a relevant degree.

Benefits

Medical insurance

Vision insurance

401(k)

Disability insurance

Qualifications

• 3-5 years of experience in Finance, ideally in SaaS.
• Experience developing databases and dashboards.
• Strong analytical abilities and communication skills.

Responsibilities

• Build management reporting tools for key operational and financial metrics.
• Design and publish reports and dashboards for management insights.
• Assist FP&A team with the annual planning process.

Skills

Data Analysis

Problem Solving

Attention to Detail

Communication

Self-Starter

Education

BA or BS degree in Finance, Economics or related field

Tools

Microsoft Excel

Job description

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About Us

We are a leading ERP software and solutions provider to dealers and rental companies of heavy equipment. We specialize in working with the construction, mining, forestry, material handling, and agriculture industries. We aim to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 750 employees, offices on four continents, and customers in over 20 countries. We are privately held, and our headquarters are in beautiful Cary, NC. We are actively seeking talented individuals to join our team and help us aggressively grow our North American footprint for both our on-premises and 100% cloud-based ERP solutions.

Why work for VitalEdge?

We don’t just sell technology, we enable transformation that results in broader societal benefits like building homes and critical infrastructure, growing food and delivering all sorts of products we all rely on for daily life. We exist to ultimately equip the world to keep running. We have more than 60 years of combined experience and two industry-leading software suites and associated apps, with which we will drive the market forward. It’s an exciting time to work for VitalEdge – join us!

Position Overview

VitalEdge Technologies is looking for a Senior Financial Planning Analyst, who will be critical to providing financial visibility and business insights to the senior leadership. The ideal candidate should excel at analyzing complex data sets, have a passion for problem solving and be comfortable with ambiguity.

Responsibilities

The primary responsibility for this role is to build consistent and actionable management reporting tools that provide visibility to key operational and financial metrics. This will require the ability to understand VitalEdge’s data (e.g. financial data, ordering and billings data) and build reports to support decision making. With these critical objectives in place, the role has the opportunity to expand responsibilities to include revenue planning and forecasting.

• Data Analysis: Analyze large complex datasets, while validating the data. Develop new tools in order to support scalable analysis and continuously find ways to improve data quality.
• Reporting: Design and publish reports and dashboards to track key business metrics and to provide actionable insights to management. Lead efforts to automate and provide self-service access to reporting wherever possible.
• Financial Planning: Assist the FP&A team with the annual planning process by providing key drivers and inputs for the plan. Learn and understand the business while staying current on initiatives, challenges and opportunities across the business. Develop an understanding of critical business performance drivers.
• Financial Analysis: Support the FP&A team to understand business results including explanations of performance relative to prior periods, budgets, and forecasts.
• Systems support: Support the transition to and implementation of systems and tools that improve our ability to execute FP&A objectives. Serve as a super-user of key FP&A and Financial Reporting applications.
• Additional responsibilities as required in support of FP&A objectives.

Required Skills and Education

• 3-5 years of experience in Finance
• Experience in the SaaS software industry
• Advanced user of Microsoft Excel (PowerPivots, power query , VLOOKUPS, Macros)
• Experience developing databases and dashboards as well as ability to learn new systems and tools
• FP&A Tool experience is a plus
• Strong analytical abilities, attention to detail, data validation experience and ability to work independently in a fast-paced environment
• Excellent communication skills with the ability to communicate effectively across cultures, departments and senior leadership.
• Must be a self-starter with the ability to work across a global team.
• BA or BS degree in Finance, Economics or in a related field

VitalEdge is an Equal Opportunity Employer

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Software Development and IT Services and IT Consulting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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