Financial Planning Analyst

About Us

VitalEdge is a leading organization in the technology industry, dedicated to delivering innovative solutions and exceptional service to our clients. We foster a culture of innovation, collaboration, and professional growth, making us a great place to work. Our company has been recognized for its excellence in technology and customer service, and we are committed to maintaining a diverse and inclusive workplace.

Position Overview

We are seeking a Senior Analyst, FP&A to join our Finance team. This highly visible role is critical in delivering financial insights and operational visibility to business leaders while supporting strategic decision-making. The ideal candidate is analytical, business-oriented, and has a strong technical foundation in financial systems and data analysis. This role blends traditional FP&A responsibilities with data analytics and automation—offering an exciting opportunity to influence how we scale financial reporting and planning processes.

Responsibilities

Financial & Operational Analysis

• Analyze large, complex data sets to identify trends, risks, and opportunities.
• Translate data into insights to support business decision-making across departments.
• Partner with business units to understand drivers behind performance and variances to plan.

Reporting & Insights

• Build and maintain financial and operational dashboards to track KPIs.
• Create self-service reporting tools and automate recurring reports.
• Support development of scalable reporting frameworks and executive dashboards.

Budgeting & Forecasting

• Contribute to annual budgeting and rolling forecasts.
• Provide financial modeling support for business planning scenarios and initiatives.
• Track budget vs. actuals and partner with stakeholders to manage spend.

Systems & Tools

• Collaborate with BI and Data Engineering teams to integrate and validate data from ERP (e.g., NetSuite), CRM, OpenAir, and other systems.
• Serve as a super-user of FP&A tools (e.g., Pigment, Adaptive Insights, Power BI, Excel).
• Support continuous systems improvements, including database structuring and data governance.

Collaboration & Communication

• Partner cross-functionally with Accounting, Sales Ops, HR, and IT.
• Provide ad hoc support and analysis for senior leadership.
• Communicate findings clearly, concisely, and in a business-friendly manner.

Qualification:

• Bachelor’s degree in finance, Accounting, Economics, Engineering, Computer Science, or related field (MBA preferred).
• 4–6 years of experience in FP&A, financial analytics, or other data-intensive finance roles.
• Strong proficiency in Excel and data analysis tools (e.g., SQL, Power BI, Python).
• Experience with ERP systems (NetSuite preferred) and financial planning tools.
• Strong business acumen; ability to think both strategically and tactically.
• Excellent communication and collaboration skills.
• Ability to thrive in a fast-paced, evolving environment.

Preferred Skills

• Experience in SaaS or technology sectors.
• Experience integrating financial and operational systems for reporting.
• Familiarity with Pigment, Anaplan, or other cloud-based planning tools.