Senior Finance Planning Analyst

As a Senior Analyst, FP&A at VitalEdge, you will play a crucial role in providing financial insights and operational visibility to business leaders, supporting strategic decision-making. Your analytical skills, business orientation, and strong technical foundation in financial systems and data analysis will be essential in influencing the scaling of financial reporting and planning processes. Here's a breakdown of your key responsibilities: 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 the 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 systems like NetSuite. - Serve as a super-user of FP&A tools such as Pigment, Adaptive Insights, Power BI, and 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. Qualifications Required: - 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 with the 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. Join VitalEdge, an Equal Opportunity Employer, and be part of a team that not only sells technology but enables transformation with broader societal benefits. Embrace the opportunity to drive the market forward with over 60 years of combined experience and industry-leading software suites.,