eMoney Advisor · 18 hours ago
Procurement Analyst
United States
Full-time
Remote
Entry, Mid Level
$72K/yr - $89K/yr
2+ years expeMoney Advisor is a company focused on helping people talk about money through its innovative wealth management system. They are seeking a Procurement Analyst who will be responsible for vendor management and procurement operations, ensuring compliance with procurement policies and managing contract workflows.
Financial ServicesFinTechWealth Management
Responsibilities
Upload contracts and related vendor documents throughout the lifecycle into repositories (Agiloft, Docusign CLM)
Initiate approval flows in contract management system
Oversee periodic renewal communications to business partners and document updates
Create and issue purchase orders, manage purchase order approval workflows, and maintain process documentation
Participate and assist with vendor onboarding and renewal discovery sessions with business partners
Manage renewal workflows in Productiv tool, ensuring processes are completed accurately and on time
Liaise with Legal, business owners, and vendors on contract concerns as needed
Research contracts, invoices, and related documents for analysis as directed
Support reporting and analytics for procurement systems (Docusign CLM, Productiv) and drive improvements in workflows
Maintain procurement related tracking schedules
Assist in preparing presentations for business cases or vendor selection approvals
Ensure compliance with vendor management process flows and procurement policies
Contribute to development of templates and tools for procurement processes
Build and maintain relationships with vendors and internal stakeholders
Identify areas for improvement in vendor relationships and processes and make suggestions to team members to improve workflows
Qualification
Required
Bachelor's degree in Business Administration, Supply Chain Management, Finance, or related field
2-4 years of relevant procurement, vendor management, or supply chain or finance experience
Strong analytical skills with proficiency in data analysis tools and software
Ability to work independently and cross-functionally as part of a team
Experience with ERP, procurement, and contract management systems and software
Strong written and verbal communication skills
Strong organizational skills and attention to detail
Comfort with presenting findings and recommendations to stakeholders
Preferred
Procurement or supply chain certifications are a plus
Familiarity with SaaS licensing models and renewal management
Knowledge of procurement best practices and industry trends
Experience with procurement systems such as Productiv, Agiloft, Docusign, and purchase order software
Benefits
Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off
Company
eMoney Advisor
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-02-02Acquired
Leadership Team
Susan McKenna
Chief Executive Officer
F
Frank Trapiano
Head Of Client Services
Recent News
Business Wire
2025-12-02
2025-11-18
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