VertexOne · 3 hours ago
Financial Analyst
United States
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Month end financial reporting using Excel, Dynamics 365, and Vena Financial Planning & Analysis Software
Present monthly financial data to various levels of management
Support month-end close
Analysis of monthly financials and KPI's
Prepare annual budget
Prepare periodic forecasts
Prepare journal entries for routine monthly transactions and correcting entries
Track contracted ARR and update SalesForce with expected go-live dates based on input from Implementation operations.
Track Committed ARR based on updates from SalesForce.
Manage data workflow from finance systems to ORM revenue tool.
Review revenue during month-end process to ensure compliance with ASC 606 related to multiple element contracts and SaaS revenue recognition.
Calculate Gross and Net client retention on a monthly basis.
Qualification
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Required
Minimum 3-7 years of relevant experience working as a Financial Analyst or Accountant
Bachelor's Degree in Accounting, Finance, or related field
Intermediate to advanced understanding of Microsoft Excel
Intermediate Dynamics 365 required
Extreme attention to detail
Ability to work independently with minimal supervision
Make recommendations for process improvement
Highly motivated and eager to learn, self-starter
Excellent interpersonal skills and ability to effectively interact and communicate with Senior Management
Preferred
Knowledge of Vena FP&A Software preferred
Benefits
Comprehensive medical, dental, vision, disability, life insurance
Health Savings Account (HSA), Flexible Spending Account (FSAs)
401K match
Flexible PTO
Employee recognition platform with monetary rewards
100% Remote work environment
Initial work from home stipend
Leadership/Coaching training programs
Free access to Bizlibrary for unlimited professional development
Employee Assistance Program (EAP) with counseling sessions available 24/7
Health and wellbeing programs
Paid parental leave
Employee bonus referral program
Employee Discount Program
Company
VertexOne
Integrated SaaS Solution for Utilities, including cloud Customer Information Systems (CIS) , Customer Engagement, Payments & Analytics
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$126.76MKey Investors
Runway Growth Capital
2022-02-08Debt Financing· $75M
2019-07-23Series Unknown· $51.76M
2019-07-23Acquired· undefined
Leadership Team
Andrew Jornod
Chief Executive Officer/Board Member
Keith Foerster
CFO
Recent News
2024-05-05
Company data provided by crunchbase
