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Job Description:
The Adaptive Planning Business Intelligence Analyst will be responsible for supporting the on-going maintenance of managerial reports and dashboards along with supporting annual forecasting events (current year re-forecasts, annual budget, and 5-year projections)
While supporting the current process, they will work with the Business Intelligence team to automate and simplify processes through the usage of technology. This position will leverage the analytic and financial managerial reporting skills of a Financial Analyst along with Business Intelligence, technical and automation skills and experience.
What You'll Do:
- Lead Financial Forecasting: charge of enabling the process of financial forecasting, including current-year forecasts, annua budgets, and 5-year projections, ensuring accuracy and reliability.
- Optimize Adaptive Planning: Collaborate with business units to maximize the use of Adaptive Planning across the enterprise, making it an indispensable tool for all functions.
- Streamline Finance Applications: Partner with IT and business product owners to enhance our finance application portfolio, eliminating redundancies and reducing costs.
- Drive Executive Insights: Create impactful monthly and quarterly Executive and Board Reporting packages that inform our leadership's strategic decisions.
- Innovate with Technology: Lead the development of Adaptive Planning functionality, including financial modeling, data integrations, dashboard creation, and scenario analysis.
- Educate and Empower: Train non-financial stakeholders on interpreting reports and dashboards, empowering them to make informed decisions.
- Mentor and Grow: Guide and mentor team members, fostering a culture of continuous learning and improvement.
- Travel: Occasional travel to collaborate with teams and stakeholders.
What You'll Bring:
- Technical Experience: Advanced skills in Workday/Adaptive Planning, including configuration, building models, reports, dashboards, and data integrations within Workday Adaptive Planning.
- Analytical Excellence: Strong business process knowledge, accounting expertise, and proficiency in Microsoft Excel.
- Communication Skills: Exceptional oral and written communication abilities to convey complex information clearly.
- Independence and Initiative: A self-starter who thrives with minimal supervision and is eager to learn and automate processes.
- Customer Focus: A results-oriented mindset with a strong focus on customer satisfaction and delivering value.
Preferred Qualifications:
- Tech Savvy: Experience with financial budgeting and planning as well as consolidation, data warehousing, and dashboarding.
- Comprehensive Understanding: Develop a complete understanding of Vertex reporting and business communications.
- Communication Skills: Ability to listen, understand, and effectively communicate information.
- Organizational Skills: Possess strong organizational skills and proficiency in Microsoft Office packages.
Education and Experience:
- Educational Background: Bachelor’s Degree in Finance, Accounting, Business Intelligence, Computer Science, or a related field.
- Extensive Experience: Over 10 years in corporate finance and/or business intelligence, with at least 5 years working with business applications like Salesforce and Workday/Adaptive.
- Proven Track Record: Demonstrated success in managerial reporting and business intelligence technologies.
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
- Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
- Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
- Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
- Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
- Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Top Skills
What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence.
Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil.
Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.
We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace.
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