Note: The job is a remote job and is open to candidates in USA. Vertech is a company that develops industrial automation solutions for top US companies, and they are seeking a Senior FP&A Analyst to lead their financial planning and analysis function. This role involves forecasting, budgeting, and management reporting while providing financial insights to support decision-making and drive company performance.
Responsibilities
- Own the monthly, quarterly, and annual forecasting processes, including variance analysis, trend identification, and risk/opportunity assessment
- Drive the development and execution of the 2027 annual budgeting process, including timelines, assumptions, consolidation, and executive-level reporting
- Partner with Finance, PMO, and operational leaders to improve the accuracy, consistency, and transparency of financial projections
- Develop and maintain advanced financial models, including revenue forecasting, backlog analysis, and cost projections
- Prepare and deliver management reporting packages, including budget vs. actual results, KPIs, and executive summaries
- Provide actionable insights and recommendations to support strategic decision-making and operational improvements
- Document, evaluate, and enhance Vertech’s current budgeting and forecasting processes to support scalability and growth
- Lead the implementation of NetSuite Planning & Budgeting (NSPB) in Q1 2027, including system design, configuration, testing, and rollout
- Serve as the internal subject matter expert for NSPB, ensuring adoption, training, and continuous improvement post-implementation
- Collaborate with IT and NetSuite administrators to align financial systems, data structure, and reporting capabilities
- Support scenario modeling, sensitivity analysis, and ad hoc financial analysis for leadership and strategic initiatives
- Assist in building and maturing the FP&A function as the organization scales
Skills
- Bachelor's degree in Finance, Accounting, or related field
- 4–7 years of experience in Financial Planning & Analysis, corporate finance, or related field. (Flexible for 3–5 years with strong, relevant experience)
- Required: 2–3 years of direct experience with NetSuite Planning & Budgeting (NSPB)
- Demonstrated experience owning or leading budgeting and forecasting cycles
- Experience with financial systems implementation, transformation, or process improvement strongly preferred
- Experience in a project-based, professional services, or high-growth environment preferred
Benefits
- Flexible work schedule with work from home options for numerous roles
- Weekly communication from management in our internally famous Friday morning meeting
- Competitive Compensation
- A really rad Holiday Party each year
- A manager that is cool…most of the time, because no one is perfect
- A path for growth, a great culture, AND MORE!
Company Overview
Vertech focuses on manufacturing, engineering and software development in industrial control systems. It was founded in 2004, and is headquartered in Phoenix, Arizona, USA, with a workforce of 51-200 employees. Its website is https://www.vertech.com.