Senior FP&A Analyst

Role Description

Are you detail-oriented, organized, and love keeping things running smoothly? The Senior FP&A Analyst is responsible for leading Vertech’s financial planning and analysis function, including:

• Forecasting
• Budgeting
• Management reporting

This role serves as a key business partner to Finance, PMO, and operational leadership, providing actionable financial insights to support decision-making and drive company performance.

The Senior FP&A Analyst will own critical planning processes, including:

• Ongoing forecasting
• The 2027 annual budget

This role will also lead the implementation and ongoing optimization of NetSuite Planning & Budgeting (NSPB), transitioning Vertech from current-state processes to a scalable, system-driven planning environment.

This position requires a proactive, systems-oriented individual who can balance hands-on execution with process design and cross-functional leadership in a fast-growing, project-based environment.

Qualifications

• 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

Requirements

• 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

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!