Senior Finance Planning Analyst

About Us

We are a leading ERP software and solutions provider to dealers and rental companies of heavy equipment. We specialize in working with the construction, mining, forestry, material handling, and agriculture industries. We aim to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 700 employee associates, offices on four continents, and customers in over 20 countries. We are privately held, and our headquarters are in beautiful Cary, NC. We seek talented individuals to join our team and help us aggressively grow our North American footprint for our on-premises and 100% cloud-based ERP solutions.

Why work for VitalEdge?

We don’t just sell technology, we enable transformation that results in broader societal benefits like building homes and critical infrastructure, growing food and delivering all sorts of products we all rely on for daily life. We exist to ultimately equip the world to keep running. We have more than 60 years of combined experience and two industry-leading software suites and associated apps, with which we will drive the market forward. It’s an exciting time to work for VitalEdge – join us!

Position Overview- 

We are seeking a Senior Analyst, FP&A to join our Finance team. This highly visible role is critical in delivering financial insights and operational visibility to business leaders while supporting strategic decision-making. The ideal candidate is analytical, business-oriented, and has a strong technical foundation in financial systems and data analysis. This role blends traditional FP&A responsibilities with data analytics and automation—offering an exciting opportunity to influence how we scale financial reporting and planning processes.

Responsibilities

Financial & Operational Analysis

• Analyze large, complex data sets to identify trends, risks, and opportunities.
• Translate data into insights to support business decision-making across departments.
• Partner with business units to understand drivers behind performance and variances to plan.

Reporting & Insights

• Build and maintain financial and operational dashboards to track KPIs.
• Create self-service reporting tools and automate recurring reports.
• Support development of scalable reporting frameworks and executive dashboards.

Budgeting & Forecasting

• Contribute to annual budgeting and rolling forecasts.
• Provide financial modeling support for business planning scenarios and initiatives.
• Track budget vs. actuals and partner with stakeholders to manage spend.

Systems & Tools

• Collaborate with BI and Data Engineering teams to integrate and validate data from ERP (e.g., NetSuite), CRM, OpenAir, and other systems.
• Serve as a super-user of FP&A tools (e.g., Pigment, Adaptive Insights, Power BI, Excel).
• Support continuous systems improvements, including database structuring and data governance.

Collaboration & Communication

• Partner cross-functionally with Accounting, Sales Ops, HR, and IT.
• Provide ad hoc support and analysis for senior leadership.
• Communicate findings clearly, concisely, and in a business-friendly manner.

Required Skills & Education

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Computer Science, or related field (MBA preferred).
• 4–6 years of experience in FP&A, financial analytics, or other data-intensive finance roles.
• Strong proficiency in Excel and data analysis tools (e.g., SQL, Power BI, Python).
• Experience with ERP systems (NetSuite preferred) and financial planning tools.
• Strong business acumen; ability to think both strategically and tactically.
• Excellent communication and collaboration skills.
• Ability to thrive in a fast-paced, evolving environment.

Preferred Skills

• Experience in SaaS or technology sectors.
• Experience integrating financial and operational systems for reporting.
• Familiarity with Pigment, Anaplan, or other cloud-based planning tools.

VitalEdge is an Equal Opportunity Employer