ERP Data Analyst

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Montréal, QC
5-7 Years Experience
Software
The Role

Velixo is an award-winning provider of Excel-based reporting solutions for leading cloud ERP solutions such as Acumatica, MYOB Advanced, and Sage Intacct, based in Montreal, Canada.

With Velixo, you can build financial, project, and other business reports in Excel with live ERP data in just a few minutes and get the answers you need.

Customers love Velixo for how user-friendly it is and how easy it is to use: we are the top-rated solution on the Acumatica marketplace!

Who we are looking for:

We are looking for a passionate ERP Data Analyst to join our team at Velixo. As a ERP Data Analyst, you will be responsible for demonstrating product capabilities, analyzing business requirements and designing reporting solutions using SQL and Excel. Your expertise in Microsoft Excel, strong analytical mindset, and ability to provide valuable insights will play a crucial role in helping our customers leverage our Excel-based reporting solution for their ERP systems. This is an exciting opportunity to work in the ERP software industry and be part of a collaborative and growth-oriented team. This is a hybrid opportunity. 

Responsibilities:

  • Attend product demonstrations with prospective customers, answer technical questions and demonstrate complex functionalities.
  • Create proof-of-concept to highlight Velixo capabilities to prospective customers.
  • Gather and analyse customer requirements, identify and solve roadblocks, estimate project scope and write specification documents.
  • Develop customer reports based on specification documents.
  • Provide initial support to new users, guiding them through the product’s features and troubleshooting common issues.
  • Conduct comprehensive training sessions for clients, partners and colleagues to ensure effective use of the product.
  • Develop training materials and documentation tailored to different user skill levels.
  • Develop a deep understanding of Velixo and the ERP systems that we integrate with. Stay up-to-date with the latest industry trends in reporting techniques.

Requirements:

  • Bachelor degree in finance, accounting, computer science or engineering.
  • 5+ years of experience in the enterprise software industry.
  • Advanced proficiency in Microsoft Excel, including data-enhancement functions, dynamic arrays, filters, conditional formatting, pivot tables, lambdas, and data sources.
  • Strong analytical mindset with a keen eye for detail.
  • Excellent communication and presentation skills to effectively convey complex information to clients.
  • Working knowledge of SQL to manipulate and extract data.
  • Familiarity with financial reporting and accounting basics.
  • Experience working in an ERP system, particularly Acumatica or Sage Intacct, is a plus.

Benefits:

  • Competitive benefits package, including health insurance, RRSP plan, vacation and personal days.
  • Financial support for professional development courses to enhance skills and knowledge.
  • Opportunity for career growth within a collaborative and supportive work environment.

At Velixo, we prioritize the growth and development of our employees, recognizing their potential and providing opportunities to excel in their chosen field. We are excited to welcome you to our team and embark on a journey of mutual success.

The Company
Montreal, Quebec
24 Employees
On-site Workplace
Year Founded: 2017

What We Do

As a self-service Excel add-in, Velixo offers users a seamless, real-time reporting and planning experience within the Excel they love, while offering full governance, desktop, or online pixel-perfect deliveries.
Built specifically for ERPs and supported for Acumatica, Sage Intacct, Cegid, MYOB Advanced, the Velixo integration boasts easy-to-use and highly flexible Accelerator functions, real-time reporting, live exploration and writeback of Journals, Budgets, and other data such as Project forecasts directly into your ERP.

A multi-award winner, Velixo is loved by users who give it a perfect 5 Star score on G2 Crowd and on the Acumatica Marketplace.

For more information and to contact us, visit www.velixo.com

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