Job Description:
We are seeking an Analyst, Strategy to help support the development of Vertex’s corporate and business strategy. You will be part of the Chief Strategy Office (CSO) working closely with the Director, Strategy and Director, Innovation Strategy and other members of the CSO.
As a member of the CSO, you will have the ability to work on impactful and complex projects with high visibility. As an analyst, you will be responsible for executing specific aspects of a project. Example projects include customer segmentation, new market evaluations, pricing and business model development, and growth opportunity exploration, among others. Projects will entail collaboration with executives, cross-functional business partners, and external stakeholders.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Break down complex problems and formulate and test hypotheses.
- Conduct primary and secondary research and perform rigorous data analysis.
- Synthesize analysis into clear takeaways and recommendations.
- Maintaining deep knowledge of the content and analysis of your workstream.
- Develop presentations to clearly communicate problem space, analysis, and insights.
- Support creation of CEO and Board of Directors level communications.
- Stay current on market, regulatory, and technology trends relevant to Vertex.
SUPERVISORY RESPONSIBILITIES: N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Strong analytic and critical thinking skills.
- Exceptional written, oral, and presentation skills
- Possess economic and financial modeling skills
- Strong interpersonal skills with an ability to listen, consider alternative views, and solve complex problems
- Strong research skills
- Strong project management skills
- Ability to work independently to achieve required project timelines
- Ability to identify process improvement opportunities
- Proficient in Excel, PowerPoint, Word, some experience in programming languages
EDUCATION AND TRAINING:
- Bachelor’s degree in a relevant discipline.
- 1-2 years of strategy work experience in corporate strategy or a strategy consulting firm.
- Exceptional research, analytical and problem-solving skills supported by strong attention to detail.
- Highly structured thinker, with the ability to be flexible and pivot as need.
- Self-driven, with deep intellectual curiosity and ability to learn new subjects quickly.
- Ability to deliver high quality analysis and convey insights in presentation form.
- Proficiency with Excel (and other data analysis tools) and PowerPoint.
- Strong interpersonal and communication skills.
- Location: East Coast preferred.
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.
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What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 45 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
Innovative, agile, and growth-minded professionals thrive at Vertex. Our remote-first culture offers flexibility and connection, while our focus on indirect tax technology and global expansion creates real impact. With leadership development and a strong emphasis on well-being, careers flourish here.
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