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Title

Corporate Financial Planner/Financial Analyst 

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  
About the Organization For 50 years, Advizex has helped businesses navigate the changing landscape of information technology (IT) to find the right solutions to achieve their business objectives. To create true business value our innovative solutions are designed to meet customers individual business needs. Our people bring deep technical expertise and real-world experience to develop lasting business relationships. Through our deep heritage built from Applications to Infrastructure are essential elements of our approach driving adoption of new innovative solutions. Today, it is the further integration of Applications and Infrastructure that unleashes the power of Software Designed IT Modernization and Cloud Computing with Security requirements as the under pinning of these focused solutions.  
Description

Corporate Financial Planner / Financial Analyst

Position Overview:

Advizex is seeking a skilled and detail-oriented Financial Corporate Budget Manager to join our finance team. This role will be responsible for handling corporate budgets, collaborating closely with the technology team, and building Sales KPIs and dashboards. The ideal candidate will have experience with product and service companies, a strong understanding of GAAP accounting, and proficiency in Netsuite and OpenAir.

Key Responsibilities:

- Develop, manage, and oversee corporate budgets to ensure financial stability and efficiency.

- Collaborate with the technology team to integrate financial data and support technological advancements.

- Create and maintain Sales KPIs and dashboards to monitor and improve sales performance.

- Assist in the monthly closing of books, ensuring accuracy and timeliness in financial reporting.

- Utilize Netsuite and OpenAir for financial management and reporting.

- Analyze financial data to identify trends, variances, and areas for improvement.

- Provide financial insights and recommendations to support business decisions and strategic planning.

- Ensure compliance with GAAP accounting principles and standards.

- Prepare and present financial reports to the VP of Finance and other stakeholders.

 
Position Requirements

Qualifications:

- Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA is a plus.

- Proven experience in financial management, preferably in a product and service company.

- Strong understanding of GAAP accounting principles.

- Proficiency in using Netsuite and OpenAir for financial management.

- Excellent analytical skills and attention to detail.

- Strong communication and interpersonal skills, with the ability to collaborate effectively with various teams.

- Ability to work independently and manage multiple tasks and deadlines.

- Experience in building and managing Sales KPIs and dashboards.

- Proficiency in Microsoft Excel and other financial analysis tools.

Reports to: VP of Finance

Benefits:

- Competitive salary and performance-based bonuses.

- Comprehensive health, dental, and vision insurance.

- 401(k) plan with company match.

- Paid time off and holidays.

- Professional development opportunities.

 
Location Independence  
Req Number ACC-24-00002  

This position is currently not accepting applications.

To search for an open position, please go to http://ROLTAAdvizexTechnolgiesLLC.appone.com



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