Associate Financial Planning Analyst

Job Description

Job Description

As the Associate Financial Planning Analyst, primary responsibilities include corporate financial planning and analysis functions like monthly and quarterly reporting, region level analysis of margins and expenses, etc. This position reports directly to Sr. Manager (Finance).

Responsibilities :

• Prepare and analyze financial reports including quarterly reports.
• Analysis of business segments – Margin and expenses.
• Collect, compile and prepare annual budgets for each department across all ~18 legal entities and multiple divisions.
• Work and prepare regional profitability reporting for service regions.
• Perform intercompany reconciliation, run cash flow, P&L and balance sheet reports by month and quarter.
• Prepare presentations (PPT) for board meetings and leadership meetings.
• Learn and support billing process related to subscription revenue - maintain subscription booking, backlog, and annual recurring revenue.
• Work on annual report filing and renewals to local / federal government.
• Must be willing to learn and support SAP modules related to finance business processes
• Support finance team in running reports for external auditors.
• Develop and update end user training documentation for the business processes implemented.

The compensation for this position is $65k to $80k annually. Base pay will vary depending on factors, including but not limited to a candidate’s location, job-related knowledge, skills and work experience. The compensation package may also include incentive compensation opportunities in the form of a discretionary annual bonus. Vistex provides highly competitive benefits, including a comprehensive healthcare plan, 401(k), and paid time off, including paid volunteerism days!

About us : The Vistex platform helps businesses finally get control of all their different promotions, rebates, SPAs, discounts, and other incentives. With so many programs across so many partner relationships, it can be impossible to see where all the money is going, let alone how much difference it’s actually making to revenue. With Vistex, business leaders can see the numbers, see what really works, and see what to do next – so they can make sure every dollar they spend really is driving more growth, not just more costs. It’s why global enterprises ranging from Coca-Cola to Sony to Grainger rely on Vistex every day. Vistex | Now it all adds up. ™