Business Intelligence Financial Analyst II

Vertex, Inc. - King of Prussia, PA3.9

Full-timeEstimated: $71,000 - $94,000 a year
In this position, the Business Intelligence Financial Analyst will initially support the on-going maintenance of managerial reports and dashboards along with supporting annual forecasting events (current year reforecasts, annual budget, and 5-Year projections.) While supporting the current process, this position will work the Business Intelligence team to automate and simplify process through the usage of technology. This position will leverage the analytic and financial managerial reporting skills of a Financial Analyst along with Business Intelligence technical and automation skill and experience.

Maintain & Improve monthly reporting packages and dashboard reports (primarily focused on Sales and Revenue)

Provide Variance analysis and learning from financial data

Support the creation of monthly and quarterly Executive and Board Reporting packages.

Support financial forecasting including: current year reforecasts, annual budget and 5-year projection forecasting.

Work with the BI team to automate managerial reporting and forecasting processes.

Educate non-financial stakeholders on reports, dashboards and how to interpret them.


Proficiency in Microsoft Office suite, strong Excel experience required

Experience with managerial reporting

Strong Accounting knowledge

Strong oral and written communication skills as well as interpersonal and organization skills

Ability to work without significant supervision

Results oriented and customer focused skills

Some experience in Business Intelligence technologies and automation

A self-starter who has enthusiasm to learn new things and to automate reports and processes

Preferred: (to demonstrate Business Intelligence Experience):
Programing Experience to Automate a process or report

PL-SQL, VBA, other languages

Experience in ERP (Oracle, SAP) and ERP reporting tools such as Oracle Discoverer, Oracle OBIEE, etc.

Experience in Financial Consolidation & Reporting Technology

Adaptive (preferred), Oracle Hyperion (Essbase), etc.

Experience in Data Warehousing and/or Dashboarding Technology

Dashboarding: Microsoft Power BI (Preferred), Qlik, etc.

Data Warehousing: Oracle Databases, Microsoft Database, any other Database Software.

Data Analytics: Alteryx, etc.

Experience in Robotic Process Automation (RPA), or AI technology

Four Year college Degree in Finance/Accounting/Business Intelligence/Computer Science

2-6 Years experience in corporate finance and/or Business Intelligence 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.