Sr. Financial Analyst

Vantive

$80K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5+ years of relevant experience in financial analysis or a similar role.
  • Strong financial modeling skills for decision-oriented analyses.
  • Effective communication and collaboration abilities with cross-functional teams.
  • Robust analytical skills and solid accounting knowledge.
  • Demonstrated ownership and accountability in project completion.
  • Proficiency in Microsoft Excel and PowerPoint; familiarity with JD Edwards or Planful is a plus.

Responsibilities

  • Build and maintain financial models for product innovation and investment decisions.
  • Consolidate capital budget data for Plan, Forecast, and Actual reporting.
  • Coordinate financial planning processes for Global Functions like Annual Operating Plans.
  • Deliver variance analysis against financial plans highlighting key drivers and risks.
  • Conduct ad hoc financial analysis to evaluate business performance for leadership.
  • Support process improvements and policy development to enhance business performance.

Benefits

  • Comprehensive health benefits including medical, dental, and vision starting on day one.
  • 401(k) retirement savings plan with Aon Pooled Employer Plan offerings.
  • Flexible Spending Accounts and educational assistance.
  • Paid time off ranging from 20 to 35 days based on service length.
  • Paid parental leave and family medical leave options.
  • Commuting benefits and childcare support.
  • Access to Employee Assistance Program and discounts through the Employee Discount Program.
Full Job Description
Your Role:

The Senior Financial Analyst is a highly visible finance role that partners closely with Global Functions and supports strategic decision-making across the business. This individual will play a key role in business case development for new product initiatives and profitability analysis, expense management for Global Functions, and total Vantive Capital consolidation. The ideal candidate brings strong analytical rigor, sound business judgment, and the ability to translate complex financial information into clear, actionable insights for leadership.

What You'll Be Doing:
  • Build and maintain financial models to support new product innovation, investment decisions, and resource allocation in partnership with marketing, R&D, regional finance teams and other functional leaders.
  • Consolidate Vantive's capital budget by coordinating with Regions and Functions for Plan, Forecast and Actual reporting
  • Coordinate with FP&A COE teams on financial planning processes for Global Functions, including the Annual Operating Plan and quarterly forecasts.
  • Deliver clear variance analysis against plan, forecast, and prior year results, highlighting key drivers, risks, and opportunities.
  • Conduct strategic ad hoc reporting and financial analysis to evaluate business performance and support leadership decision-making.
  • Support Finance leadership in process improvements, policy development, and other strategic initiatives that enhance business performance.


Required Skills:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field required.
  • 5 Five years or more of related experience
  • Strong financial modeling skills with the ability to build clear, decision-oriented analyses.
  • Strong communication and collaboration skills, with the ability to build effective partnerships across functions.
  • Strong analytical capabilities, solid accounting knowledge, and well-developed business acumen.
  • A strong sense of ownership and accountability, with a track record of driving work to completion and delivering results.
  • Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment.
  • Advanced proficiency in Microsoft Excel and PowerPoint, with working knowledge of Outlook.
  • Experience with JD Edwards (JDE), Planful, or similar financial systems is preferred.


We understand compensation is an important factor as you consider the next step in your career. At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $80,000 to $110,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than of the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based on upon location, skills and expertise, experience, and other relevant factors. This position is also eligible for a discretionary bonus. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview.

US Benefits at Vantive

This is where your well-being matters. Vantive offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan ("Aon PEP"), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals.

We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Vantive

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