What are the responsibilities and job description for the Financial Analyst position at Vantaca?

Job Type

Full-time

Description

Vantaca's vision is big. We are the leading community management performance software that enables owners and operators, community management teams, and boards and associations to improve business performance. More than just accounting and management software, it is business operating software that helps increase revenue, efficiency, flexibility, and control. A modern cloud architecture with a single-platform design that adapts to 100% of business processes, has proactive reporting, and can integrate with the software and banking partners of choice. Vantaca is focused exclusively on community management and is the trusted and proven technology leader in the community association management industry.

We are a winning team that believes in working together to make big ideas happen. We are a collaborative and visionary group that holds ourselves accountable for our results. Our ability to be nurturing and agile allows us to adapt to change and support each other through any challenges that come our way. We are customer-centric, meaning that we put our customers' needs and preferences at the heart of our work. We are authentic game changers that are building something cool and people like it here.

Overview

As a Financial Analyst, you will play a pivotal role in shaping and implementing the organization's financial strategy. Your responsibilities include supporting the annual budgeting process, conducting regular forecasting updates, and providing insightful guidance through scenario modeling and long-term financial planning. You will serve as a business partner to key stakeholders across the organization and will be tasked with building profitability models to support strategic decision making.

Accountability Key Initiatives

Serve as a trusted business partner to key stakeholders across the organization.
Conduct pricing and profitability analysis.
Build and maintain revenue and profitability forecast for new products.
Ensure accurate and timely reporting.

Success Metrics

Informed decision making across the organization

Improved forecast accuracy

Accurate and timely reporting (quarterly board decks, monthly executive summaries, variance analysis, etc.)

Personal Characteristics

Always Growing : Likes change and enjoys finding new ways to improve their knowledge and the product. Always ready to learn quickly, helping themselves and the team grow.

Win as a Team : Builds trust and works together by making sure everyone communicates well. Actively involved in daily work, working closely with the team, listening to their ideas, and celebrating successes together.

Accountability Starts with Me : Notices problems and takes personal action to solve them.

Unwavering Commitment to Customer Experience : Regularly talks to customers, taking personal responsibility to understand what they need, address concerns, and make their experience better with improved Vantaca processes.

Requirements

Business Partnership :

Act as a finance partner to various departments, providing financial insights and guidance to support strategic initiatives and operational efficiency.

Strategic Financial Planning :

Build and maintain financial models to forecast company performance and evaluate new business opportunities.

Update projections regularly and track actual performance against targets.

Budgeting and Forecasting :

Support the annual budgeting process and monthly forecasting updates.

Ensure accuracy and provide insightful analysis to identify key variances and underlying business drivers.

Financial Analysis and Reporting :

Provide comprehensive financial analysis on the company's performance.

Develop and maintain regular financial reports and dashboards to track key metrics and performance indicators.

Provide ad-hoc financial analysis to support business initiatives, including pricing analysis, ROI on new investments, and other financial projects.

Qualifications

Bachelor's degree in Finance, Accounting, Business Administration, or related field. An MBA is preferred.

Minimum of 3 years of experience in financial planning and analysis.

Experience in SaaS, payments processing, and / or investment banking preferred.

Experience with NetSuite and FP&A planning tools (e.g. Mosaic) preferred.

Expertise in financial modeling, analysis, and data-driven decision making.

Proficiency in financial software and advanced Excel skills.

Excellent communication and presentation skills, with the ability to articulate financial concepts to non-finance stakeholders.

Our Value Prop to Employees

Our eNPS is 62! (Google it, that is great).

Benefits : Medical, Dental, and Vision kick in day one.

Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year).

401K with Company Match.

Remote Flexible - come to the office when needed.

Great parental leave benefits.

Named on Inc 5000 list of America's Fastest Growing Private Companies (2021, 2022 and 2023).

Named on Inc 5000 Vet 100 Private Companies list multiple years in a row.

2021 Winner of Coastal Entrepreneur Award, Technology Category.

Active employee-led Culture Committee.

Ongoing industry and professional development trainings available to all employees.

Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community.

We're playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We're building something cool and people like it here.

We receive many resumes for our open positions and each one is reviewed by a human being on our recruiting team. We will compare your background with the qualifications and requirements for the position.

If you are selected for an interview you will receive an e-mail from someone on our recruiting team with an @vantaca.com email address. It may take some time for us to review all of the applications so give us some time to respond. We appreciate your interest in this role.

Although we do business around the US, we call North Carolina home. NC was just ranked the #1 state for business in 2022 and 2023 by CNBC and we believe it! The state, and in particular the Wilmington area, is a great place to live and do work. Wilmington, where Vantaca is headquartered, really has something for everyone. Historic Downtown Wilmington runs along the Cape Fear River and offers dozens of shops, restaurants and live entertainment opportunities. If you want to spend some time outdoors, get some sun or go surfing or fishing, you can pick a spot along one of our beautiful beaches. Explore info about where we're headquartered at www.nccareercoast.com

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