Senior FP&A Analyst

Are you detail-oriented, organized, and love keeping things running smoothly ?The Senior FP&A Analyst is responsible for leading Vertech’s financial planning and analysis function, including forecasting, budgeting, and management reporting. This role serves as a key business partner to Finance, PMO, and operational leadership, providing actionable financial insights to support decision-making and drive company performance.
The Senior FP&A Analyst will own critical planning processes, including ongoing forecasting and the 2027 annual budget. This role will also lead the implementation and ongoing optimization of NetSuite Planning & Budgeting (NSPB), transitioning Vertech from current-state processes to a scalable, system-driven planning environment.

This position requires a proactive, systems-oriented individual who can balance hands-on execution with process design and cross-functional leadership in a fast-growing, project-based environment.

Who We Are

At Vertech, not only do we develop world class industrial automation solutions for some of the top US companies, we also strive to be the team of choice for the best and brightest talent. I mean, we call ourselves control freaks for a reason. The passion (and intelligence) our employees have is truly mind-blowing. In turn, we work hard to take care of our own with excellent benefits and pay, personal development, and transparent communication. We also know that you can be great at what you do and still have fun. If that sounds like a good fit, help us bring the next generation of automation solutions to nearly every industry, including manufacturing, data centers, food and beverage, renewable energy, water and wastewater and more.

Top Reasons to Work with Us

Flexible work schedule with work from home options for numerous roles

Weekly communication from management in our internally famous Friday morning meeting

Competitive Compensation

A really rad Holiday Party each year

A manager that is cool…most of the time, because no one is perfect

A path for growth, a great culture, AND MORE!

What You Will Be Doing

Own the monthly, quarterly, and annual forecasting processes, including variance analysis, trend identification, and risk/opportunity assessment

Drive the development and execution of the 2027 annual budgeting process, including timelines, assumptions, consolidation, and executive-level reporting

Partner with Finance, PMO, and operational leaders to improve the accuracy, consistency, and transparency of financial projections

Develop and maintain advanced financial models, including revenue forecasting, backlog analysis, and cost projections

Prepare and deliver management reporting packages, including budget vs. actual results, KPIs, and executive summaries

Provide actionable insights and recommendations to support strategic decision-making and operational improvements

Document, evaluate, and enhance Vertech’s current budgeting and forecasting processes to support scalability and growth

Lead the implementation of NetSuite Planning & Budgeting (NSPB) in Q1 2027, including system design, configuration, testing, and rollout

Serve as the internal subject matter expert for NSPB, ensuring adoption, training, and continuous improvement post-implementation

Collaborate with IT and NetSuite administrators to align financial systems, data structure, and reporting capabilities

Support scenario modeling, sensitivity analysis, and ad hoc financial analysis for leadership and strategic initiatives

Assist in building and maturing the FP&A function as the organization scales

What You Need for this Position

Bachelor’s degree in Finance, Accounting, or related field

4–7 years of experience in Financial Planning & Analysis, corporate finance, or related field. (Flexible for 3–5 years with strong, relevant experience)

Required: 2–3 years of direct experience with NetSuite Planning & Budgeting (NSPB)

Demonstrated experience owning or leading budgeting and forecasting cycles

Experience with financial systems implementation, transformation, or process improvement strongly preferred

Experience in a project-based, professional services, or high-growth environment preferred