Financial Planning & Analysis Analyst

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, SoftwareIndustries

Requirements

Candidates should possess a Bachelor's Degree in Accounting, Finance, Economics, or a related field, with an MBA being preferred. A minimum of 2 years of experience in corporate finance is required. Familiarity with B2B marketing and the FinTech/Payments space is considered a plus.

Responsibilities

The Financial Planning & Analysis Analyst will contribute to monthly operating expense commentary, budgeting, and forecasting, while partnering with key leaders to maintain financial stability and progress toward financial goals. Responsibilities include developing and maintaining strategic business KPIs, preparing board materials, collaborating with Finance Leadership to ensure financial targets are met and spending is allocated efficiently, and partnering with other departments on strategic initiatives such as managing software spend, professional fees, and revenue backlog. The role involves working on annual budgeting and forecasting for OpEx, developing and maintaining financial models (P&L, Balance Sheet, Cash Flow), preparing and presenting financial reports and dashboards, supporting long-term strategic plans, identifying opportunities to streamline financial planning processes, and preparing documents for month-end financial reporting, reporting to the parent company, and Board deck presentations.

Skills

Financial Modeling

Forecasting

Budgeting

Financial Analysis

Accounts Receivable

KPI Development

Board Materials Preparation

Software Spend Management

Professional Fees Management

Revenue Backlog Management

Versapay

Automates accounts receivable processes for businesses

About Versapay

VersaPay automates accounts receivable processes for businesses, focusing on the B2B market. Its main product, the ARC platform, simplifies invoicing and payment by providing an online self-service portal where customers can receive invoices, make payments, and communicate with businesses. This portal is customizable, allowing clients to tailor the experience to their needs, which enhances customer satisfaction and retention. VersaPay operates on a subscription-based model, charging clients a recurring fee for access to the ARC platform, along with potential transaction fees for processed payments. This focus on customer-friendly solutions sets VersaPay apart from competitors in the financial technology sector, which is rapidly growing due to the demand for digital business solutions. The company's goal is to improve the efficiency of accounts receivable processes, making them more secure and user-friendly for businesses and their customers.

Toronto, CanadaHeadquarters

2006Year Founded

$18.7MTotal Funding

IPOCompany Stage

Enterprise Software, FintechIndustries

201-500Employees

Benefits

Remote Work Options

Flexible Work Hours

Risks

Emerging fintech startups like Zūm Rails pose competitive threats to Versapay.

Relocating headquarters to Miami-Dade may cause operational and cultural challenges.

New executive appointments could lead to strategic shifts affecting client relationships.

Differentiation

Versapay offers a cloud-based invoice-to-cash solution for superior customer experience.

The ARC platform provides a customizable self-service portal for efficient invoicing and payments.

Versapay integrates with various ERPs for automatic payment reconciliation and real-time insights.

Upsides

Versapay's network grew 5X in 18 months, now serving 5 million businesses.

The mid-market's demand for digital AR solutions presents growth opportunities for Versapay.

Versapay's focus on secure transactions aligns with the trend towards virtual card adoption.

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