Sr Analyst, FP&A at Vontive

Shanghai, Shanghai, China

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare, Medical Devices, Kidney CareIndustries

Requirements

Bachelor’s or above degree in Business, Finance, or a related field
5+ years’ working experience
Power BI expertise with proven ability to create interactive dashboards
Advanced Excel skills (complex formulas, macros, data modeling)
Excellent communication in English (written and spoken)
Ability to work in a fast-paced environment and manage multiple priorities
Healthcare industry experience preferred, but not mandatory
Self-driven, curious, and committed to professional growth

Responsibilities

Lead cluster-level planning, forecasting and MOR processes in alignment with global and regional guidance
Template development and standardization
Data collection and system uploads
Data validation and quality checks
Generating analytical reports and insights
Preparing executive review decks for leadership
Collaborate with cross-functional teams to ensure data accuracy and process efficiency
Drive digital transformation by building Power BI reports and dashboards to automate COE workflows
Serve as the key liaison between regional COE and local market teams
Continuously optimize reporting processes and templates to enhance efficiency
Collaborate cross-functionally with strong communication skills (both verbal and written)
Support ad-hoc projects with a problem-solving mindset

Skills

FP&A

Financial Planning

Forecasting

Power BI

Data Analysis

Excel

Reporting

Dashboard Development

Data Validation

Stakeholder Management

Process Optimization

Vontive

Provides investment property mortgage solutions

About Vontive

Vontive provides investment property mortgages using technology to simplify and speed up the loan process. Their main product is a "bolt-on" technology that allows retail brands to easily launch their own mortgage services without needing programming skills. This no-code solution can be set up in just a few weeks, making it quicker for brands to offer mortgages. Vontive stands out from competitors by acting as a bridge between real estate investors, lenders, and capital providers, charging fees for their services that reduce traditional risks and inefficiencies in real estate financing. The company's goal is to modernize the investment real estate market by making the mortgage process more efficient and transparent for both retail brands and financial institutions.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$32.1MTotal Funding

DEBTCompany Stage

Financial Services, Real EstateIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Parental Leave

Short- and Long-term Disability Coverage

Life Insurance

Wellness Program

Risks

Increased competition from fintech companies could erode Vontive's market share.

Potential regulatory scrutiny may lead to higher compliance costs and challenges.

Economic downturns could impact demand for investment property mortgages.

Differentiation

Vontive offers a no-code, white-label mortgage solution for real estate investors.

The platform integrates financial institutions through a unique debt marketplace.

Founded by industry veterans, Vontive leverages decades of mortgage and financial expertise.

Upsides

Vontive ranked #10 on the 2022 Deloitte Technology Fast 500 with 9,154% growth.

The company has financed over $1.1 billion in residential properties since April 2022.

Vontive's B2C ecosystem reaches over 1.5 million real estate investors.

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