Finance Data Analyst

Job Description:

Vertiv is seeking a highly motivated Finance Data Analyst to join the Americas Finance team. This role combines financial planning and analysis responsibilities with data analytics, process automation, and continuous improvement initiatives. The successful candidate will be responsible for supporting and operating the current forecasting process while leading efforts to automate, streamline, and enhance financial planning workflows.

This position plays a critical role in reducing the time and effort required to build, compile, validate, and load P&L forecasts across numerous entities and business units. The successful candidate will have a strong data analytics and automation background, experience working with large datasets, and a passion for eliminating manual processes through technology and process improvement.

The role is dedicated to the Americas and Latin America region.

Key Responsibilities:

• Coordinate and execute the Americas forecasting process across multiple business units and legal entities.

• Build, compile, validate, and load monthly forecasts into enterprise financial systems.

• Support forecast submissions, consolidations, and reporting activities.

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Lead automation initiatives focused on reducing manual effort throughout the forecasting process.

• Serve as a key point of contact for finance teams during forecast cycles.

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Manage financial data movement between source systems, planning tools, and reporting platforms.

• Ensure forecast data integrity, completeness, and alignment with established timelines.

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Develop automated controls and validation routines to identify forecast exceptions and data quality issues.

• Support forecasting and reporting activities within HFM, EPM, and OneStream systems.

• Assist with system enhancements, upgrades, testing, and implementation activities.

• Support integration of newly acquired businesses into the forecasting and reporting process.

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Support ad hoc automation, reporting, and analytics projects across the Americas Finance organization.

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Document processes, technical requirements, and standard operating procedures.

Qualifications:

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Bachelor's degree in Data Analytics, Business Analytics, Information Systems, Finance, Accounting, Computer Science, or a related field.

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3+ years of experience in data analytics, business intelligence, process automation, financial systems, or related disciplines.

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Demonstrated experience developing automation solutions using Python and other RPA/automation tools required.

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Experience with SQL, Snowflake, and PowerBI, Tableau or similar tools.

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Experience supporting FP&A, forecasting, budgeting, or financial reporting processes.

• Experience with Hyperion Financial Management, Oracle EPM, and OneStream preferred.

• Experience with Oracle or similar ERP systems preferred.

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Strong analytical, problem-solving, and process improvement skills.

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Ability to communicate effectively with both technical and non-technical stakeholders.

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Experience managing and transforming large datasets.

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Strong attention to detail and commitment to data quality.

Physical & Environmental Demands:

• None

Time Travel Required:

• None

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities. 

OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture

• Customer Focus

• Operational Excellence

• Innovation

• Financial Strength

VERTIV BEHAVIORS

Own it

Act with urgency

Foster a customer-first mindset

Think big and execute

Lead by example

Drive continuous improvement

Learn and seek out development

Promote transparent & open communication

 

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs.  Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.   

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertiv.com.

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