Top Benefits
About the role
Velixo is an award-winning provider of Excel-based reporting solutions for leading cloud ERP solutions such as Acumatica, MYOB Advanced, and Sage Intacct, based in Montreal, Canada.
With Velixo, you can build financial, project, and other business reports in Excel with live ERP data in just a few minutes and get the answers you need.
Customers love Velixo for how user-friendly it is and how easy it is to use: we are the top-rated solution on the Acumatica marketplace!
Who we are looking for:
We are looking for a passionate ERP Data Analyst to join our team at Velixo. As a Senior ERP Data Analyst, you will be responsible for demonstrating product capabilities, analyzing business requirements and designing reporting solutions using SQL and Excel. Your expertise in Microsoft Excel, strong analytical mindset, and ability to provide valuable insights will play a crucial role in helping our customers leverage our Excel-based reporting solution for their ERP systems. This is an exciting opportunity to work in the ERP software industry and be part of a collaborative and growth-oriented team. This is a hybrid opportunity (3x per week at the office) for candidates in the Montreal area.
Responsibilities:
-
Attend product demonstrations with prospective customers, answer technical questions and demonstrate complex functionalities.
-
Create proof-of-concept to highlight Velixo capabilities to prospective customers.
-
Gather and analyse customer requirements, identify and solve roadblocks, estimate project scope and write specification documents.
-
Develop customer reports based on specification documents.
-
Provide initial support to new users, guiding them through the product’s features and troubleshooting common issues.
-
Conduct comprehensive training sessions for clients, partners and colleagues to ensure effective use of the product.
-
Develop training materials and documentation tailored to different user skill levels.
-
Develop a deep understanding of Velixo and the ERP systems that we integrate with.
-
Stay up-to-date with the latest industry trends in reporting techniques.
Requirements:
- Bachelor degree in finance, accounting, computer science or engineering.
- 5+ years of experience in the enterprise software industry.
- Advanced proficiency in Microsoft Excel, including data-enhancement functions, dynamic arrays, filters, conditional formatting, pivot tables, lambdas, and data sources.
- Strong analytical mindset with a keen eye for detail.
- Excellent communication and presentation skills to effectively convey complex information to clients.
- Working knowledge of SQL to manipulate and extract data.
- Familiarity with financial reporting and accounting basics.
- Experience working in an ERP system, particularly Acumatica or Sage Intacct, is a plus.
Benefits:
- Competitive benefits package, including health insurance, RRSP plan, vacation and personal days.
- Financial support for professional development courses to enhance skills and knowledge.
- Opportunity for career growth within a collaborative and supportive work environment.
At Velixo, we prioritize the growth and development of our employees, recognizing their potential and providing opportunities to excel in their chosen field. We are excited to welcome you to our team and embark on a journey of mutual success.
S7NvSlqv17
About Velixo
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel.
Key use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and resolving data quality issues. Thousands of organizations, large and small, trust Velixo for its ability to streamline processes, and our customers consistently give us 5-star ratings on G2 Crowd and the Acumatica Marketplace. If you know Excel, you already know how to use Velixo!
Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com.
Top Benefits
About the role
Velixo is an award-winning provider of Excel-based reporting solutions for leading cloud ERP solutions such as Acumatica, MYOB Advanced, and Sage Intacct, based in Montreal, Canada.
With Velixo, you can build financial, project, and other business reports in Excel with live ERP data in just a few minutes and get the answers you need.
Customers love Velixo for how user-friendly it is and how easy it is to use: we are the top-rated solution on the Acumatica marketplace!
Who we are looking for:
We are looking for a passionate ERP Data Analyst to join our team at Velixo. As a Senior ERP Data Analyst, you will be responsible for demonstrating product capabilities, analyzing business requirements and designing reporting solutions using SQL and Excel. Your expertise in Microsoft Excel, strong analytical mindset, and ability to provide valuable insights will play a crucial role in helping our customers leverage our Excel-based reporting solution for their ERP systems. This is an exciting opportunity to work in the ERP software industry and be part of a collaborative and growth-oriented team. This is a hybrid opportunity (3x per week at the office) for candidates in the Montreal area.
Responsibilities:
-
Attend product demonstrations with prospective customers, answer technical questions and demonstrate complex functionalities.
-
Create proof-of-concept to highlight Velixo capabilities to prospective customers.
-
Gather and analyse customer requirements, identify and solve roadblocks, estimate project scope and write specification documents.
-
Develop customer reports based on specification documents.
-
Provide initial support to new users, guiding them through the product’s features and troubleshooting common issues.
-
Conduct comprehensive training sessions for clients, partners and colleagues to ensure effective use of the product.
-
Develop training materials and documentation tailored to different user skill levels.
-
Develop a deep understanding of Velixo and the ERP systems that we integrate with.
-
Stay up-to-date with the latest industry trends in reporting techniques.
Requirements:
- Bachelor degree in finance, accounting, computer science or engineering.
- 5+ years of experience in the enterprise software industry.
- Advanced proficiency in Microsoft Excel, including data-enhancement functions, dynamic arrays, filters, conditional formatting, pivot tables, lambdas, and data sources.
- Strong analytical mindset with a keen eye for detail.
- Excellent communication and presentation skills to effectively convey complex information to clients.
- Working knowledge of SQL to manipulate and extract data.
- Familiarity with financial reporting and accounting basics.
- Experience working in an ERP system, particularly Acumatica or Sage Intacct, is a plus.
Benefits:
- Competitive benefits package, including health insurance, RRSP plan, vacation and personal days.
- Financial support for professional development courses to enhance skills and knowledge.
- Opportunity for career growth within a collaborative and supportive work environment.
At Velixo, we prioritize the growth and development of our employees, recognizing their potential and providing opportunities to excel in their chosen field. We are excited to welcome you to our team and embark on a journey of mutual success.
S7NvSlqv17
About Velixo
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel.
Key use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and resolving data quality issues. Thousands of organizations, large and small, trust Velixo for its ability to streamline processes, and our customers consistently give us 5-star ratings on G2 Crowd and the Acumatica Marketplace. If you know Excel, you already know how to use Velixo!
Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com.