Senior Finance Data Analyst

Who are we?

At Vertiv, we’re on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in sales, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people.

Vertiv is seeking a highly motivated Senior Finance Data Analyst to join the Americas Finance team. This role is based in Cluj-Napoca and it combines financial planning and analysis leadership with advanced data analytics, process automation, and continuous improvement initiatives. The successful candidate will serve as the lead analyst responsible for managing and driving the Americas forecasting process while identifying and implementing opportunities to automate, streamline, and enhance financial planning workflows.

This position plays a critical role in improving the efficiency, accuracy, and scalability of the forecasting process across numerous entities and business units. The Senior Finance Data Analyst will act as a subject matter expert and process owner, partnering closely with finance, IT, and business stakeholders to optimize financial planning and reporting activities. The ideal candidate will possess advanced analytical and technical skills, extensive experience working with large datasets and financial systems, and a passion for leveraging technology to eliminate manual processes and improve decision-making.

Key Responsibilities:

• Lead and manage the Americas forecasting process across multiple business units and legal entities, ensuring timely and accurate forecast submissions.
• Serve as the primary process owner for monthly P&L forecast compilation, validation, consolidation, and system loading activities.
• Partner with regional finance leaders to drive forecast process consistency, accuracy, and continuous improvement.
• Provide leadership and guidance during forecast cycles, serving as the primary point of contact for finance teams across the region.
• Design, develop, and implement automation solutions that reduce manual effort and improve forecast cycle efficiency.
• Identify opportunities to streamline financial planning processes through data analytics, process redesign, and technology adoption.
• Manage and optimize financial data movement between ERP systems, planning platforms, reporting tools, and data repositories.
• Develop advanced controls, exception reporting, and automated validation routines to improve forecast data quality and integrity.
• Perform root cause analysis on forecast variances, data exceptions, and process issues, driving corrective actions when necessary.
• Support and enhance forecasting, reporting, and consolidation activities within HFM, Oracle EPM, and OneStream environments.
• Lead testing, validation, and user acceptance activities related to system enhancements, upgrades, and finance transformation initiatives.
• Partner with IT and business teams to define requirements and implement scalable solutions supporting finance operations.
• Support integration of newly acquired businesses into forecasting, reporting, and financial planning processes.
• Develop dashboards, analytics, and reporting solutions using Power BI, Tableau, or similar business intelligence tools.
• Support ad hoc financial analysis, automation projects, executive reporting, and strategic initiatives across the Americas Finance organization.
• Document forecasting processes, automation solutions, technical requirements, and standard operating procedures.
• Serve as a subject matter expert for forecasting systems, data governance, and finance process automation initiatives.

Qualifications:

• Bachelor's degree in Data Analytics, Business Analytics, Information Systems, Finance, Accounting, Computer Science, or a related field.
• 3+ years of experience in financial planning and analysis, data analytics, business intelligence, financial systems, process automation, or related disciplines.
• Demonstrated experience leading complex forecasting, budgeting, or financial reporting processes across multiple business units and entities.
• Advanced experience developing automation solutions using Python and other automation or RPA technologies.
• Strong proficiency with SQL, Snowflake, Power BI, Tableau, or similar analytics and reporting platforms.
• Experience managing, transforming, and analyzing large and complex datasets.
• Experience with Hyperion Financial Management (HFM), Oracle EPM, OneStream, or related enterprise performance management platforms preferred.
• Experience with Oracle ERP or similar ERP systems preferred.
• Proven ability to drive process improvements and automation initiatives that deliver measurable efficiency gains.
• Strong analytical, problem-solving, and critical thinking skills.
• Strong communication skills with the ability to translate technical concepts into business-focused solutions.
• Demonstrated attention to detail and commitment to data integrity and quality.

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

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

OUR STRATEGIC PRIORITIES

• Customer Focus
• Operational Excellence
• High-Performance Culture
• Innovation
• Financial Strength

OUR 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

At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.

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 [email protected]. If you are interested in applying or learning more about this role, please visit the company’s career page located on Vertiv.com/Careers