Vertex, Inc. Logo

Vertex, Inc.

Strategy Analyst III

Reposted 3 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
Senior level
Remote
Hiring Remotely in USA
Senior level
The Strategy Analyst III will support corporate strategy development and execution, conduct market analysis, provide insights, and manage ad-hoc projects, often with minimal supervision.
The summary above was generated by AI

Job Description:

We are seeking a Strategy Analyst to help support the development of Vertex’s corporate and business strategy. You will be part of the Chief Strategy Office (CSO) working closely with the Director, Strategy and Director, Innovation Strategy and other members of the CSO.
As a member of the CSO, you will have the ability to work on impactful and complex projects with high visibility. As an analyst, you will be responsible for executing specific aspects of a project. Example projects include customer segmentation, new market evaluations, pricing and business model development, and growth opportunity exploration, among others. Projects will entail collaboration with executives, cross-functional business partners, and external stakeholders.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

  • Break down complex problems and formulate and test hypotheses.
  • Conduct primary and secondary research and perform rigorous data analysis.
  • Synthesize analysis into clear takeaways and recommendations.
  • Maintaining deep knowledge of the content and analysis of your workstream.
  • Develop presentations to clearly communicate problem space, analysis, and insights.
  • Support creation of CEO and Board of Directors level communications.
  • Stay current on market, regulatory, and technology trends relevant to Vertex.
     

SUPERVISORY RESPONSIBILITIES: N/A
KNOWLEDGE, SKILLS AND ABILITIES:
 

  • Strong analytic and critical thinking skills.
  • Exceptional written, oral, and presentation skills
  • Possess economic and financial modeling skills
  • Strong interpersonal skills with an ability to listen, consider alternative views, and solve complex problems
  • Strong research skills
  • Strong project management skills
  • Ability to work independently to achieve required project timelines
  • Ability to identify process improvement opportunities
  • Proficient in Excel, PowerPoint, Word, some experience in programming languages
     

EDUCATION AND TRAINING:
 

  • Bachelor’s degree in a relevant discipline.
  • 2-3 years of strategy work experience in corporate strategy or a strategy consulting firm.
  • Exceptional research, analytical and problem-solving skills supported by strong attention to detail.
  • Highly structured thinker, with the ability to be flexible and pivot as need.
  • Self-driven, with deep intellectual curiosity and ability to learn new subjects quickly.
  • Ability to deliver high quality analysis and convey insights in presentation form.
  • Proficiency with Excel (and other data analysis tools) and PowerPoint.
  • Strong interpersonal and communication skills.
  • Location: East Coast preferred.
     

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
 

  • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
  • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
  • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
  • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
  • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
     

COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Top Skills

Excel
PowerPoint
Programming Languages
Word

Similar Jobs

5 Hours Ago
Remote
Delaware, USA
121K-186K Annually
Senior level
121K-186K Annually
Senior level
Healthtech • Logistics • Pharmaceutical
The Director, Business Product Owner will lead digital transformation in Commercial Finance, collaborating with stakeholders to develop finance solutions and improve data analysis.
Top Skills: Ai/MlBusiness IntelligenceData WarehouseEnterprise Performance Management (Epm)
5 Hours Ago
In-Office or Remote
4 Locations
Mid level
Mid level
Big Data • Fitness • Healthtech • Software • Analytics • Energy
The AWS FinOps Analyst will manage cloud costs using data analysis, monitor for anomalies, optimize resources, and ensure cost reporting. Responsibilities include developing cost strategies and coaching teams on financial accountability while providing insights for reducing cloud spending.
Top Skills: AWSCost ExplorerCudosCurQuicksightT-Sql
5 Hours Ago
In-Office or Remote
2 Locations
95K-138K Annually
Mid level
95K-138K Annually
Mid level
Artificial Intelligence • Fintech • Payments • Financial Services • Generative AI
The Senior Accountant will manage the month-end close process, automate tasks, lead audits, and support regulatory reporting while collaborating with global teams.
Top Skills: ExcelGoogle SheetsNetSuiteOracleSAP

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account