
11 - 50 employees
🔌 API
💸 Finance
⚡ Productivity
API • Finance • Productivity
Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.
🔥 0 minutes ago
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11 - 50 employees
🔌 API
💸 Finance
⚡ Productivity
API • Finance • Productivity
Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.
• 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 • Develop training materials and documentation tailored to different user skill levels • Develop a deep understanding of Velixo and the ERP systems that Velixo integrates with • Stay up-to-date with the latest industry trends in reporting techniques
• 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
• 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 • Growth and development opportunities • Opportunities to excel in chosen field
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