Strategic Finance Associate at Verato Inc.

Merida, Leyte, Philippines -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning and analysis, Financial modeling, Budgeting, Revenue modeling, KPI reporting, Strategic planning, Scenario analysis, Data analysis, Excel, PowerPoint, NetSuite, Adaptive, Salesforce, Business acumen, Communication skills

Industry

Software Development

Description

Description This position is based in Mérida, Yucatán, México. If you do not live in/around Merida, and are still interested in this position, relocation will be required within 60 days of accepting this position. Verato will provide a relocation bonus of $42,500 MNX pesos to help with your move. ABOUT VERATO As digital transformation and AI progress at lightning speed, organizations find themselves data-rich and insights-poor. Digital transformation’s promise to drive better experiences and business performance is falling short. Data is often trapped in silos across disconnected systems of record, such as ERPs and EHRs, systems of engagement, such as CRMs, and systems of insight, such as cloud data platforms. These systems cannot integrate seamlessly without a single source of truth for identity, making it impossible to share and consume complete and trusted 360-degree views of people, organizations, and networks. Verato, the identity intelligence experts, powers exceptional experiences everywhere by solving the problem that drives everything else — knowing who is who. The Verato MDM Cloudä, the next generation of MDM, delivers unprecedented identity intelligence by uniquely combining extraordinary identity resolution and enrichment with identity verification, AI-powered data governance, and advanced insights. Verato re-imagines MDM to be purpose-built and nimble to drive a complete and trusted 360-degree view of people, organizations, and networks across complex ecosystems with unmatched speed to value, enterprise-grade performance, and customer success. More than 75% of the US population flows through Verato, powering a single source of truth for identity across the critical industries of healthcare, life sciences, financial services, public sector, and beyond. For more information, visit verato.com. Core to Verato’s strategy for sustained growth is our commitment to building a strong, people-first culture that attracts, develops, and retains top talent worldwide. Verato operates on the simple principle that a company must prioritize its employees first and foremost. In return, these employees will take care of the company’s customers, and in turn, those customers will support the company’s shareholders. Verato believes in empowering teams with the best tools and development opportunities available. Staff are given chances to expand their knowledge in areas like technology (e.g., big data, distributed/cloud computing, complex algorithms), healthcare, and organizational development. As Verato continues a path of high growth and significant impact, every team member gains an influential front-row seat as we execute our business strategy. Together, we can bring about a profound and positive transformation in healthcare as we know it today. VERATO VALUES We are committed to continually raising the standard of excellence throughout the organization, from marketing to engineering to customer service. Our guiding principles are to Make a Difference, to be Trustworthy, and to be Customer Obsessed. Verato employees have a precise focus on proactively protecting the privacy and security of all systems while always ensuring they are following documented policies and procedures. ABOUT THE POSITION We are looking for a sharp, detail-oriented Strategic Finance Associate to join our Finance team and report to the VP of Finance. This is a high-visibility, high-impact position that will touch nearly every corner of the business — from revenue modeling and budgeting to systems implementation and KPI reporting. You will work shoulder-to-shoulder with a lean finance team that values intellectual curiosity, sound judgment, and a bias toward action. The candidate is required to have financial planning and analysis (FP&A) experience. This role is ideally based out of our Mérida Office in México on a hybrid basis. ESSENTIAL DUTIES AND RESPONSIBILITIES: Planning & Analysis • Support the annual operating plan and budget process in close partnership with the CFO and functional leaders across the business • Contribute to multi-year financial models used for strategic planning and scenario analysis • Translate operational and financial data into clear, actionable insights and recommendations for senior leadership • Track and report on the company’s financial and non-financial KPIs, helping refine frameworks that illuminate the key drivers of the business Business Partnership • Serve as a trusted analytical partner to Revenue Operations, Marketing, Product & Engineering, and other business functions • Help communicate business objectives and performance to internal stakeholders; support materials for investor and Board-level reporting • Collaborate closely with Accounting to support efficient close processes and high-quality financial reporting Systems & Process Improvement • Play an active role in the evaluation, implementation, and optimization of finance systems and ERP tools • Design and automate FP&A processes to improve forecast accuracy, timeliness, and efficiency, reducing manual effort where possible • Help the team adopt best-of-breed approaches including AI-assisted workflows that elevate the quality and speed of our financial work Requirements • 5+ years of directly applicable FP&A experience — corporate FP&A, investment banking, consulting, or similar analytical roles • Strong financial modeling and analytical skills in Excel or equivalent; comfortable building models from the ground up • Proficiency developing clear, data-driven presentations in PowerPoint or similar tools • Solid business acumen: able to connect financial data to operational realities and strategic decisions • High attention to detail with the ability to manage competing priorities in a deadline-driven environment • Experience with or exposure to FP&A and ERP platforms (e.g., NetSuite, Adaptive, Rillet, Abacum); hands-on implementation or migration experience is a strong plus • Familiarity with CRM tools (e.g., Salesforce) and how go-to-market data connects to financial planning • Excellent written, verbal, and interpersonal communication skills • Bachelor’s degree in Finance, Accounting, Economics, or a related field Nice to Have • Experience in a high-growth SaaS or enterprise software company • Working knowledge of SaaS metrics and the economics of recurring revenue businesses • Familiarity with BI and data visualization tools • Comfort working with data warehousing concepts and analytical database queries from a business user perspective (e.g., writing or interpreting SQL to pull and validate data) • MBA or CFA is a plus but not required Why Join Verato • Real mission, real impact: we’re solving the foundational identity challenge in healthcare — work that directly affects how patients receive care • Lean, high-performing team: join a Finance function that operates like a startup within a scaling company — your work will matter and be seen • Modern tools and ways of working: we’re actively adopting AI and agentic workflows to help our team focus on the most strategic, highest-value work • Market momentum: recognized in two 2025 Gartner® Hype Cycle™ reports, winner of a Fierce Healthcare Innovation Award, and trusted by 100+ health systems • People-first culture: we believe in empowering our teams with the best tools, development opportunities, and a front-row seat to a high-impact growth story

Responsibilities

The Strategic Finance Associate will support annual operating plans, budget processes, and multi-year financial modeling while providing actionable insights to senior leadership. They will also act as a business partner to various departments and lead the optimization of finance systems and ERP tools.