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.
Business Analysis • Excel • ERP reporting • Data analysis • Financial management
3 days ago
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.
Business Analysis • Excel • ERP reporting • Data analysis • Financial management
• Velixo is an award-winning vendor of Excel-based reporting solutions for ERP software. • The ideal candidate will have experience in ERP systems to support our ERP Financial analysis product. • Provide first-level direct support to partners and customers by responding promptly to inquiries within established Service Level Agreement objectives. • Troubleshoot and analyze application-related issues and solve problems over emails, phone/chat, and web meetings. • Provide continuing education to clients on how to effectively use Velixo products in their businesses. • Document client inquiries and reported problems and provide feedback to Velixo's level II support and R&D. • Create Knowledge Base articles for repetitive issues.
• Extensive experience with IT systems, networks, and related technologies. • College Degree (Information Technology, Engineering, Computer Science, Accounting, Finance) • At least 2 years’ experience in a similar role. • Experience in account management or service and support. • Experience troubleshooting business software products a plus. • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way. • Must be comfortable with troubleshooting software, computer, and other IT related problems (ERP / accounting software systems like Dynamics SL, AX, NAV, SAP Business By Design, Everest, Sage, Business applications (CRM) etc.) • Knowledge of customer service principles and practices are a plus. • Work output must be detailed for the highest level of accuracy and quality. • Strong verbal and written communication skills. • Detail oriented and excellent multi-tasking skills. • Exceptional interpersonal and organizational skills. • Must work well in a team environment and present a professional demeanor. • Must be flexible, reliable, trustworthy, and absolutely confidential with all matters. • Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
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