What are the responsibilities and job description for the Sr. Finance Business Partner position at Vertafore Career Center?
$115,000 - $140,000 / year
Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions for our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
We are looking for a Sr. Finance Business Partner to join our FP&A team. This individual contributor role will serve as a financial advisor to key business units, leveraging financial insights to drive strategic initiatives and operational efficiencies. The ideal candidate brings a background in FP&A, a strong analytical mindset, and the ability to partner effectively across departments. You’re seen as a go-to business partner who adds insight, not just numbers, your process improvements have helped unlock speed and accuracy for Finance.
Key Responsibilities:
- Serve as the primary FP&A partner for assigned business units, offering financial support on forecasting, budgeting, and operational decision-making.
- Build and maintain detailed models for forecasting income statement, balance sheet, and cash flow items.
- Prepare and present monthly performance reviews, providing analysis on trends, risks, and opportunities to C level executives including CFO
- Support development of annual budgets and long-range strategic plans.
- Deliver clear and actionable financial recommendations that influence functional leaders and improve outcomes.
- Assist in developing business cases for investments, headcount plans, and process changes.
- Lead and contribute to process improvements that enhance forecasting accuracy and efficiency.
- Use NetSuite and Adaptive Planning (preferred) to manage data and produce insights
- This is an individual contributor role
Knowledge, Skills and Abilities:
- Strong business partnering skills with the ability to influence and advise without direct authority.
- Technical expertise in financial modeling, scenario planning, and variance analysis.
- Thorough understanding of P&L, balance sheet, and key financial metrics.
- Confident communicator who can translate complex data into insights for non-finance audiences, and collaboration skills across functions.
- Advanced financial modeling and Excel skills; strong proficiency in MS Office Suite.
- NetSuite or Adaptive Planning experience preferred.
- Strong analytical, problem-solving, and critical thinking skills.
- Organized and detail-oriented with strong time management capabilities.
- Able to work independently in a fast-paced, agile environment and manage multiple priorities.
- Eager to learn and contribute to a collaborative finance team.
Salary : $115,000 - $140,000