Vertafore
Position
Charter & Experience
Reporting to
the Director of Finance, the Senior Financial Analyst will be responsible for
providing world class financial planning, analysis and reporting in support of
both consolidated corporate reporting and corporate business units. This position will be one of the primary
finance partners to corporate business leaders by providing strategic financial
and analytical support.
Key
Accountabilities
Senior Financial
Analyst – Corporate Planning & Analysis position responsibilities include:
Budgeting
and Forecasting
Leads
budgeting, forecasting, and financial reporting for supported groups.
Transforms
financial data into concise and accurate financial information.
Prepares and
manages annual budgets, monthly forecasts of revenue and expenses, capital, and
cash flows.
Manages
short and long-range financial planning and capital forecasting.
Analysis
Manages
and/or conducts financial analysis (revenue, cost, profit, cash flow, balance
sheet, pricing).
Works with
the Finance team and Executives to evaluate business performance from both a
strategic and financial perspective.
Reviews and
explains significant account variances when comparing actual, budgets, and forecasts.
Financial
Operations
Provides
finance support for the development of new tools and methods to support
internal customers.
Ensures
compliance with relevant policies and procedures.
Assists the
Finance team in formulating and implementing new financial systems, tools, and
methods.
Translates
planning guidelines from Corporate Finance to specific performance objectives.
Performance
Management
Prepare
monthly variance analysis, operating statistics, and presentation material.
Provide
decision-making support and advice to business partners, based on sound
financial planning and analysis, identifying operational and product trends and
using this knowledge to aid in the maximization of company revenue and profit.
Review
reports on budget related issues and special projects.
Works with
department managers to develop various monthly and annual budget presentations.
Performs
trend analysis with respect to key metrics.
Ensures that
capital investments are continually reassessed in terms of the financial
impact.
Provides
both financial and non-financial reporting to ensure that managers have valid,
current information to enable both strong financial ownership and appropriate
inputs to the decision-making processes.
Professional
and Technical Competencies
4+ years of
finance experience, preferably in a high growth, fast-paced technology company.
Must have a
“roll up your sleeves” approach, be highly analytical and forward thinking.
This is a role that requires resourcefulness, strategic thinking and
exceptional leadership skills to add value to the short and long term business
planning aspects of the company as part of the senior leadership team.
Must be able
to independently plan and conduct non-routine financial analysis/reporting
projects and consult effectively on highly technical projects.
Highly
analytical, rigorous, and quantitative individual. Comfortable working in a growing and changing
organization.
Ability to
manage multiple initiatives and competing priorities.
Strong
written and oral communication, problem solving and analytical skills, as well
as strong attention to detail. A person
who can be effective and persuasive across multiple disciplines and across all
levels of the company. Must be a strong
team player.
A polished
professional comfortable interacting with senior executives. A track record of success functioning as a
partner to the various senior executives.
Strong
technical skills including advanced knowledge of Excel, Access and PowerPoint.
General
Business
Understanding
of general business issues including external factors that impact the business
and industry.
Demonstrated
ability to follow sound business ethics when executing job responsibilities to
build and maintain management confidence.
Education
Requirements
Bachelor’s
Degree in finance, accounting, or related field is required.
MBA is
preferred.
Candidates
must be authorized to work in the United States to be eligible for
consideration, visa sponsorship not available.
Candidates with at least 18 months left on your EAD may be considered.
If you want
to work for a company that is recognized as the industry leader in software and
services to the insurance space, provides career opportunities at all levels,
rewards success and provides work/life balance, come see what Vertafore has to
offer! Vertafore is an equal opportunity
employer.
Vertafore
Company Overview
Vertafore,
Inc. is a leading provider of software and information to the insurance
industry including independent agents, brokers, MGAs, carriers and reinsurers.
For more than 30 years, Vertafore has leveraged a unique industry presence to
deliver meaningful solutions—powerful technology, critical information and
robust insights to help organizations effectively respond to business
challenges and capture new opportunities. Vertafore solutions have helped more
than 17,000 customers and 500,000 end users gain a competitive advantage to
accelerate their business performance.
Currently,
over 1,200 employees nationwide, with continued growth plans well into the
future. Our corporate headquarters are in Bothell, WA with offices nationwide.
We offer competitive compensation and benefit packages along with 18 days
PTO/10 paid holidays, free parking and company sport teams and much more. A big
advocate of training, development and promoting from within, we have a vested
interest in our employees.
Vertafore is
privately held by TPG Capital, the global buyout group of TPG, a leading
private investment firm with a long-standing global presence. Founded in 1992,
TPG Capital has $48 billion of assets under management and has extensive
experience with global public and private investments executed through
leveraged buyouts, recapitalizations, spinouts, growth investments, joint
ventures and restructurings.
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