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Financial Analyst Vertafore, Inc.
Reporting to the Finance Manager, the Financial Analyst will be responsible for providing world class financial planning, analysis and reporting in support of Vertafore?s Producer Lifecycle Management (PLM) business unit. This position will be one of the primary finance partners to PLM?s business leaders by providing strategic financial and analytical support.Performance Management
Prepare monthly variance analysis, operating statistics, and presentation material.
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.
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.
Budgeting and Forecasting
Assists in the budgeting, forecasting, and financial reporting process
Transforms financial data into concise and accurate financial information.
Prepares and manages annual budgets, monthly forecasts of revenue and expenses.
Analysis
Reviews and explains significant account variances when comparing actual, budgets, and forecasts.
Manages and/or conducts financial analysis (revenue and expenses).
Works with the Finance team and Executives to evaluate business performance from both a strategic and financial perspective.
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.
WHO ARE YOU?
You have an understanding of general business issues including external factors that impact the business and industry.
You demonstrate the ability to follow sound business ethics when executing job responsibilities to build and maintain management confidence.
QUALIFICATION AND REQUIREMENTS
Bachelor?s Degree in finance, accounting, or related field is required.
Candidates must be authorized to work in the United States to be eligible for consideration, visa sponsorship not available.
Professional & Technical Competencies
1-3+ 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
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 at executive levels.
Strong technical skills including advanced knowledge of Excel, Access and PowerPoint.
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.
| Location: | East Lansing, MI United States |
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Vertafore, Inc.
Investors: JMI EquityAll Jobs: at Vertafore, Inc.
| Web Site: | www.vertafore.com |
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| Headquarters: | 00000 United States |
| Industry: | Financial Services |
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