Sr. Financial Analyst Vertafore, Inc.
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.
WHO ARE YOU?
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.
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.
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.
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.
QUALIFICATION AND REQUIREMENTS
Professional and Technical
4+ years of finance experience, preferably in a high growth, fast-paced technology company.
Must be able to impact, and influence business leaders by utilizing financial expertise, and understanding of the business.
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.
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.
Bachelor?s Degree in finance, accounting, or related field is required.
MBA is preferred.
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.
||Bothell, WA |