FP&A Manager

Vertafore Career Center; Denver (CO); On-site; USD 115,000 - 140,000; Full time

Job summary

Vertafore is seeking a 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.

You’re seen as a go‑to business partner who adds insight, not just numbers, and your process improvements have helped unlock speed and accuracy for Finance.

Qualifications

• Proven ability to build financial models and forecast income statements.
• Strong understanding of P&L, balance sheet and key metrics.
• Experience partnering with non-finance teams to influence decisions.

Responsibilities

• Serve as FP&A partner for assigned business units, forecasting income statements and budgeting.
• Build and maintain detailed income statement models and related metrics.
• Present monthly performance reviews to CFO and other executives.
• Support annual budgets and long-range plans.
• Deliver actionable financial recommendations to functional leaders.
• Develop business cases for investments and headcount plans.
• Lead process improvements to improve forecasting accuracy and efficiency.
• Utilize NetSuite and Adaptive Planning to manage data and insights.

Skills

Financial modeling

Variance analysis

P&L understanding

Excel

NetSuite

Adaptive Planning

Cross-functional partnering

Communicator

Time management

Independent work

Tools

NetSuite

Adaptive Planning

Job description

$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 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 the full income statement, budgeting, and operational decision-making.
• Build and maintain detailed models for the full income statement (revenue and expenses and related metrics).
• 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.