Strategic Finance Partner | Growth & Analytics | Equity

Vertex Inc.; Pennsylvania; Hybrid; USD 120,000 - 170,000; Full time

Job summary

Vertex Inc. is seeking a Senior Finance Business Partner to partner with strategy and line-of-business leaders, translating strategic goals into financial plans and performance insights.

You will build multi-year pro formas, cash flow forecasts, and dashboards, while identifying growth opportunities and cost improvements and supporting cross-functional initiatives led by the VP of Global Accounting and Finance or CFO.

Qualifications

• GAAP knowledge in finance, accounting, budgeting, and cost control.
• Experience building and managing complex financial models and cash forecasts.
• Proven Finance Business Partner with actionable insights for leaders.
• Ability to manage multiple high-visibility projects with minimal supervision.
• Strong interpersonal, presentation, and communication skills for senior leaders.
• Proficiency with MS Office and FP&A/data analytics/dashboard tools.
• Excellent analytical and written communication skills.

Responsibilities

• Partner with strategy and business leaders to develop and manage plans aligned to goals.
• Analyze operating results, variances, and drivers; propose adjustments.
• Develop financial models, pro formas, cash flow forecasts, and dashboards.
• Lead M&A and strategic initiatives with finance SME input.
• Identify revenue opportunities and cost-reduction strategies with leaders.
• Drive process improvements and deliver insights for timely decisions.
• Collaborate with cross-functional teams and maintain stakeholder networks.

Skills

GAAP knowledge

Financial modeling

Pro forma planning

Cash flow forecasting

Strategic partnering

Stakeholder management

MS Excel

Power BI

Tableau

Anaplan

Tools

Excel

Power BI

Tableau

Anaplan

Job description

Vertex Inc. is seeking a Senior Finance Business Partner to partner with strategy and line-of-business leaders, translating strategic goals into financial plans and performance insights.

You will build multi-year pro formas, cash flow forecasts, and dashboards, while identifying growth opportunities and cost improvements and supporting cross-functional initiatives led by the VP of Global Accounting and Finance or CFO.