Sr. Financial Analyst
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to 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.
JOB DESCRIPTION
This role will be a key partner for internal clients. Responsible for providing financial partnership to various internal departments.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
Lead budgeting, forecasting, and financial reporting for supported groups.
Transform financial data into concise and accurate financial information.
Prepare and manages annual budgets, monthly forecasts of revenue and expenses, and capital.
Manage short and long-term financial planning and capital forecasting.
Prepare monthly variance analysis, operating statistics, and presentation material.
Work with department managers to develop various monthly and annual budget presentations.
Perform trend analysis with respect to key metrics.
Work with and support operational managers as part of annual budget, monthly forecasting, and month-end closing analysis.
Ensure that the decision-making processes have the relevant and sound financial information.
Identify risk areas and bring to the table opportunities to resolve them.
Knowledge, Skills and Abilities:
Strong analytical skills. Comfortable working in a growing and changing organization.
Strong verbal and written communications skills. Able to negotiate.
Strong technical skills with financial modeling, MS Office Applications, and high level of comfort creating analyses from multiple data sources
Qualifications:
Bachelor's Degree in finance, accounting, or related field is required. MBA is a plus.
At least 5 years relevant experience, including full P&L management and forecasting
Industry experience in SaaS, Software, Technology or other high growth, fast-paced organization preferred.
Experience with multi-dimensional databases. Experience with Xactly Incent and Sales Force preferred.
Experience with sales commissions strongly desired
Additional Requirements and Details:
Travel required up to 10% of the time.
Located and working from an office location.
Occasional lifting and/or moving up to 10 pounds.
Frequent repetitive hand and arm movements required to operate a computer.
Specific vision abilities required by this job include close vision (working on a computer, etc.).
Frequent sitting and/or standing.
Additional Requirements and Details:
· Travel required up to 10% of the time.
· Ability to work remotely with a stable internet connection on an as-needed basis
· Located and working from an office location (when required)*
· Occasional lifting and/or moving up to 10 pounds.
· Frequent repetitive hand and arm movements required to operate a computer.
· Specific vision abilities required by this job include close vision (working on a computer, etc.).
· Frequent sitting and/or standing.
*Our offices are currently closed due to COVID-19 and are scheduled to re-open mid 2021.