Vice President, Finance

| Greater Denver Area | Hybrid
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Job Summary

The VP, Finance reports directly to the CFO and contributes significantly to the overall success of Vertafore by strategically directing and effectively managing all financial aspects of the company relating to the annual budget, financial planning and analysis, monthly forecast, board and lender reporting, and company-wide performance management. It is important that the person who fills this role is hands on and able to contribute as both a manager and individual contributor, within his/her team as well as cross-functionally, most notably with Sales (including Sales Operations), Product, Service, and Support, and other general and administrative functions including the senior leadership team. The VP, Finance is also responsible for maximizing the return on financial assets by establishing financial policies, procedures, controls and reporting systemsThis position will manage a team and forge key relationships with all Finance and shared services personnel across Vertafore.

Primary Functions:

Essential job functions include but are not limited to the following:

  • Understands and promotes the Vertafore culture, stays abreast of financial and competitive issues/events, uses industry knowledge to benefit the organization.
  • Provide capital and other investment financial analyses along with ongoing monitoring of capital expenditures.
  • Prepare financial presentations for the monthly and quarterly board/sponsor update meetings.
  • Keep CFO and Operations leadership updated and informed. This includes developing strong cross-functional relationships and managing cross-functional projects.
  • Work cross-functionally throughout the organization to support financial strategies and to educate and gain support for related key initiatives.
  • Develop and maintain long-term financial model and regularly monitor financial performance of the organization.
  • Ownership of the annual budget and 12-month rolling forecast of the PL, Balance Sheet and Cash Flow.
  • Clearly communicate monthly, quarterly and annual financial statements; monitor progress, prepare financial outlooks and financial forecasts and keep CFO informed of any changes.
  • Lead strategic planning, budget and target-setting processes, including monthly forecasts and key performance monitoring.
  • Lead the development of key operational metrics and reporting, and to provide analysis of financial results and key metrics.
  • Provide reporting and analysis on customer level and product line level profitability.
  • Execute continuous process improvement including an assessment of the software tools needed to manage our FP&A processes.
  • Develop the FP&A team by supporting the investment in continuous professional development.

Education and Years of Experience:

  • Minimum of bachelor's degree in accounting, finance or business.
  • MBA desired.
  • 6-8 years' experience in the FP&A function with previous management experience.
  • Must have strong knowledge of accounting and financial concepts and practices.
  • Experience with managing and/or implementing Business Intelligence for financial performance management.

Knowledge, Skills and Abilities:

  • Strong planning and organizational skills.
  • Excellent written and verbal communication skills.
  • Strong knowledge and command of all MS Office applications, especially MS Excel.
  • Strong attention to detail.
  • Good judgment, honesty and integrity.
  • Self-motivated, ability to work under pressure and on own initiative.
  • Able to prioritize and efficiently handle multiple tasks within deadlines.
  • Ability to handle sensitive information in a highly confidential manner.

Physical Requirements (lifting, etc.):

  • Occasional lifting and/or moving up to 10 pounds.
  • Frequent reaching with hands and arms.
  • Specific vision abilities required by this job include close vision (working on a computer, etc.).
  • Frequent sitting and standing.
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Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • AWS (Amazon Web Services)Services

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
President's club
Employee awards
Remote work program
Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like while using our offices as a place for collaboration, community, and team buildin
Diversity
Highly diverse management team
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental insurance
Our dental plan covers $1500 of expenses per person.
Vision insurance
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health insurance
Vertafore offers three different health plans to meet the needs of our employees.
Life insurance
Pet insurance
We offer a Pet Insurance plan through Nationwide.
Wellness programs
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee stock purchase plan
Performance bonus
Pay transparency
Child Care & Parental Leave Benefits
Generous parental leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provide 6 weeks of leave for the secondary caretaker.
Family medical leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
Bereavement leave benefits
Company-wide vacation
Every year on the second Friday in April, our company shuts down for "Refresh & Recharge Day." It's a day to unplug and get back to what you love outside of work.
Office Perks
Commuter benefits
Company-sponsored outings
Vertafore hosts company outings annually.
Free snacks and drinks
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some meals provided
We provide free breakfast on Mondays and Fridays.
Company-sponsored happy hours
Recreational clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home-office stipend for remote employees
Onsite gym
Professional Development Benefits
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available
Personal development training

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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