Project Financial Analyst at Vertafore

| Greater Denver Area
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$50,000-$60,000 + Bonus

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.


The Financial Analyst at Vertafore is responsible for resource, revenue and project planning and coordination of all implementation projects and effective planning of future resource alignment for forecasted projects. In this role, individuals will be responsible for overseeing billable utilization, assigning team members to projects based on skillset and availability. This position will provide holistic resource planning support, including long-term planning, forecasting, and scheduling. Constant collaboration with professional service practice leadership and a strong understanding of evolving team dynamics and skill sets is required to excel in this role. In addition, this person will be responsible for managing, forecasting, maximizing efficiency and revenue, documenting, and updating internal and external processes.

Core requirements and responsibilities:

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

  • Manage resourcing, scheduling, and fulfillment for client projects & implementations
  • Build, manage and refine financial models for resource & project planning, and maximizing revenue and billable utilization
  • Proactively identify upcoming resource capacity constraints/requirements and work with leadership to ensure proper coverage and skill development
  • In conjunction with Professional Service operations and leadership, analyze resource data points to streamline project efficiency and assist in improving the value of these inputs
  • Develop strategies to maximize utilization across the departments varied skillsets while minimizing staff overhead
  • Interface regularly with Contract Specialists to seek deep understanding of specific requirements and clients' needs
  • Coordinate with Professional Services Operations Team on reporting strategic data initiatives to improve forecasting and resource management data points
  • Contribute to systems integration initiatives to streamline resource management and associated processes
  • Coordinate, prepare, and direct multiple cross functional resource alignment meetings and drive action/next steps as outcomes
  • Analyze, research, and evaluate existing business systems and processes to establish, verify, and document business rules, business process models, business user requirements, functional and corporate requirements, and technical designs
  • Perform administrative tasks including resource schedule entry and project set up.
  • Act as escalation point to address scheduling conflicts, adjustments, and evolving priorities

Knowledge, Skills and Abilities:

  • Eager for challenges that explore your full potential and want to develop market leading skills that will accelerate your career growth and progressions
  • Adept at MS Excel, financial modeling, forecasting and manipulating data to drive business outcomes and insights
  • Passionate about continuously learning new technologies and skills
  • Highly organized and have ability to balance multiple competing priorities
  • Proven ability communicating with peers to ensure progress is being made and concerns are managed promptly
  • Proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely
  • Thrive in a challenging environment
  • Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
  • Ability to effectively prioritize workload and tasks to meet deadlines
  • Outstanding time management skills
  • Ability to be creative and innovative
  • Flexible, easily adaptable to change


  • 2+ years of experience in working with data/financial reports or possessing an advanced degree
  • Adept with project management software. Technical understanding of how process flows relate to the system
  • Skilled at creating reports, dashboards and analyzing data
  • An innate drive to solve complex problems, collaborate with others and mentor team members
  • Must be highly detail oriented and accurate, extremely organized and able to multi-task effectively
  • Must be able to work in a fast-paced environment
  • Strong interpersonal skills, able to tactfully respond to scheduling requests and provide alternative suggestions to satisfy all parties
  • Ability to build and maintain professional partnerships with all teams including a level of comfort with approaching management and department leadership

Additional Requirements and Details: 

  • 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.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

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Technology we use

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


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

What are Vertafore Perks + Benefits

Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Highly diverse management team
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 Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
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
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental Health Benefits
Retirement & Stock Options Benefits
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
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
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
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.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
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

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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