VP, Finance

$190,000 - $230,000 + VIP Bonus
Vertafore is a leading technology company whose innovative software solutions 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 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 systems. This position will manage a team and forge key relationships with all Finance and shared services personnel across Vertafore.
Core Requirements and Responsibilities:
Essential job functions included 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.

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.

Qualifications:

• Minimum of bachelor's degree in accounting, finance or business.

• MBA desired.

• 10-12 years' experience in the FP&A function with 4-5 years of 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.

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.

THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
The Vertafore Way
Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.• Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.• Win Together: We work together as one team, showing empathy and respect along the way.• Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.• Say It, Do It: We honor every one of our commitments because integrity is important to us.• Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.• We Love Insurance: We appreciate the impact insurance has on the world.
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.
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 teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

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.
The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.
We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected]
Just a note, this contact information is for accommodation requests only.