What are the responsibilities and job description for the Financial Analyst position at Vertafore Career Center?
$60,000 - $80,000 / year
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.
We are looking for a Financial Analyst to join our FP&A team. This role will be a key partner for internal clients and is responsible for providing financial partnership to various internal departments.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
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Support budgeting, forecasting, and financial reporting for supported groups.
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Transform financial data into concise and accurate financial information.
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Prepares, monitors, and manages annual budgets, monthly forecasts of revenue and expenses, and capital.
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Prepare monthly variance analysis, churn detail, bookings files, operating statistics, and presentation material.
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Work with department managers to develop various monthly and annual budget presentations.
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Perform trend analysis with respect to key metrics.
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Work with and support operational managers as part of annual budget, monthly forecasting, and month-end closing analysis.
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Ensure that the decision-making processes have the relevant and sound financial information.
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Identify risk areas and bring to the table opportunities to resolve them.
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Generate monthly commission payments for our sales team, and review with Chief Revenue Office and VP Revenue Operations for accuracy.
Knowledge, Skills and Abilities:
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Strong analytical skills. Comfortable working in a growing and changing organization.
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Understanding of Quote to Cash Operations and of financial statements.
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Exceptional interpersonal, verbal and written communication skills.
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Able to build productive working relationships internally and externally and work as a team.
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Excels in fast-paced, agile team environment.
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Aptitude for learning.
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Strong problem solving, analytical, and critical thinking skills.
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Able to maintain a high level of accuracy and consistency.
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Technically proficient – advanced knowledge of MS Office, including Excel, Access, and PowerPoint. Experience with Netsuite preferred.
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Able to accomplish individual and team goals through personal organization and time management.
Salary : $60,000 - $80,000
