What are the responsibilities and job description for the Financial Analyst position at Vertafore?
$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:
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.
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.
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:
- Support budgeting, forecasting, and financial reporting for supported groups.
- Transform financial data into concise and accurate financial information.
- Prepares, monitors, and manages annual budgets, monthly forecasts of revenue and expenses, and capital.
- Prepare monthly variance analysis, churn detail, bookings files, 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.
- Generate monthly commission payments for our sales team, and review with Chief Revenue Office and VP Revenue Operations for accuracy.
- Strong analytical skills. Comfortable working in a growing and changing organization.
- Understanding of Quote to Cash Operations and of financial statements.
- Exceptional interpersonal, verbal and written communication skills.
- Able to build productive working relationships internally and externally and work as a team.
- Excels in fast-paced, agile team environment.
- Aptitude for learning.
- Strong problem solving, analytical, and critical thinking skills.
- Able to maintain a high level of accuracy and consistency.
- Technically proficient – advanced knowledge of MS Office, including Excel, Access, and PowerPoint. Experience with Netsuite preferred.
- Able to accomplish individual and team goals through personal organization and time management.
- Bachelor’s Degree in finance, accounting, or related field or equivalent experience is required.
- 1-2 years relevant experience, preferable experience including full P&L management and forecasting, SaaS industry, Software, Technology or other high growth, fast-paced organization.
- Travel is not expected in this role.
- 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.
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.
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.
Salary : $60,000 - $80,000
