What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Vertex Service Partners?
About the job
Vertex Service Partners (an Alpine Investors company)
Vertex Service Partners is a company focused on investing in and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex is an investment out of Alpine’s 9th fund, which has $4.5 billion of committed capital. This is an opportunity to be on the ground floor of building out a FP&A function of a company with the explicit mandate to grow to be a multi-billion dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.
Location: Charlotte, NC HQ (6525 Carnegie Blvd, Charlotte, NC 28211) - Hybrid (3 days in office)
Qualifications
- 4 years of finance accounting experience (prior consulting, investment banking, or FP&A experience a plus)
- Undergraduate degree in business, finance, or related field
- Advanced skill in Excel with deep knowledge and experience in financial modeling
- Experience with business intelligence reporting tools (PowerBI a plus)
Where you’ll make an impact:
- Collaborating with segment-level business leaders to analyze the performance of their businesses, identifying and understanding key trends, and assisting with monthly and quarterly reporting & analysis
- Driving organic growth with a relentless focus on setting ambitious targets, identifying how to get there, and executing on strategic initiatives
- Help with creating and maintaining monthly reporting packages, financial models, and forecasts
- Preparing monthly and quarterly reporting for capital partners (board and credit reporting)
- Developing ad-hoc analyses for management team to provide insight that allows business leaders to scale and make data-driven decisions
- Constant improvement of financial systems and processes
- Partnering with leaders to drive success at all levels of the organization
What you bring
- Deep intellectual curiosity; self-motivated and proactive in asking & answering strategic business questions
- Highly analytical mindset, strong organizational skills, and excellent attention to detail
- Collaborative and resourceful problem-solver with plus interpersonal skills; ability to effectively communicate complex, technical concepts for both technical and non-technical audiences
- Ability to operate in a fast-paced environment, manage priorities effectively, and meet deadlines
- Results-oriented and willingness to roll up the sleeves and get the job done
- Strong growth mindset and a desire to build the best company in the industry
Compensation: $130,000 - $150,000 bonus target depending on experience.
Salary : $130,000 - $150,000
