FP&A Manager

Job Description

Job Description

$115,000 - $140,000 + VIP Bonus

$115,000 - $140,000 / year

Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions for 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 Finance Business Partner to join our FP&A team. This individual contributor role will serve as a financial advisor to key business units, leveraging financial insights to drive strategic initiatives and operational efficiencies. The ideal candidate brings a background in FP&A, a strong analytical mindset, and the ability to partner effectively across departments. You’re seen as a go-to business partner who adds insight, not just numbers, your process improvements have helped unlock speed and accuracy for Finance.

Key Responsibilities:

• Serve as the primary FP&A partner for assigned business units, offering financial support on forecasting, budgeting, and operational decision-making.
• Build and maintain detailed models for forecasting income statement, balance sheet, and cash flow items.
• Prepare and present monthly performance reviews, providing analysis on trends, risks, and opportunities to C level executives including CFO
• Support development of annual budgets and long-range strategic plans.
• Deliver clear and actionable financial recommendations that influence functional leaders and improve outcomes.
• Assist in developing business cases for investments, headcount plans, and process changes.
• Lead and contribute to process improvements that enhance forecasting accuracy and efficiency.
• Use NetSuite and Adaptive Planning (preferred) to manage data and produce insights
• This is an individual contributor role

Knowledge, Skills and Abilities:

• Strong business partnering skills with the ability to influence and advise without direct authority.
• Technical expertise in financial modeling, scenario planning, and variance analysis.
• Thorough understanding of P&L, balance sheet, and key financial metrics.
• Confident communicator who can translate complex data into insights for non-finance audiences, and collaboration skills across functions.
• Advanced financial modeling and Excel skills; strong proficiency in MS Office Suite.
• NetSuite or Adaptive Planning experience preferred.
• Strong analytical, problem-solving, and critical thinking skills.
• Organized and detail-oriented with strong time management capabilities.
• Able to work independently in a fast-paced, agile environment and manage multiple priorities.
• Eager to learn and contribute to a collaborative finance team.

Requirements:

• Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience.
• CPA or MBA preferred.
• Minimum 6+ years of experience in FP&A or financial roles
• 2+ years SaaS or software business experience
• Track record of delivering insights that drive operational improvements and strategic outcomes.

#LI-Hybrid

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.