Senior Finance Business Partner
Full-time
Vertex Inc.
Partners closely with business strategy and line-of-business leaders to develop, implement, and manage financial and operational plans aligned to strategic goals; serves as a primary financial advisor supporting business decision-making and performance optimization.
- Analyzes and evaluates business area operating results, financial position, and variances to plan; collaborates with business leaders to identify underlying drivers and recommend adjustments to business activities.
- Develops and delivers financial models, multi-year pro forma business plans, cash flow forecasts, and performance dashboards that translate business strategy into clear, measurable financial outcomes.
- Provides subject matter expertise on business modeling in support of mergers and acquisitions, partnerships, and other strategic business initiatives; leads and participates in special projects as assigned by the VP of Global Accounting and Finance or CFO.
- Identifies revenue improvement opportunities and cost-reduction strategies by providing business leaders with visibility into profitability drivers, operating performance, and achievement against performance targets.
- Leads process identification and improvement initiatives across the Finance organization; delivers financial insights in innovative formats to enable more effective and timely decision-making.
- Participates in cross-functional line-of-business teams; builds and maintains effective networks with key decision-makers and stakeholders to support financial planning and business performance.
- Demonstrated experience developing and managing complex financial models, multi-year pro forma business plans, and cash flow forecasts in support of strategic decision-making.
- Proven track record as a Finance Business Partner or in an equivalent senior finance role, with demonstrated ability to translate financial data into actionable insights and recommendations for business leaders.
- proven capability to manage multiple high-visibility or high-impact projects simultaneously with minimal direct supervision.
- demonstrated ability to build consensus, influence outcomes across direct and indirect stakeholders, and communicate financial information clearly to varied audiences including senior leadership.
- Proficiency with Microsoft Office applications and financial planning, forecasting, data analytics, and dashboard tools.
- Experience in the software subscription industry, including familiarity with SaaS business models, recurring revenue metrics, and subscription-based financial planning.
- Experience supporting or evaluating mergers and acquisitions, partnerships, or other strategic transactions, including business model assessment and financial due diligence.
- Experience with advanced data analytics and business intelligence platforms such as Power BI, Tableau, Anaplan, or comparable tools.
- Demonstrated experience leading process improvement initiatives within a Finance or Accounting organization, with the ability to influence peers and cross-functional partners.
- Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.
Vacancy posted 2 days ago
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