Vertafore, Inc.

FP&A Manager

Vertafore, Inc. • $115K — $140K *
Denver, CO 80219In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field
  • CPA or MBA preferred
  • 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.

Responsibilities

  • Serve as the primary FP&A partner for assigned business units
  • Build and maintain detailed financial models
  • Prepare and present monthly performance reviews to C level executives
  • Support development of annual budgets and strategic plans
  • Deliver actionable financial recommendations to influence leaders
  • Assist in developing business cases for investments and process changes
  • Lead process improvements for forecasting accuracy and efficiency

Benefits

  • Flexible First work environment
  • Medical, vision & dental plans
  • Life, AD&D, and Short/Long Term Disability coverage
  • Pension Plan & Employer Match
  • Parental Leave & Education Assistance
  • Commuter Benefits (Denver)
Full Job Description
$115,000 - $140,000 / year

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.
Skills & Requirements
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.

Why Vertafore is the place for you: *Canada Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition


Why Vertafore is the place for you: *US Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)

About Vertafore, Inc.

Vertafore, Inc. is a software company that provides insurance technology solutions. The company was founded in 1969 and is headquartered in Bothell, Washington. Vertafore operates in the technology sector and has a workforce of over 1700 employees. The company's products and services are designed to help insurance agencies and carriers manage their operations more efficiently. Vertafore's solutions include agency management, rating and connectivity, content management, and compliance and licensing. The company has a strong presence in the United States and serves over 20,000 customers.
Learn more about Vertafore, Inc.
Size
1,700 employees
Industry
Enterprise Technology
Founded
1969
* Ladders Estimates

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