Senior Analyst, Strategic Finance

Vertex Service Partners

$115K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 2-5 years of experience in FP&A, corporate finance, investment banking, private equity, or consulting.
  • Advanced Excel and financial modeling skills.
  • Experience in building operating models and forecasting tools.
  • Familiarity with reporting tools; Sigma experience preferred.
  • Strong understanding of financial statements and performance metrics.

Responsibilities

  • Support annual budgeting, monthly forecasting, and long-range planning.
  • Build and maintain financial models for evaluating performance and opportunities.
  • Analyze operating results to identify performance drivers and recommend actions.
  • Prepare executive reporting packages for senior management and stakeholders.
  • Partner with leaders to assess performance and enhance profitability.
  • Develop decision-support tools for data-driven leadership insights.
  • Utilize business intelligence platforms for reporting and dashboards.

Benefits

  • Health, Dental, and Vision Insurance
  • 401(k) with company match
  • Company sponsored Life and AD&D coverage
  • Paid Time Off
  • Opportunities for growth and on-the-job training
Full Job Description
Position Overview

We are seeking a highly analytical and entrepreneurial Senior Associate to join our growing Finance team. This role will play a critical part in financial planning, forecasting, business analytics, and strategic initiatives across the organization.

This position is ideal for a high-performing finance professional with strong financial modeling capabilities who is looking to gain exposure to executive leadership, operational performance, and strategic decision-making within a rapidly growing, private equity-backed business.

Key Responsibilities

Financial Planning & Analysis
  • Support the annual budgeting process, monthly forecasting cycles, and long-range planning initiatives.
  • Build and maintain sophisticated financial models to evaluate business performance, growth opportunities, and strategic initiatives.
  • Analyze monthly operating results, identify key performance drivers, and provide actionable recommendations to leadership.
  • Prepare executive-level reporting packages and business reviews for senior management, lenders, and board stakeholders.

Strategic Finance & Business Analytics
  • Partner with operational leaders to evaluate performance across business units and identify opportunities to improve profitability and operational efficiency.
  • Develop ad hoc analyses and decision-support tools to help leadership make data-driven business decisions.
  • Utilize business intelligence platforms, including Sigma, to create reporting and dashboards that enhance visibility into business performance.
  • Support the continued implementation of AI-enabled reporting and analytical capabilities.

M&A and Growth Initiatives
  • Assist with financial analysis and diligence efforts related to acquisitions and new site expansion opportunities.
  • Support Quality of Earnings (QoE) reviews and other transaction-related workstreams.

Process Improvement
  • Identify opportunities to improve financial reporting, forecasting accuracy, and operational processes.
  • Support the development of scalable systems, controls, and reporting capabilities as the organization continues its rapid growth trajectory.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • 2-5 years of experience in FP&A, corporate finance, investment banking, private equity, consulting, or a similarly rigorous analytical environment.
  • Advanced Excel and financial modeling skills required.
  • Experience building operating models, forecasting tools, and business performance analyses.
  • Experience with reporting tools; Sigma experience is a preferred
  • Strong understanding of financial statements and key business performance metrics.


Compensation & Work Environment
  • Base Salary: Approximately $115,000 - $125,000 based on experience + performance-based bonus
  • Hybrid Schedule: In-office Monday, Tuesday, and Thursday
  • Location: Charlotte, NC


Compensation & Benefits Disclosure

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Target Salary Compensation" listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.

Target Salary Compensation:

$115,000-$125,000 USD

Benefits:

Full-time employees are eligible to participate in the following benefits:
  • Health, Dental, and Vision Insurance
  • 401(k) with company match
  • Company sponsored Life and AD&D coverage
  • Paid Time Off
  • Opportunities for growth and on-the-job training

Why Join Us?
  • Build Something Big - Shape processes for a rapidly growing organization.
  • Growth-Oriented Culture - Work in a dynamic, people-first environment.
  • Make an Impact Across Regions - Partner with business leaders to drive meaningful change.

Apply Today!

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