Senior Finance Business Partner

Overview

This role partners closely with business strategy and line-of-business leaders to develop, implement, and manage financial and operational plans aligned to strategic goals. It serves as a primary financial advisor supporting business decision-making and performance optimization.

Responsibilities

• Partner with business leaders to develop, implement, and manage financial and operational plans aligned to strategic goals.
• Analyze and evaluate business area operating results, financial position, and variances to plan; identify underlying drivers and recommend adjustments to business activities.
• Develop and deliver financial models, multi-year pro forma business plans, cash flow forecasts, and performance dashboards that translate business strategy into clear, measurable financial outcomes.
• Provide subject matter expertise on business modeling in support of mergers and acquisitions, partnerships, and other strategic initiatives; lead and participate in special projects as assigned.
• Identify revenue improvement opportunities and cost-reduction strategies by providing visibility into profitability drivers, operating performance, and achievement against performance targets.
• Lead process identification and improvement initiatives across the Finance organization; deliver financial insights in innovative formats to enable more effective and timely decision-making.
• Participate in cross-functional line-of-business teams; build and maintain networks with key decision-makers and stakeholders to support financial planning and business performance.

Required Qualifications

• Deep knowledge of finance, accounting, budgeting, and cost control principles, including Generally Accepted Accounting Principles (GAAP).
• Demonstrated experience developing and managing complex financial models, multi-year pro forma business plans, and cash flow forecasts to support 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.
• Ability to operate effectively as both a tactical and strategic thinker; proven capability to manage multiple high-visibility or high-impact projects simultaneously with minimal direct supervision.
• Strong interpersonal, presentation, and facilitation skills; proven 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.
• Excellent analytical, abstract reasoning, and organizational skills; superior written and verbal communication skills tailored to the appropriate audience.

Preferred Qualifications

• 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.

Compensation & Benefits

• Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs. The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
• In addition to base pay, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
• In no case will pay fall below applicable local minimum wage requirements.

Location

Geographic location is a factor in base pay determination. No additional location details were provided in the original posting.