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. You will serve as a primary financial advisor supporting business decision-making and performance optimization.

Responsibilities

• Partner with business leaders to develop 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 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 by the VP of Global Accounting and Finance or the CFO.
• 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 and maintain networks with key decision-makers and stakeholders to support financial planning and business performance.

Requirements

• 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 in support of strategic decision-making.
• Proven track record as a Finance Business Partner or in an equivalent senior finance role, translating financial data into actionable insights and recommendations for business leaders.
• 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; 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.
• Excellent analytical, abstract reasoning, and organizational skills, with superior written and verbal communication skills tailored to the appropriate audience level.

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.
• This role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants as part of the total compensation package.
• In no case will pay fall below applicable local minimum wage requirements.

Additional Information

The statements above describe the general nature and level of work being performed. Other functions may be assigned, and management retains the right to add or change duties at any time.