Senior Finance Business Partner

Vertex Inc.•Remote - PA, PA

About The Position

The Senior Finance Business Partner works closely with business strategy and line-of-business leaders to develop, implement, and manage financial and operational plans aligned with strategic goals. The role serves as a primary financial advisor for business decision-making and performance optimization. The position evaluates operating results, financial position, and variances to plan; develops financial models, multi-year pro forma business plans, cash flow forecasts, and performance dashboards; and identifies revenue improvement opportunities and cost-reduction strategies. It provides business-modeling expertise for mergers and acquisitions, partnerships, and other strategic initiatives, and leads or participates in special projects assigned by the VP of Global Accounting and Finance or CFO. The role also leads Finance process-improvement initiatives, delivers financial insights to support timely decisions, and participates in cross-functional teams while building effective relationships with decision-makers and stakeholders.

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 for 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 work as both a tactical and strategic thinker and manage multiple high-visibility or high-impact projects simultaneously with minimal direct supervision.
Strong interpersonal, presentation, and facilitation skills, including the ability to build consensus, influence outcomes across direct and indirect stakeholders, and clearly communicate financial information 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 level.

Nice To Haves

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 and influencing peers and cross-functional partners.
Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

Responsibilities

Partner with business strategy and line-of-business leaders to develop, implement, and manage financial and operational plans aligned with strategic goals.
Serve as a primary financial advisor supporting business decision-making and performance optimization.
Analyze 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.
Provide business-modeling expertise for mergers and acquisitions, partnerships, and other strategic business initiatives.
Lead and participate in special projects assigned by the VP of Global Accounting and Finance or CFO.
Identify revenue-improvement opportunities and cost-reduction strategies by providing visibility into profitability drivers, operating performance, and progress against targets.
Lead process-identification and improvement initiatives across the Finance organization.
Deliver financial insights in innovative formats to enable effective and timely decision-making.
Participate in cross-functional line-of-business teams and maintain effective networks with decision-makers and stakeholders.