Summary

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

• Analyzes and evaluates business area operating results, financial position, and variances to plan; collaborates with business leaders to identify underlying drivers and recommend adjustments to business activities.

• Develops and delivers financial models, multi-year pro forma business plans, cash flow forecasts, and performance dashboards that translate business strategy into clear, measurable financial outcomes.

• Provides subject matter expertise on business modeling in support of mergers and acquisitions, partnerships, and other strategic business initiatives; leads and participates in special projects as assigned by the VP of Global Accounting and Finance or CFO.

• Identifies revenue improvement opportunities and cost-reduction strategies by providing business leaders with visibility into profitability drivers, operating performance, and achievement against performance targets.

• Leads process identification and improvement initiatives across the Finance organization; delivers financial insights in innovative formats to enable more effective and timely decision-making.

• Participates in cross-functional line-of-business teams; builds and maintains effective 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 in support of 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 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; 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.

COMMENTS:

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

Vertex Values: Together We Win

We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.

Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.

Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.

Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.

Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.

Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

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, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.