FP&A Manager

2 months ago


Charlotte, United States Vertex Service Partners Full time

Vertex Service Partners (an Alpine Investors company)

FP&A Manager

Charlotte, North Carolina – hybrid office, 3+ days per week in person

Vertex Service Partners is a company focused on investing in and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex is an investment out of Alpine’s 9th fund, which has $4.5+ billion of committed capital. This is an opportunity to be on the ground floor of building out a FP&A function of a company with the explicit mandate to grow to be a multi-billion dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.

Where you’ll make an impact:

  • Collaborating with segment-level business leaders in analyzing the performance of their businesses, identifying and understanding trends, and assisting with monthly and quarterly MD&A
  • Help with creating and running an effective annual budgeting process
  • Monthly budgeting and cash flow forecasting across operating companies
  • Credit reporting
  • Developing ad hoc analyses for management team + Board of Directors
  • Constant improvement of financial systems and processes

What you bring:

  • 4+ years of experience of finance + accounting experience
  • Experience with financial due diligence a plus
  • Data-driven decision-maker with high degree of competence in analyzing data
  • Analytical mindset, strong communication skills, attention to detail, and ability to meet deadlines in a fast-paced environment
  • Strong understanding of generally accepted accounting principles
  • Entrepreneurial spirit, growth mindset, and a desire to build the best company in the industry

What You’ll Get:

  • Competitive salary & benefits
  • 401k matching program
  • Realistic, clearly communicated expectations
  • Investment into your professional development through clear feedback
  • Opportunities for professional growth as part of quickly growing organization
  • Team-wide aligned values and goals

This job description is intended to provide a general overview and expectations for this job opportunity. It is not a complete statement of duties, responsibilities, requirements or benefits.


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