Financial Planning & Analysis Senior Manager

Role Summary

Financial Planning & Analysis Senior Manager role within Vertex’s Corporate Finance, focusing on annual budgeting and monthly forecasting, headcount and compensation & benefits analyses, and reporting to Finance Leadership. Collaborates across Finance, HRBPs, and Total Rewards to deliver insights, maintain fit-for-purpose reporting, and scale corporate planning processes. Strong communicator with attention to detail and the ability to influence decisions in a matrixed organization.

Responsibilities

• Support consolidated quarterly Headcount and Workforce Planning reporting (actuals vs. budget) and forecasting by partnering with HR, Sourcing, and Finance; synthesize actionable insights and tell the performance story
• Lead annual Headcount and Workforce Planning budgeting, managing enterprise timelines, facilitating internal reviews, and communicating key themes to enable execution of corporate goals
• Lead Compensation and Benefits planning for annual budget and quarterly forecast with Total Rewards; ensure transparency of impacts and planning assumptions; deliver clear financial reporting on compensation & benefits to leadership during Monthly Operating Review and Budget Target Setting, identifying risks and opportunities
• Identify and drive process improvements to enhance decision-making, including efficiency of short-term forecasting and other planning initiatives
• Maintain fit-for-purpose reporting across the finance team and enable processes with efficient tools
• Record Corporate Bonus accruals (actuals) monthly and validate completeness and accuracy of quarterly roster uploads
• Partner with Financial Systems to optimize Hyperion/BI usage, including requirements for HCPLAN planning cube
• Collaborate with Finance and HR to connect dots across teams and anticipate needs for decision support and ad hoc reporting
• Prepare content for periodic updates to the Board of Directors as part of the Corporate Finance workstreams

Qualifications

• Bachelor's Degree in Finance or Accounting
• Minimum of 8 years of experience in a finance managerial role with strong technical and analytical skills

Skills

• Strong analytical skills; ability to work with large data sets and create ad hoc reports
• Excel expertise and strong PowerPoint skills; experience with Hyperion or multidimensional databases; BI/visualization tools a plus
• Detail-oriented with ability to synthesize big picture narratives
• Excellent written and verbal communication; influencing and interpersonal skills for interaction with senior management and Finance partners
• Ability to lead and drive change in a developing business environment, coordinating large teams, complex systems, and tight deadlines
• Internal consultant mindset; pragmatic, creative problem-solving and ability to implement ideas through to completion
• Ability to operate in a cross-cultural matrix organization and develop high-performing business partners
• Flexible and willing to take on new responsibilities and ad hoc projects

Education

• Bachelors Degree in Finance or Accounting