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Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands.
Position Overview
We are seeking a highly analytical and entrepreneurial Senior Associate to join our growing Finance team. This role will play a critical part in financial planning, forecasting, business analytics, and strategic initiatives across the organization.
This position is ideal for a high-performing finance professional with strong financial modeling capabilities who is looking to gain exposure to executive leadership, operational performance, and strategic decision-making within a rapidly growing, private equity-backed business.
Key Responsibilities
Financial Planning & Analysis
- Support the annual budgeting process, monthly forecasting cycles, and long-range planning initiatives.
- Build and maintain sophisticated financial models to evaluate business performance, growth opportunities, and strategic initiatives.
- Analyze monthly operating results, identify key performance drivers, and provide actionable recommendations to leadership.
- Prepare executive-level reporting packages and business reviews for senior management, lenders, and board stakeholders.
- Partner with operational leaders to evaluate performance across business units and identify opportunities to improve profitability and operational efficiency.
- Develop ad hoc analyses and decision-support tools to help leadership make data-driven business decisions.
- Utilize business intelligence platforms, including Sigma, to create reporting and dashboards that enhance visibility into business performance.
- Support the continued implementation of AI-enabled reporting and analytical capabilities.
- Assist with financial analysis and diligence efforts related to acquisitions and new site expansion opportunities.
- Support Quality of Earnings (QoE) reviews and other transaction-related workstreams.
- Identify opportunities to improve financial reporting, forecasting accuracy, and operational processes.
- Support the development of scalable systems, controls, and reporting capabilities as the organization continues its rapid growth trajectory.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 2-5 years of experience in FP&A, corporate finance, investment banking, private equity, consulting, or a similarly rigorous analytical environment.
- Advanced Excel and financial modeling skills required.
- Experience building operating models, forecasting tools, and business performance analyses.
- Experience with reporting tools; Sigma experience is a preferred
- Strong understanding of financial statements and key business performance metrics.
- Base Salary: Approximately $115,000 - $125,000 based on experience + performance-based bonus
- Hybrid Schedule: In-office Monday, Tuesday, and Thursday
- Location: Charlotte, NC
Target Salary Compensation:: $115,000 USD - $125,000 USD
Benefits:
Full-time employees are eligible to participate in the following benefits:
- Health, Dental, and Vision Insurance
- 401(k) with company match
- Company sponsored Life and AD&D coverage
- Paid Time Off
- Opportunities for growth and on-the-job training
- Build Something Big – Shape processes for a rapidly growing organization.
- Growth-Oriented Culture – Work in a dynamic, people-first environment.
- Make an Impact Across Regions – Partner with business leaders to drive meaningful change.
Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy
