About Us
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.
Strategic Finance & Business Analytics
- 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.
M&A and Growth Initiatives
- 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.
Process Improvement
- 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.
Qualifications
- 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.
Compensation & Work Environment
- Base Salary: Approximately $115,000 - $125,000 based on experience + performance-based bonus
- Hybrid Schedule: In-office Monday, Tuesday, and Thursday
- Location: Charlotte, NC
Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Target Salary Compensation” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.
Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.
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
Why Join Us?
- 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.
Apply Today!
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
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 2-5 years of experience in FP&A, corporate finance, investment banking, private equity, consulting, or similar analytical environment
- Advanced Excel skills
- Financial modeling experience (building operating models and forecasting tools)
- Experience with reporting tools and business intelligence platforms
- Sigma experience
- Strong understanding of financial statements and key business performance metrics
What We Do
Vertex Service Partners is building a community of like-minded companies and leaders that aspire to provide compelling career opportunities for employees and build enduring relationships of trust with homeowners by consistently delivering amazing customer experience. Vertex operates with four core tenants: (1) Contractor of Choice, (2) Employer of Choice, (3) Partner of Choice, and (4) Growth Mindset. Contractor of Choice: We seek to build a customer experience that is 50x better than the competition’s. We utilize technology, best practice sharing, and a customer-first mindset that permeates to our core throughout our organizations to consistently innovate and provide a world-class customer experience that delivers peace of mind to our customers. Employer of Choice: We believe that people are the core drivers of success in any company. Being the best place to work is the only way to win. Our brands aspire to be the destination of choice for estimators, tradespeople, and leaders; create cultures and brands that people are proud to work for; and offer best-in-class training and compelling career paths. Partner of Choice: We strive to make a partnership with Vertex the best decision an owner makes, for themselves and their team. Growth Mindset: We are Relentless in Our Pursuit of Perfection. We exist to serve and to help our Partners become stronger, better, true versions of themselves, allowing them to realize their full potential, be the best employer and service provider in their local community, and honor the legacy of those individuals who started the business. We provide a wide range of world-class resources through our Partner Services team to help businesses flourish for the long-term.
