--- title: 'Senior Analyst, Strategic Finance at Vertex Service Partners' canonical: 'https://feeny.ai/job/senior-analyst-strategic-finance-vertex-service-partners-charlotte-893bd8jbnhhx' type: 'job' last_seen: '2026-09-04' --- # Senior Analyst, Strategic Finance at Vertex Service Partners - **Company:** Vertex Service Partners - **Location:** Charlotte, NC - **Compensation:** $115k–$125k - **Posted:** 2026-08-03 - **Last confirmed live:** 2026-09-04 - **Apply:** https://job-boards.greenhouse.io/vertexservicepartners/jobs/4341934009 ## Job description ## 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 & Benefits Disclosure 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. Target Salary Compensation: $115,000—$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 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](https://vertexsvcpartners.sharepoint.com/:b:/s/GMOperatingManual/EV5C-kddyN5MtEHsSkhJe9wBwvHwAsFthK0V4tyca-gtXg?e=rygX1m) ## About Vertex Service Partners ## Company Overview - **One-liner**: A people-first platform that builds and supports a national network of premier exterior home service brands, with a primary focus on roofing and related services. - **Entity Type**: Private (backed by institutional investors, not publicly traded) - **Headquarters**: Charlotte, North Carolina, United States - **Founded**: Not publicly available - **Founders**: Not publicly available ## Core Business - **Primary industry/industries**: Home services (exterior), specifically roofing, siding, gutters, and related residential construction services. - **Target customers**: Homeowners in communities across the United States (B2C); also partners with founder-owned home service companies (B2B). - **Mission or purpose statement**: “To be the best steward of legacy and home for employees for any founders who desire to sell. We provide a seamless partnership experience, peace of mind, and a flexible array of go-forward options.” ## Products & Services - **Partnership / Acquisition Platform**: Vertex partners with established exterior home service companies, acquiring them while preserving local brand autonomy. Provides a centralized “Center of Excellence” with support in marketing, training, talent, finance, accounting, procurement, systems, and data. - **Vertex Sales Academy**: A structured training program for sales professionals to improve closing rates, customer experience, and pipeline management. - **Operational Leadership Placement**: Places leaders and operators into roles across partner brands, including General Managers, Sales Leaders, and Field Operations Managers. - **Corporate Support Services**: Finance & Strategy, People & Talent, Legal & Compliance, Technology & Data, Marketing & Communications, and Operations Excellence functions delivered from the corporate center. ## Market Standing - **Valuation/Market Cap**: Not disclosed (privately held) - **Key Metric**: Total funding rounds not publicly reported; annual revenue not disclosed (LinkedIn lists “Annual Revenue: USD 5” – likely incomplete or placeholder; do not rely on). - **Notable Investors/Partners**: Key private equity / growth investors are not named in available sources. Acquired Rogers Roofing, Inc. in August 2023. - **Growth Signals**: - Operations in 22 states across the U.S. (California, Florida, Illinois, Indiana, Maine, New York, North Carolina, Ohio, Oregon, South Carolina, Virginia, Washington, Wisconsin, Idaho, Michigan, Georgia, Tennessee, Massachusetts, Connecticut, Pennsylvania, New Jersey). - Average age of partner brands is 36 years, indicating strong local legacies. - Employee count: 92 as of last data, with +12.1% YoY growth (+14 employees). - LinkedIn followers: 12,553 (growing ~0.9% monthly, ~4.9% yearly). - Aspires to be in Top 50 metropolitan statistical areas (MSAs). ## Competitive Advantages - **People-First Platform**: Not a traditional holding company; invests in leadership, culture, and systems while preserving founder and operator autonomy. - **Center of Excellence**: Provides deep functional support (marketing, finance, talent, data) that individual small businesses cannot afford on their own. - **Proven Track Record with Legacy Brands**: Focus on acquiring 30+ year-old brands with strong community roots, then scaling them with best-in-class support. - **Values-Driven Culture**: Core values include Servant Leadership, Unwavering Character, Growth Mindset, Persistence, Empowerment, Pace, and Fun. - **Sales Enablement**: Unique Sales Academy for standardized training across the network. ## Strategic Focus - **Geographic Expansion**: Continue entering new U.S. markets (targeting Top 50 MSAs) by partnering with mission-driven exterior home service companies. - **Scaling Partner Brands**: Use the platform’s resources to accelerate growth, improve customer experience, and become the employer, partner, and contractor of choice in every market. - **Talent Development**: Build a best-in-class employee experience with clear career paths, both at the corporate center and within partner companies. - **Technology & Data**: Leverage data science and systems to improve decision-making for all partners. ## Why Work Here - **Culture**: Emphasizes a “people-first” ethos with a focus on servant leadership, empowerment, and having fun while winning. - **Growth Environment**: High-growth, rapidly scaling network with opportunities to work cross-functionally and take ownership. - **Impact**: National scope with local feel – support thriving community-rooted brands rather than a faceless corporate entity. - **Roles Available**: Corporate roles (Finance, People, Legal, Marketing, Tech) as well as leadership/field positions within partner brands (General Managers, Sales Leaders, Field Ops). - **Training & Development**: Access to Vertex Sales Academy and structured onboarding; clear career paths. - **Work Mode**: Not explicitly remote/hybrid; many corporate roles based in Charlotte, NC, with some field roles across partner locations. Job postings indicate offices in Charlotte, NC; Clackamas, OR; Mill Creek, WA; Plymouth, MI; Fife, WA; Bohemia, NY; Wernersville, PA. - **Notable Perks**: Not detailed, but company touts “unparalleled opportunities to grow personally, professionally, and financially.” ## Sources 1. [vertexservicepartners.com](https://vertexservicepartners.com/) 2. [vertexservicepartners.com/about](https://vertexservicepartners.com/about/) 3. [vertexservicepartners.com/careers](https://vertexservicepartners.com/careers/) 4. [job-boards.greenhouse.io/vertexservicepartners](https://job-boards.greenhouse.io/vertexservicepartners/jobs/4178537009) 5. [linkedin.com/company/vertexservicepartners](https://www.linkedin.com/company/vertexservicepartners) ## Other roles at Vertex Service Partners - [Talent Acquisition Specialist](https://feeny.ai/job/talent-acquisition-specialist-vertex-service-partners-tavares-bk9frm2hej1c) — Tavares, FL - [Talent Acquisition Specialist](https://feeny.ai/job/talent-acquisition-specialist-vertex-service-partners-mill-creek-n4dk9zw5rqt1) — Mill Creek, WA - [Production Admin](https://feeny.ai/job/production-admin-vertex-service-partners-mill-creek-sgnq79rvhgye) — Mill Creek, WA - [Florida Regional Director of Sales Enablement](https://feeny.ai/job/florida-regional-director-of-sales-enablement-vertex-service-partners-orlando-84fecfx1536j) — Orlando, FL - [Senior Analytics Engineer, Business Solutions](https://feeny.ai/job/senior-analytics-engineer-business-solutions-vertex-service-partners-charlotte-a7mvdv76n5xx) — Charlotte, NC - [Western Regional Sales Enablement Manager](https://feeny.ai/job/western-regional-sales-enablement-manager-vertex-service-partners-mill-creek-hyvvw2cjh8fq) — Mill Creek, WA - [Don't see a job posted? 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