Mar 2025 – Present
Senior Manager, Financial Planning & Analysis
Vertex Service Partners · Backed by Alpine Investors
- Promoted to Senior Manager for high performance; lead financial planning and analysis for a multi-brand, acquisitive home services platform and drive the adoption of technology and automation across the finance organization.
- Stood up the company’s business intelligence platform (Sigma) from the ground up, delivering real-time, self-service analytics that give the business immediate visibility into performance across every partner company.
- Built an automated financial reporting package that replaced a slow, manual analysis process with instant, AI-generated commentary, giving branch managers and regional leaders an immediate read on their business rather than waiting on FP&A.
- Designed and launched a custom web application platform from scratch using AI: tools built around Vertex’s own workflows to help the business run more efficiently, now used daily by the sales, operations, marketing, acquisitions, HR and executive teams.
- Named company MVP alongside our data engineer for the value these tools delivered, and helped lead FP&A to be ranked the number one finance team across Alpine Investors’ portfolio companies.
- Drove FP&A to the highest internal satisfaction (NPS) score of any department in the organization, powered by the AI-enabled tools and applications the team built and deployed to employees company-wide.
Charlotte, NC
