Vertex Group empowers businesses, employees and partners through strategic guidance and support with a focus on building the premier engineered sales organization for industrial solutions.

— About Vertex Group —

Vertex Group (formerly Jasper HoldCo) was founded upon the recapitalization of Jasper Engineering in July of 2021 by Pathfinder Companies. Vertex Group strives to create growth opportunities for our businesses, management teams and employees by providing strategic guidance, capital support and execution tools. Our goal is to build the country’s premier network of distribution/rep firms providing instrumentation, process equipment and diversified automation solutions to the industry.  We strive to be the preferred partner to our customers and vendors, and employer of choice to our team and the best candidates in our industry.

— Our Companies —

+ FLW Southeast (https://www.flwse.com/)
+ Gilson Engineering (https://www.gilsoneng.com/)
+ Jasper Engineering (https://www.jaspereng.com/)
+ RITEC Enterprises (https://ritec.com/)

Industry: Industrial Machinery Manufacturing
Company Size: 2-10 employees

Vertex Group

Savvy Admin PROD

**Description**

Key Responsibilities

Financial Planning & Forecasting

- Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans

- Partner with department leaders to gather inputs and align financial goals

- Monitor performance against budget and identify risks and opportunities

Reporting & Analysis

- Prepare monthly financial reports, dashboards, and variance analyses

- Analyze financial results and key performance indicators (KPIs)

- Provide actionable insights and recommendations to leadership

Business Partnering

- Collaborate cross-functionally to support strategic initiatives and business decisions

- Translate financial data into clear, meaningful insights for non-financial stakeholders

- Support cost optimization and revenue growth initiatives

Process Improvement & Systems

- Enhance financial models, tools, and reporting processes for efficiency and accuracy

- Support implementation and optimization of financial systems (e.g., ERP, planning tools)

- Ensure data integrity and consistency across reporting platforms

**Requirements**

Qualifications

- Bachelor’s degree in Finance, Accounting, or related field

- 5+ years of experience in FP&A, finance, or related role

- Strong analytical, modeling, and problem-solving skills

- Advanced Excel skills; experience with financial systems preferred

- Excellent communication and stakeholder management skills

**Preferred Qualifications**

- Experience with budgeting/forecasting tools (e.g., Adaptive, Anaplan)

- Knowledge of ERP systems (e.g., NetSuite, SAP)

- CPA, CFA, or MBA (a plus)

Financial Planning & Analysis (FP&A) Analyst

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