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Operations Excellence Data Analyst

Vertex Service Partners

Vertex Service Partners

IT, Operations, Data Science
Charlotte, NC, USA
Posted on Tuesday, July 9, 2024

Vertex Service Partners (an Alpine Investors company)

Operations Excellence Data Analyst

Charlotte, NC

Travel: up to 20%

Vertex Service Partners is a company focused on acquiring and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex will be an investment out of Alpine’s 9th fund, which will have ~$4.5 billion of committed capital. This is an opportunity to be on the ground floor of a company with the explicit mandate to grow to be a multi-billion-dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.

Mission of the role:

Develop and maintain PriceBooks (the topline and gross margin engine of our companies) that drive accurate COGS, pricing and a best-in-class sales process, to maximize value capture for fast-growing roofing brands within Vertex, contributing to our mission to build best-in-class home improvement brands.

Where you’ll make an impact:

  • Support the Operations Excellence, Technology, & Finance teams to implement pricing strategies and optimize profitability while maintaining competitive positioning and polished sales tools.
  • Develop and maintain estimation tools to calculate material costs and labor expenses for roofing and other home services packages.
  • Maintain accurate records of pricing adjustments, discounts, and promotions within PriceBooks. Further, implement processes for regular price audits and updates utilizing national supplier and distributor data.
  • Apply your analytical skills to manage pristine, proprietary data sources and strengthen Vertex’s ability to make data driven decisions.

Key Outcomes:

  • Directly maximize gross margin by supporting the strategy for $100M+ (and growing) of roofing materials spend and by becoming an expert in building and maintaining partner pricing via ownership of the “PriceBook”:
  • Develop and maintain comprehensive PriceBooks for partner companies that produces accurate gross margin, accounting & robust, insightful P&L and trend data.
  • Develop a templatized process that enables production and maintenance of 15-20 PriceBooks / year.
  • Define & document PriceBook standards and best practices; conduct analysis to identify the “best-in-class” PriceBooks and redesign suboptimal PriceBooks to new standards.
  • Support Ops Excellence leadership on procurement analysis and identify high ROI opportunities for Vertex.
  • Implement best practices for CRM management, including data hygiene, customization, and integration with other business systems to ensure business KPIs are reportable; perform data quality assessments and audits and present gap analyses.
  • Develop dynamic estimate templates to streamline sales processes and empower roofing start-ups to effectively showcase product offerings and rapidly grow its salesforce while maintaining consistent pricing and gross margin:
  • Act as a thought partner, thoughtfully combining Vertex models with expertise from partner companies to develop estimation tools for sales and production teams across the country.
  • Build polished, engaging, consumer-facing sales tools.
  • In some cases, serve as an onsite Vertex representative as partner companies go-live on Vertex’s standardized CRM.
  • Collaborate with cross-functional teams to streamline operations and drive growth:
  • Analyze complex data sets from key industry stakeholders to build out Vertex’s data repository.
  • Take on new challenges as they arise, demonstrating critical thinking and growth mindset in a dynamic startup environment.
  • Manage project plans in; keep the team apprised of efforts across partners and ensure deadlines are met.
  • Contribute to team culture and effort by supporting other key initiatives as needed.

This role allows one to:

  • Flex advanced data and analytical skills to develop and build out company-wide operations excellence and directly drive topline and margin expansion.
  • Own major aspects of Vertex’s sales, procurement and pricing strategies.
  • Take on a strategic role in a rapidly growing Company
  • Work with a collaborative, entrepreneurial, and results oriented senior leadership team.
  • Build a relationship with a dynamic and engaged private equity firm.

Who you are:

  • You have worked as a data analyst or in consulting, private equity or investment banking analyst for 2+ years
  • You could be described as an “Excel super-user” with advanced modelling capabilities and the critical thinking skills to match
  • You are proficient in SQL and confident in your querying and database management ability
  • You are familiar with basic accounting concepts such as “GL codes” and proficient in a P&L structure
  • You are adept at combining data analysis ability with basic accounting acumen to thoughtfully analyze pricing strategies
  • You have an aesthetic eye towards building consumer-facing, professional work product
  • You are comfortable with project-based work and have exceptional time management, organization, and prioritization skills
  • You have an entrepreneurial spirit and desire to build a function from the ground up
  • You are capable of and eager to drive accountability without direct authority
  • You are excited by having a direct impact on top-line and bottom-line growth

Personal Characteristics:

  • Data-driven decision-maker – Skilled at working with data and finding meaning and action in numbers.
  • Flexible & Adaptable – Willing to take on new projects and challenges to support the evolving needs of a high growth company.
  • Get it done attitude – Willing to problem-solve on the fly and complete time sensitive work done to drive the business forward
  • Service-Oriented - Builds strong relationships with peers across the corporate executive team and in our operating companies.
  • Culture-carrier, prioritizing the success of the company and a deep will to win. You are a humble servant leader who treats every stakeholder with honesty and respect. You approach situations with a positive mindset and seek to create a fun, collaborative, and high-performance culture where you support your teammates
  • Resourceful – Figures out how to drive action and achieve results creatively with finite resources
  • Critical thinker and learner – Picks things up quickly, and asks “why” as opposed to taking “yes” for an answer
  • Unyielding integrity and ethical standards
  • Self-aware, accepting of feedback, open, team player and respectful of others