Manisha Patel

About Manisha Patel

As Chief Financial Officer at Vertafore, I lead the Accounting, Finance, Enterprise Business Applications, Procurement, and Business Operations teams to support the company\'s mission of delivering enterprise software and SaaS solutions to the insurance industry. My CPA credential and background in internal controls, Sarbanes-Oxley Act, and auditing ensure a strong foundation for financial governance and strategic decision-making. With over two decades of experience in finance and accounting across the energy, insurance tech, SaaS, and home services sectors, I bring a strategic approach to financial strategy and ability to build platforms for growth. I have supported two companies in a high growth stage from ($70M in revenue to $450M and shifting from EBITDA negative to positive in a five year period). Additionally was a key Finance member in leading these two companies to public listing via a SPAC process. My leadership is driven by a commitment to fostering operational excellence and supporting growth through innovative solutions that empower our teams and stakeholders.

Experience

1. Chief Financial Officer

   Vertafore

   Jun 2025 — Present · US

   Chief Financial Officer for a leading Insurtech company that provides enterprise software and SaaS products to carriers, agencies, and MGAs; connecting every point of the insurance distribution channel. Lead Accounting, Finance, Enterprise Business Applications, Procurement and Business Operations teams.

Education

• University of California, Berkeley

  BS, Business Adminstration/Finance

  2000 — 2004

Skills

• Internal Audit
• Financial Modeling
• Corporate Finance
• Big 4
• Sec Filings
• Cash Flow
• Financial Statements
• Strategic Financial Planning
• Ifrs
• Financial Planning
• Accounting
• Financial Reporting
• Sarbanes-Oxley Act
• Gaap
• Forecasting
• Budgets
• Finance
• Internal Controls
• Financial Analysis
• Analysis
• Auditing
• Variance Analysis
• Revenue Recognition
• Valuation
• Cpa
• Strategy
• Sox 404