Director of Corporate Financial Planning & Analysis (FP&A)

Director Of Corporate FP&A

Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a differencewith us.

The Director of Corporate FP&A is a senior finance leader responsible for driving enterprise-wide financial planning, forecasting, and performance management. This role serves as a strategic partner to executive leadership, delivering forward-looking insights that enable data-driven decision-making, support scalable growth, and enhance shareholder value.

The Director will lead the company's core planning processes, oversee management reporting and analytics, and continuously evolve FP&A capabilities, systems, and talent to meet the needs of a dynamic, growing organization.

Key Responsibilities:

• Coordinate and execute the annual operating plan, rolling forecasts, long-range financial plans, and enterprise cash flow for Vertex.
• Lead financial modeling and scenario analysis to support strategic initiatives, growth investments, capital allocation, and M&A activity.
• Provide strategic insights on revenue trends, margin performance, operating leverage, and cash flow.
• Support corporate strategy development through rigorous financial analysis and business case evaluation.
• Translate complex financial outcomes into clear, concise narratives and recommendations for executive and Board-level audiences.

Performance Management & Reporting:

• Lead consolidated management reporting, including KPIs, dashboards, and variance analysis.
• Drive accountability by monitoring performance against plan and identifying risks and opportunities.
• Ensure timely, accurate, and insightful monthly and quarterly financial deliverables.

Leadership & Team Development:

• Build, lead, and develop a high-performing FP&A organization.
• Establish best-in-class FP&A processes, analytical standards, and governance.
• Foster a culture of collaboration, continuous improvement, and operational excellence.

Systems, Process & Scale Enablement:

• Drive optimization and scalability of FP&A tools, systems, and data infrastructure.
• Enhance forecasting accuracy, reporting efficiency, and analytical depth through automation and standardization.
• Partner closely with Accounting to ensure alignment across actuals, forecasts, and plans.

Qualifications:

Required:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive experience in FP&A, corporate finance, or strategic finance.
• Demonstrated success leading enterprise planning and forecasting in a complex organization.
• Strong financial modeling, analytical, and strategic problem-solving capabilities.
• Proven ability to influence senior stakeholders and communicate with executive leadership.
• Advanced proficiency in Excel and experience with enterprise planning systems (e.g., Anaplan, Adaptive, Hyperion, Workday, NetSuite).

Preferred:

• MBA, CPA, or CFA.
• Experience in a high-growth or public company.
• People leadership experience managing and scaling teams.
• Exposure to M&A, corporate development, and or capital markets.
• Experience leveraging AI-enabled tools to support financial analytics, reporting, or forecasting.

Core Competencies:

• Strategic mindset with strong business and operational acumen.
• Executive presence and ability to influence at the highest levels.
• Exceptional communication and financial storytelling skills.
• Results-oriented with a continuous improvement mindset.
• Ability to balance precision with speed in a fast-paced environment.

Reporting Structure:

• Reports to: Chief Financial Officer

Be excited to be a part of our team and grow your career with us!

Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, a smart risk taker, an innovator, and a difference maker by encouraging others to climb higher and reach farther to further education.

• Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up.
• Be supported in your work by caring leaders and team members who want you to succeed.
• Be empowered to make a difference and climb higher and reach farther to change lives through education.
• Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances.
• Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
• Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.
• Enhance your growth and development with mentoring and money to take training classes.
• Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer.

Be the one who makes a difference!

With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let's make a difference together. Apply Today!