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

Responsibilities

• Enterprise Planning & Strategic Finance:
• Coordinate and execute the annual operating plan, rolling forecasts, long-range financial plans , and enterp rise 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.

Requirements

• 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 pub lic c o mpan y.
• 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 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, rewar

Additional Information

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 difference-with 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at vertexeducation? Share your experience