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

Key Responsibilities

• Cook up 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.
• 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.
• 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.
• 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

• 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).
• MBA, CPA, or CFA preferred.
• 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.