Director, Financial Planning and Analysis

Description

VitalSource, is hiring a Director of Financial Planning and Analysis to contribute to our Finance team located in Raleigh, North Carolina. This is a hybrid role with a combination of both in-office work and work from home days.

We're looking for a bold, analytical, and forward-thinking Director of Financial Planning and Analysis to help shape the future of our organization. In this high-impact role, you'll partner closely with the VP of FP&A to drive company-wide financial planning, forecasting, and reporting. You'll be in charge of optimizing financial models, streamlining reporting processes, and delivering strategic insights. A key voice in executive and Board-level discussions, your work will directly influence critical business decisions. You'll also lead and mentor a growing team, fostering a high-performance culture and elevating the standard of financial excellence across the organization.

Key Responsibilities:

• Corporate Reporting and Data Analysis:
  • Develop and enhance financial dashboards, reports, and KPIs to provide timely insights.
  • Partner with cross-functional teams (Accounting, Sales and Functional Leaders) to ensure financial data accuracy and consistency.
  • Automate and streamline reporting processes using BI tools (Power BI, Looker, etc.).
  • Own and maintain monthly Executive Decks and quarterly Board of Directors meeting materials for senior leadership.
• Financial Planning and Analysis
  • Lead FP&A deliverables, including annual budgeting, monthly close meeting with variance analysis and monthly rolling forecasts
  • Analyze financial performance trends, identifying risks and opportunities to drive strategic initiatives.
  • Support the VP of FP&A in executive-level financial presentations and board reporting.
• Systems and Process Optimization
  • Oversee Adaptive Planning, ensuring data integrity and optimizing forecasting models.
  • Collaborate with broader Finance teams to direct system and process improvements to drive efficiency, enhancements, and accuracy in financial reporting/analysis capabilities.
  • Lead improvements in data governance and financial system workflows to increase operational efficiency.
• Supervisory Responsibilities: Team Leadership & Stakeholder Management
  • Manage a team of one analyst and one senior analyst, providing coaching, mentorship, and career development.
  • Act as a strategic business partner to finance leadership and department heads, offering actionable insights.
  • Drive a culture of continuous improvement, data-driven decision-making, and operational excellence.

Required Qualifications:

• 8-12 years of FP&A experience, with at least 3+ years in a leadership role.
• Experience working with financial planning tools (Adaptive Planning) and BI tools (Qlik, PowerBI, etc.)
• Proven ability to streamline FP&A processes and implement automation.
• Expertise in corporate reporting, financial modeling, and data analysis.
• Bachelor's degree in Finance, Accounting, or a related field (MBA or CFA a plus).

Preferred Skills:

• Technical Skills:
  • Strong proficiency in Adaptive Planning, BI tools (Qlik, Power BI, Looker), and Excel.
  • Knowledge of GAAP and financial statement preparation.
  • Ability to translate complex financial data into meaningful business insights.
• Soft Skills & Competencies:
  • Strong leadership, team management, and stakeholder engagement skills.
  • Proven ability to collaborate and build relationships at all levels of the organization.
  • Strong communication skills with the ability to present complex data to executive leadership.
  • Self-starter with the ability to manage multiple projects in a fast-paced environment.
  • Attention to detail, with the ability to detect errors and identify trends.
  • Ability to analyze and interpret data to determine the appropriate course of action.
  • Ability to thoroughly understand how decisions affect other areas of the company.

Salary Range: $150,000 to $186,000

What We Offer:

• Culture: Collaborative, Inclusive, and Mission-driven.
• More in your pocket: Competitive base salary and a strong variable component.
• We take care of all aspects of our people: Generous, well-rounded benefits such as Medical, Vision, Dental, Life, Disability, Critical Illness, Accident, FSA, HSA, ID Protection, Pet and Legal Insurance
• Retirement: 401K match up to 5%.
• We support our families: 12 weeks of paid parental leave.
• Continued education: Use our tuition reimbursement program.
• The Importance of Balance: Start at 4 weeks' vacation, 12 sick days, 11 company holidays, and 3 personal days.
• Flexibility: Flexible work schedules and remote capabilities (by team) - feel free to skip the commute and hit your deadlines from home.
• Wellness: Opportunities for fitness challenges and rewards.

Who We Are:

VitalSource is the leading education technology solutions provider committed to helping partners create, deliver, and distribute affordable, accessible, and impactful learning experiences worldwide. As a recognized innovator in the digital course materials market, VitalSource is best known for partnering with more than 1,000 publishers and resellers to deliver extraordinary learning experiences to millions of active users globally-and today we're also powering new, cutting-edge technologies designed to optimize teaching and learning for maximum results. Learn more at http://get.vitalsource.com/ and follow us on Twitter, LinkedIn, and Instagram.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.

• EEO/AA Employer/Vet/Disabled
• We participate in EVerify.
• EEO Poster in English
• EEO Poster in Spanish