Director, Financial Planning and Analysis

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 mana