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CE

Director, Financial Planning and Analysis

Certus
United Statesfull_timeVerifiedPosted 20 Mar 2026
💰 $210,000/yr($200,000/yr$210,000/yr)

About the role

About Certus
We sit at the intersection of people and technology—building training and education solutions that help more than 4 million learners each year enter, advance, or reinvent their careers.

Our customers range from individual professionals charting their own path to some of the world's most recognized brands: Amazon, Siemens, Geico, Chick-fil-A, and others who trust us to develop their people at scale.

How We Work
Our teams span software engineering, instructional design, creative writing, consultative sales, marketing, and beyond. Movement between roles isn't just possible; it's encouraged. We're building something that requires people who want to keep growing.

Who Thrives Here

  • Self-starters who bring a get-it-done mindset and don't wait for permission

  • Builders drawn to a fast-moving industry where the landscape keeps shifting

  • Humans who are innovative, brave, kind, and bring their full selves to work


We're committed to a culture where people can be exactly who they are—and where that diversity of perspective makes everything we build stronger.

The workforce learning market is evolving rapidly, and we're helping define where it goes next. If you want work that matters, room to grow, and a team that actually means it when they talk about culture—we should talk.

 

The Opportunity

This is a high-impact leadership role at the intersection of finance and strategy. As Director of FP&A, you'll serve as a trusted advisor to the CFO and Executive Leadership Team—translating complex financial data into the insights that shape how the company invests, grows, and operates.

You'll build and lead a team of analysts, own the full spectrum of financial planning and forecasting, and have direct visibility with the Board and our private equity sponsor. If you thrive on turning numbers into narratives and want a seat at the table where decisions get made, this role offers that platform.

What You'll Own

Strategic Planning & Forecasting

  • Lead annual budgeting, monthly forecasting, and long-range planning across all financial dimensions—P&L, balance sheet, cash flow, CapEx, and headcount

  • Drive rolling forecasts and liquidity planning that give leadership a clear view of where the business is headed, not just where it's been

Performance Intelligence

  • Deliver analysis that matters: company and business unit performance versus plan, variance insights, and forward-looking recommendations the executive team can act on

  • Define and track the financial and operational metrics that reveal what's really driving the business

Leadership & Team Development

  • Build and mentor a high-performing FP&A team with strong modeling chops and business acumen

  • Establish the operating rhythm—forecasting cadence, reporting cycles, business reviews—that keeps the function running at a high level

Executive & Investor Reporting

  • Prepare board materials, investor presentations, and financial packages for our PE sponsor

  • Own lender compliance: covenant calculations, reporting packages, and liquidity monitoring

Cross-Functional Partnership

  • Collaborate with business unit leaders on pricing, investments, operational improvements, and strategic initiatives

  • Act as a key finance voice in ERP and systems projects that strengthen data quality and planning capabilities






Requirements

What You Bring

  • 10–15 years of progressive experience in FP&A, corporate finance, or investment analysis

  • Background in a mid-sized or PE-backed company preferred—you understand the pace and expectations

  • Advanced Excel and financial modeling skills; you can build and stress-test complex models under pressure

  • Fluency with debt agreements, covenant compliance, and lender reporting

  • The ability to translate financial complexity into clear, actionable insights for non-finance audiences

  • Executive presence—you're comfortable presenting to senior leadership, boards, and investors

  • A track record of developing talent and building team capabilities

  • Sharp organizational instincts and the ability to manage competing priorities without dropping threads

How Success Gets Measured

  • Forecast accuracy improves over time; the cadence is predictable and trusted

  • Leadership has clear, forward-looking visibility into cash,

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Company

Certus

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