Verto Education

Financial Planning and Analysis

• Lead the company-wide financial planning, modeling, budgeting, reporting, and analysis function in collaboration with the CFO.
• Partner with business leaders—including international teams—to develop strategic financial plans, including annual budgets, rolling forecasts, long-range plans, and scenario modeling.
• Produce and analyze consolidated monthly and quarterly P&L performance reports across multiple entities and geographies, identifying key drivers, risks, and opportunities.
• Present financial insights and strategic recommendations to executive leadership, enabling data-driven decisions in both domestic and international contexts.
• Design and maintain dashboards, OKRs, KPIs, and visualizations that track global performance against strategic goals.
• Identify and lead initiatives to automate, streamline, and improve financial processes and reporting systems, with a focus on scalability for international growth.
• Integrate AI or advanced analytics to enhance financial modeling, data analysis, and forecasting accuracy.
• Support ad hoc analysis across business units (e.g., international enrollment projections, pricing analysis, ROI on global programs, breakeven).
• Serve as a strategic finance advisor for evaluating new business opportunities, geographic expansions, and operational initiatives.
• Collaborate with Accounting to ensure alignment between actuals, forecasts, and budget models, including across international subsidiaries or partners.

Director of Financial Planning – Analysis