About the position
At Vertex Education, we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. The FP&A Product Owner is responsible for overseeing the technical architecture, integrations, security, and system governance of our FP&A systems and tools, ensuring they operate efficiently and align with organizational priorities. This role provides technical oversight and guidance, working closely with the School Finance Team and vendor professional services teams to execute solutions that enhance system performance and scalability. The FP&A Product Owner develops and maintains financial models, reports and analysis tools to enhance the quality of our service delivery to schools.
Responsibilities
- Provide technical leadership on Vena's architecture, ensuring scalability, security, and best practices.
- Evaluate and implement new Vena features to improve efficiency and functionality.
- Oversee and provide technical guidance on FP&A system and tool integrations.
- Provide technical support for cross-team projects with accounting platform and accounting support teams.
- Serve as the escalation point for troubleshooting technical issues and optimizing system performance.
- Maintain technical & administrator-level product documentation.
- Lead FP&A system administration, ensuring appropriate user access controls and standardization.
- Act as the primary point of contact for vendor and vendor professional services.
- Ensure that product technical strategies align with organizational priorities and goals.
- Oversee vendor contract execution, performance, and service-level agreements.
- Facilitate collaboration between our FP&A superuser group, FP&A system end-user support, and internal technical teams.
- Own and drive the FP&A system technical roadmap.
- Lead planning and execution of product upgrades, enhancements, and new module implementations.
- Monitor vendor release cycles and recommend adoption of relevant updates.
- Attend vendor product roadmap and other conference/training sessions.
- Identify opportunities for automation, process improvements, and system innovation.
- Design & implement enhancements to Vena data models & structure, and reports.
- Design, implement & maintain accounting & other reporting tools using advanced Microsoft applications.
Requirements
- 5+ years of experience in financial planning and analysis, with at least 2 years administering FP&A software; direct experience with Vena Solutions a major plus.
- Experience leading technical projects, such as software upgrades, data model design & implementation, and optimization initiatives.
- Strong understanding of FP&A data management.
- Experience with accounting platform and financial data integrations.
- Advanced Excel skills, including the use of charts and VBA; PowerQuery experience is a major plus.
- Expert financial modeling and analytical skills.
- In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
- Strong attention to detail, problem-solving abilities, and a results-driven mindset.
Benefits
- Industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
- Comprehensive medical, dental and vision benefits.
- 401(k) plans with a 6% employer match on your contributions.
- Mentoring and money to take training classes.
- A welcoming, supportive, and inclusive environment.
