FP&A Product Owner

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 to benefit many, starting with inspiring individuals to make a meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference — with us. 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 improve our service delivery to schools. As the primary FP&A System (Vena Solutions) technical administrator and contact, they manage vendor relationships, troubleshoot technical issues, and drive the Vena technical roadmap to optimize workflows and implement new features. By ensuring a secure, well-integrated, and high-performing Vena environment, this role supports the organization’s long-term business goals and school financial reporting functions. Essential Functions: Technical Oversight & Governance Provide technical leadership on Vena’s architecture, ensuring scalability, security, and best practices. Evaluate and implement new Vena features to improve efficiency and functionality. Integration & System Management Oversee and provide technical guidance on FP&A system and tool integrations—including accounting systems and database applications—leveraging internal teams and vendor support services. Provide technical support for cross-team projects with accounting platform and support teams on system integration, product enhancements, updates, and tool development. Serve as the escalation point for troubleshooting technical issues and optimizing system performance. Maintain technical and administrator-level product documentation. Lead FP&A system administration, ensuring appropriate user access controls and setup for new clients and regions. Act as the primary contact for vendor and professional services, managing support and implementation efforts. Ensure product technical strategies align with organizational goals. Oversee vendor contract execution, performance, and SLAs. Facilitate collaboration among FP&A superusers, end-users, and technical teams. Technical Roadmap & Continuous Improvement Own and drive the FP&A system technical roadmap, focusing on optimization, efficiency, and school finance needs. Lead planning and execution of upgrades, enhancements, and new modules. Monitor vendor release cycles and recommend updates. Attend vendor conferences and training sessions. Identify automation and process improvement opportunities. Data Modeling & Reporting Solutions Design and implement enhancements to Vena data models and reports. Develop and maintain reporting tools using advanced Microsoft applications like PowerBI and PowerQuery. Required Qualifications: 5+ years in financial planning and analysis, with at least 2 years administering FP&A software; experience with Vena Solutions is a major plus. Experience leading technical projects such as upgrades, data model design, and optimization. Strong understanding of FP&A data management. Experience with accounting platform integrations. Advanced Excel skills, including charts, VBA, and PowerQuery. Expertise in financial modeling and analysis. Deep knowledge of accounting principles, financial statement analysis, and management reporting. Strong attention to detail, problem-solving skills, and results-oriented mindset. Join our team and grow your career! Be part of a movement that impacts over 258,000 students across multiple states and supports over 226 schools in various functions. We value diverse thinkers, team players, innovators, and risk-takers who encourage others to excel and make a difference through education. Enjoy a supportive environment with industry-leading pay, benefits, bonuses, flexible paid time off, health coverage, 401(k) with employer match, training opportunities, and a culture of fairness and inclusion. Make a difference with us! With your innovative spirit and dedication, you can change lives through education. Join Vertex Education and let’s make a difference together.

Apply Today! About Us

Founded in 2007, Vertex Education is committed to transforming lives through education by providing academic, business, and development services nationwide. Our core values—character, collaboration, and growth—guide how we work with each other and our clients, embodying our commitment to changing lives through education.

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