Job Description
Description
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, liquidity, and financial performance
Lender reporting and covenant compliance are flawless and on schedule
Management reporting is crisp, insightful, and drives better decisions
Your team is growing in capability and confidence
You’re identifying—and driving—improvements to how the company plans and reports
This is a role for someone who wants to shape outcomes, not just report on them.
This is a hybrid-position located in Charlotte, NC where we have offices in the Ballantyne area. The base pay for the position will be $200,000 - $210,000 plus an annual bonus of up to 15%.
EEO Statement: Certus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
