Director, Financial Planning and Analysis

Who We Are:

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms. 

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. 

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.

Life at RegEd:

We are an innovative, fast-paced company that embraces diversity. Our hybrid environment blends an entrepreneurial culture with the right balance of structure and process.  We empower and trust our employees.  Most RegEders work remotely or from our Headquarters in Morrisville, North Carolina.   Learn more about #LifeAtRegEd on our LinkedIn page!

RegEd is committed to cultivating an environment of inclusivity and belonging.  We welcome and value the contributions and perspectives that you bring from your unique background.  

We encourage you to apply even if you may not meet every qualification.  

Five Reasons to Work with Us: 

1. Diverse & friendly culture 
2. Fast paced growing company 
3. Work with a leader in financial services industry 
4. A company that cares with community service efforts
5. Supportive & flexible remote or hybrid environment  

What You Will Be Doing:

The Director, Financial Planning & Analysis (FP&A) will assist the Chief Financial Officer in ensuring that the company’s plans and objectives result in the maximum value creation for its shareholders, customers and employees.  The role will require in-depth experience and understanding of the business to interact regularly & effectively with the company’s senior leadership and shareholders to assess RegEd's performance both financially and operationally, thus identifying opportunities to be exploited, weaknesses to be remediated and developing business plans accordingly.

Responsibilities: 

• In-depth development of the company’s financial plans and forecasts
• Identification/plans related to company’s Key Performance Indicators objectives and leading metrics that ultimately drive financial performance 
• Timely reporting & analysis of the company’s financial/operational performance, identifying trends or variances that impact the company’s performance-and-collaborating in the effective remediation/exploitation of any variances
• Assessment of the financial considerations related to potential business decisions and/or investments
• Collaborating effectively with the company’s senior leadership to develop accurate assumptions and/or positively influence all the above
• Communicating plans or results in a concise, effective manner via presentation or other methods  

You’ve Got What It Takes If You: 

• Experience with understanding financial principles, processes and practices  
• Ability to organize data/information in a manner where the conclusion is easily understood
• Ability to assess variances, trends, performance and/or proposals to determine the causes and/or impacts
• Ability to concisely communicate and influence with a high degree of gravitas (confidence, confidentiality, professionalism, poise, tact and diplomacy) to accomplish objectives
• Strong working knowledge of the following Microsoft Office products: Word, Excel, PowerPoint, Outlook, Teams
• Experience with ERP & CRM systems (SAP, NetSuite, Oracle, SFC, etc.)

Must Have: 

• Bachelor’s degree in business administration or finance
• Prior FP&A experience, preferably across a wide scope of FP&A roles

Nice to Have:

• MBA preferred  
• Software company experience in either accounting or FP&A disciplines, preferably a SaaS company or with similar experience revenue recognition practices 

The Perks: 

• Fantastic and comprehensive medical, dental and vision plans
• Life Insurance, Short-Term Disability and Long-Term Disability plans 
• Volunteering Time Off and Flexible Schedules
• 401(k) plan
• Incredible career growth opportunities
• Performance bonuses

If you are interested in joining a market leader and innovator poised for exponential new business growth in the coming years, please apply. It’s a great time to join the RegEd Team! 

The compensation range for this position is $100,000-$175,000.  RegEd's compensation package is based on each candidate's unique skills, qualifications and experience.  Where an employee or prospective employee is paid within this range will depend on the employee’s/applicant’s background, pertinent experience and qualifications.  The total compensation package also includes our comprehensive benefits package, vacation time, sick time, volunteer time and parental leave.

If you need assistance or accommodation due to a disability, please email us at hr@RegEd.com.  This information will be treated as confidential and will only be used for the purpose of determining appropriate accommodation for the interview process.

Applicants must be authorized to work in the U.S.   

Employees must perform all the essential functions/responsibilities with or without accommodation for classification in this position. 

At RegEd, we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, veteran status, and basis of disability or any other federal, state, or local protected class.   RegEd is proud to be an Equal Opportunity Workplace.