Director, Value Realization & Financial Strategy

Vertex Inc.; Boston (MA); Hybrid; USD 184,000 - 276,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Generous paid time off

Educational assistance programs

Commuting subsidy

Matching charitable donations

401(k)

Annual bonus

Annual equity awards

Overtime pay

Job summary

Vertex Inc. seeks a Senior Director / Director to lead the Value Realization Office (VRO) process for material, transformational initiatives across the project lifecycle.

You will partner with project owners, executive sponsors, Finance, and DTE to define how value will be measured, establish baseline and reporting approaches, and monitor realized value against agreed objectives. The role focuses on building a disciplined, consistent approach to value delivery, addressing risks or variances when

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Significant experience in finance, strategic planning, transformation, program leadership, PMO leadership, reporting, or related business functions.
• Experience leading complex, cross-functional initiatives involving multiple stakeholders and business partners.
• Demonstrated strength in budgeting, forecasting, long-range planning, financial modeling, reporting, variance analysis, or executive decision support.
• Experience building governance structures, reporting cadence, accountability models, and measurable business outcomes for complex initiatives.
• Strong knowledge of performance measurement, success metrics, baseline methodology, and variance review.

Responsibilities

• Lead execution of the Value Realization Framework for in-scope, material, and transformational initiatives.
• Partner with project owners and key stakeholders to define success metrics, baseline methodology, and reporting approaches that support clear and credible value measurement.
• Facilitate VRO intake and kickoff activities, reviewing initiative materials such as current state, target state, cost to achieve, ownership, dependencies, and expected outcomes.
• Provide thoughtful challenge and guidance on proposed metrics, measurement methods, and baseline assumptions to strengthen consistency and decision-making.
• Confirm sign-off criteria for success metrics, target or baseline values, reporting cadence, measurability confidence, and accountability before initiatives move into ongoing monitoring.
• Establish and maintain a structured governance and reporting cadence, including regular review of initiative scorecards and reporting packages.
• Review realized value against agreed metrics, baseline, and budget inputs to assess progress and determine whether expected outcomes are being achieved.
• Evaluate measurability confidence for each metric and ensure assumptions, confidence levels, and Finance validation are documented where applicable.
• Escalate material risks, unresolved gaps, and value delivery variances, and support corrective action, re-baselining, closeout, or extension decisions as needed.
• Drive adoption of consistent value measurement practices across financial, operational, risk/compliance, decision support, and workforce-related outcomes.

Skills

Finance

Strategic planning

Program leadership

PMO leadership

Budgeting

Forecasting

Variance analysis

Executive support

Governance

Stakeholder mgmt

Education

Bachelor's degree in finance or related field

Advanced degree

Job description

Vertex Inc. seeks a Senior Director / Director to lead the Value Realization Office (VRO) process for material, transformational initiatives across the project lifecycle.

You will partner with project owners, executive sponsors, Finance, and DTE to define how value will be measured, establish baseline and reporting approaches, and monitor realized value against agreed objectives. The role focuses on building a disciplined, consistent approach to value delivery, addressing risks or variances when