Principal Financial Analyst, Revenue

Vasion, Inc.; Saint George (UT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with company match

Paid parental leave

Vacation bonus

Flexible paid time off

Job summary

Vasion, Inc. is seeking a Senior Financial Analyst to join the FP&A team and drive revenue modeling from top-of-funnel activity to GAAP revenue.

You will partner with Sales, RevOps, and GTM leadership to ensure forecast accuracy, test assumptions, and produce executive narratives for quarterly reviews. The role focuses on ownership of revenue metrics, annual planning, and cross-functional collaboration to enable transparent, defensible plans and strategic pricing/input decisions.

Qualifications

• Strong financial modeling skills; build and defend forecast models from scratch.
• Excel/Google Sheets proficiency for complex analyses.
• Familiarity with SaaS metrics (ARR, NRR/GRR, CAC payback, LTV).

Responsibilities

• Own and maintain authoritative revenue metrics and dashboards for executive audiences.
• Lead annual revenue planning, rolling forecasts, and variance explanations.
• Collaborate with Sales, RevOps, and Legal on contract terms and revenue recognition implications.

Skills

Financial modeling

Excel/Google Sheets

SaaS metrics

Revenue forecasting

Data analysis

Education

Bachelor's degree in Finance/Accounting/Economics

Job description

For more than a decade, Vasion has been helping companies simplify their print infrastructure, automate business processes, and integrate their technology in a more secure environment. Our mission, to make digital transformation attainable for everyone, drives a culture of innovation and exploration. We have one simple goal: help organizations simplify processes through automation and integration.

So we created simple, cost-effective, and easy-to-implement digital tools that work together, removing bottlenecks and improving efficiency. And we’re always on the lookout for new people who can help us innovate, grow, and reach our goal.

About the role

We are seeking a Senior Financial Analyst to join our FP&A team and serve as the analytical backbone of our revenue engine. This role sits at the intersection of Finance, Sales, Marketing, and Revenue Operations, owning the models, insights, and cross‑functional alignment that translate top‑of‑funnel activity into ARR, and ARR into GAAP revenue.

This is a high-visibility individual contributor role with meaningful cross-functional reach. Day to day, you will work closely with Sales, RevOps, and GTM leadership to ensure revenue projections are grounded in pipeline reality and that the assumptions behind our plans are tested, transparent, and defensible. You'll lead the annual revenue planning cycle, manage rolling forecasts, and serve as a primary author of the executive-facing financial narratives that inform quarterly business reviews and board-level reporting.

The right candidate is comfortable owning a number publicly, energized by shaping how the company thinks about revenue (not just reporting on it), and just as comfortable presenting to the C-suite as pressure-testing a rep-level pipeline assumption. Critically, you know the full path from top-of-funnel pipeline to GAAP-recognized revenue — how pipeline becomes bookings, bookings become ARR, and ARR becomes recognized revenue — and can explain that chain end to end.

What you'll do

• Own and be the company's authoritative voice on all sales and revenue metrics (NRR, GRR, CAC payback, ARR attainment by product/segment/source, logo retention, etc.)
• Define and maintain metric methodology so numbers are consistent, defensible, and audit-ready across Finance, Sales, and the board
• Build and maintain executive-facing dashboards and KPI reporting packages that track performance against targets and prior periods

Forecasting & Revenue Planning

• Partner with Sales and RevOps on the sales pipeline forecast — pressure-testing assumptions, coverage ratios, and rep-level inputs, and ensuring consistency between CRM activity and financial forecasts
• Own the conversion of the sales forecast into the revenue forecast, translating bookings, ramp schedules, and churn assumptions into a P&L-ready number
• Lead the annual revenue planning cycle and maintain a disciplined, driver-based rolling forecast on a monthly cadence
• Reconcile forecast-to-actuals each period and explain variances to FP&A leadership and the CFO
• Review contract terms (ramp deals, multi-year agreements, non-standard billing, discounting) to understand their impact on revenue timing and recognition
• Partner with Revenue Operations and Legal on structuring non-standard deals, flagging forecast and revenue-recognition implications before deals close
• Provide finance input during deal negotiation on pricing, terms, and structure that affect revenue quality
• Build scenario-based financial models to inform pricing decisions, GTM strategy refinements, and new-market-entry analyses
• Proactively identify and quantify revenue leakage, deal structure risks, and margin compression drivers, bringing findings forward with recommended remediation

Cross-Functional Partnership

• Serve as a close liaison to Revenue Operations and Sales leadership
• Support territory planning, quota setting, and capacity models in partnership with RevOps
• Translate finance-speak into sales-speak (and back) so both functions trust the same numbers
• Support M&A diligence efforts or strategic partnership evaluations as they arise, contributing financial modeling and analytical support to transaction teams

Revenue Recognition & Board Reporting

• Partner with Accounting to flag deals with revenue recognition complexity (ramps, professional services bundling, multi-element arrangements) before they close, and maintain alignment with ASC 606 across contract structures
• Ensure forecast and reported revenue align with revenue recognition treatment across the deal base
• Prepare revenue and sales metrics slides and supporting analysis for board decks and investor reporting
• Serve as a go-to resource for leadership questions on revenue performance ahead of board meetings

Qualifications

• 4–7 years of experience in FP&A, revenue operations, investment banking, or a related analytical finance role, with meaningful top-line exposure
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Strong financial modeling skills, with the ability to build and defend forecast models from scratch
• Strong experience modeling in Excel/Google Sheets
• Strong knowledge of SaaS metrics and unit economics (ARR, NRR/GRR, CAC payback, LTV, cohort-based churn, etc.)
• Comfort reading and interpreting contract terms and their financial implications
• Fluency in the revenue funnel end to end — top-of-funnel pipeline through bookings and ARR to GAAP-recognized revenue — and the ability to explain how each stage converts into the next
• Excellent communication skills — able to work fluently with Finance, Sales, and C-suite audiences alike

Preferred Qualifications

MBA or CFA designation (or active candidacy)

• Prior exposure to M&A financial analysis, transaction diligence, or investment banking
• Familiarity with ASC 606 revenue recognition standards and their practical application to multi-element or subscription-based arrangements
• Familiarity with software such as Salesforce, Domo, Drivetrain, Netsuite, and/or Rippling
• Flexible work environment
• Vacation Bonus
• Flexible paid time off
• Paid parental leave
• Competitive pay
• A full suite of traditional benefits
• 401k with company match and immediate vesting
• Financial wellness education
• Company-contributed HSA
• On-site perks include gym, pickleball, snacks & drinks, arcade, theater room, etc.

Our Core Values

Vasion looks for people who will exemplify its four core values and are driven to become:

• Disruptive Visionaries: Our customers are the heroes, and our role is to be a guide on their journey, truly listening and identifying the needs and wants of our customers.
• Relationship Builders: We treat people as people, building strong relationships through empathy, compassion, and honest communication.
• Candor Seekers: Candid conversations are critical to achieving objectives, and we nurture a culture of caring personally and challenging directly.
• Action Owners: Every employee takes ownership of any failures and develops a plan to win, no matter their tenure or circumstance.

More about Vasion

Visithttps://www.vasion.comto learn more about Vasion.

Additional Information

Vasion is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation and other legally protected characteristics.