Senior Director, FP&A

Vasion; Lehi (UT); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Flexible work environment

Vacation Bonus

Flexible paid time off

Paid parental leave

Competitive pay

401k with company match

Job summary

Vasion is seeking a Senior Director of FP&A to lead our financial planning and analysis function and partner with the CFO. You will own the operating plan, forecast, long-range model, and translate SaaS performance data into insights for executives, the Board, and investors.

You will build a high-performing team, collaborate with Sales, Marketing, Product, Customer Success, and R&D, and drive strategic initiatives including M&A evaluation and integration planning.

Qualifications

• 12+ years progressive finance experience including 5+ years leading FP&A teams.
• Deep SaaS metrics expertise including ARR, churn, and cohort analysis.
• Experience preparing Board and investor reporting in PE-backed environments preferred.
• Hands-on M&A modeling, diligence, and integration planning.
• Strong ERP/CRM and planning tool proficiency; excellent Excel and BI skills.

Responsibilities

• Own the annual operating plan, quarterly reforecasts, and long-range plan.
• Build ARR, bookings, billings, retention, and churn models; define SaaS metrics.
• Prepare Board materials and investor reporting with clear financial narratives.
• Partner with functional leaders to provide variance analysis and budgeting insights.
• Lead M&A modeling, synergy analysis, and post-close integration tracking.
• Hire, develop, and lead FP&A teams; drive data quality and executive-ready reports.
• Improve planning tools, data pipelines, and reporting automation across systems.
• Deliver rapid analyses on pricing, capital allocation, and unit economics.

Skills

FP&A leadership

SaaS metrics

Board reporting

Financial modeling

Stakeholder management

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CPA/CFA a plus

Tools

Salesforce

Adaptive

Anaplan

Excel

Job description

About the role

Vasion is looking for a Senior Director of FP&A to lead our financial planning and analysis function and serve as the CFO's key partner in steering the business. This leader owns the company’s operating plan, forecast, and long-range model, and translates SaaS performance data into clear insight for executives, the Board, and investors. You will lead a team of finance professionals, partner closely with Sales, Marketing, Product, Customer Success, and R&D leaders, and play a central role in strategic initiatives including M&A evaluation and integration planning. This is a high-visibility role for a hands-on strategic finance leader who is equally comfortable building a model and presenting to a Board.

What you'll do

• Planning & Forecasting: Own the annual operating plan, quarterly reforecasts, and multi-year long-range plan. Run a disciplined, repeatable planning calendar and drive accountability to plan across the business.
• SaaS Metrics & ARR Modeling: Build and maintain the company’s ARR, bookings, billings, retention, and churn models. Own the definitions and reporting of key SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback, Rule of 40) and ensure a single source of truth.
• Board, Investor & Sponsor Reporting: Prepare Board materials, monthly and quarterly management reporting, and investor/sponsor and lender packages, including covenant and KPI tracking. Craft the financial narrative with the CFO.
• Business Partnering: Act as a trusted advisor to functional leaders. Provide variance analysis, headcount and spend planning, pricing and packaging analysis, and go-to-market capacity and productivity insight to support decisions.
• M&A & Strategic Modeling: Lead financial modeling for acquisitions, divestitures, and strategic investments, including valuation, synergy analysis, diligence support, and post-close integration tracking.
• Team Leadership: Hire, develop, and lead a team of FP&A managers and analysts. Set a high bar for analytical rigor, accuracy, and executive-ready communication.
• Systems & Process: Drive improvements to planning tools, data pipelines, and reporting automation across the ERP, CRM, billing, and planning platforms. Partner with Accounting on close, revenue recognition, and forecast-to-actuals alignment.
• Ad Hoc Analysis: Deliver rapid, high-quality analysis on pricing, capital allocation, unit economics, and scenario planning as priorities evolve.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CFA a plus.
• 12+ years of progressive finance experience, including 5+ years leading FP&A teams, ideally in a B2B SaaS or software company.
• Deep working knowledge of SaaS business models and metrics, including ARR waterfalls, cohort and retention analysis, and bookings-to-revenue relationships.
• Demonstrated experience preparing Board and investor reporting; experience in a PE-backed or investor-governed environment is strongly preferred.
• Hands-on M&A modeling and diligence experience, including integration planning.
• Expert-level financial modeling skills and proficiency with ERP, CRM (e.g., Salesforce), and planning tools (e.g., Adaptive, Anaplan, or similar); strong Excel and BI skills.
• Proven ability to influence senior leaders, simplify complex data, and communicate clearly in writing and presentations.
• Track record of building, coaching, and retaining high-performing teams.

What Success Looks Like

• Within 90 days: a documented understanding of the planning process, ARR model, and reporting stack, with quick wins identified and strong relationships built with functional leaders.
• Within 6 months: a refined forecasting cadence with improved accuracy, and Board and investor reporting delivered on time with a consistent narrative.
• Within 12 months: a scalable FP&A operating model, a fully trusted SaaS metrics framework, and meaningful contributions to strategic and M&A decisions.

Benefits

• Flexible work environment
• Vacation Bonus
• Flexible paid time off
• Paid parental leave
• Competitive pay
• A full suite of traditional benefits
• Training/Advancement opportunities
• 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

Visit https://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.