Senior Director, FP&A

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

Benefits offered by this job

Flexible work environment

Vacation bonus

401k with company match

HSA

On-site gym and amenities

Job summary

Vasion is seeking a Senior Director of FP&A in Utah to lead the financial planning, forecasting, and long-range model development. This hands-on leader partners with Sales, Marketing, Product, and R&D to translate SaaS performance into clear insights for executives, the Board, and investors.

You will build and mentor a high-performing FP&A team, drive planning tooling and reporting automation, and play a pivotal role in strategic M&A and capital allocation decisions.

Qualifications

• 12+ years of progressive finance experience with 5+ years leading FP&A teams.
• Deep SaaS knowledge with ARR, retention, churn and bookings insights.
• Experience preparing Board/investor reporting; PE-backed environment preferred.
• Hands-on M&A modeling and diligence experience, incl. integration planning.
• Expert financial modeling skills and proficiency with ERP, CRM (Salesforce) and planning tools.

Responsibilities

• Own the annual operating plan, quarterly reforecasts, and multi-year long-range plan.
• Develop and maintain SaaS metrics and ARR modeling; ensure single source of truth.
• Prepare Board materials and investor reporting; craft the financial narrative.
• Partner with functional leaders; provide variance analysis and pricing insights.
• Lead M&A modeling, diligence, and post-close integration tracking.
• Hire, develop, and lead FP&A team; drive automation across planning tools.
• Drive close collaboration with Accounting on revenue recognition and forecast-to-actuals.

Skills

FP&A leadership

SaaS metrics

Financial modeling

Board reporting

Strategic partnering

People management

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA/CFA a plus

Tools

ERP

Salesforce

Adaptive

Anaplan

Excel

BI tools

Job description

About Vasion

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.

About Vasion

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.

Preference will be given to candidates residing in the Lehi or St. George, Utah areas.

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

• 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.com to 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.