Finance Manager

Lumion•South Jordan, UT

40d•Onsite

About The Position

Lumion is a modern trade and tech school platform that combines software and payments to help schools offer flexible payment options and reliably collect tuition from students. Our mission is to expand access to life-changing education by empowering trade and technical schools to grow enrollment and support student success. We serve high-impact industries including healthcare, skilled construction, transportation, culinary arts, and cosmetology. Lumion is backed by leading venture capital firms, including TTV Capital and Tusk Ventures. As Lumion continues to scale, we’re looking for a Finance Manager to strengthen our planning, forecasting, and financial reporting capabilities. This role will help drive better business decisions through clear financial insight, strong modeling, and cross-functional partnership. The Finance Manager will support and lead key components of Lumion’s budgeting, forecasting, and reporting processes. Reporting to the Head of Operations, this role will partner with leaders across product, sales, operations, and customer success to provide financial visibility, highlight performance drivers, and support ROI-focused decision-making. This role is ideal for someone with a strong foundation in Finance, FP&A and SaaS metrics who is ready to take broader ownership and grow into a senior finance leader as the company scales.

Requirements

3 to 5 years of experience in finance roles within SaaS, tech-enabled services, or high-growth environments
Exceptional financial modeling and Excel skills, with experience building driver-based models
Strong understanding of SaaS metrics, revenue models, and cash flow forecasting
Experience supporting annual audits and working with external auditors
Ability to work effectively in a fast-moving environment with a high degree of ownership and adaptability
Strong communication skills and ability to translate data into clear recommendations

Nice To Haves

Experience in edtech, fintech, or education-related SaaS
Familiarity with BI tools such as SQL, Looker, Sigma, or similar platforms
Exposure to board reporting or fundraising support

Responsibilities

Support and manage the company’s financial planning processes, including annual budgets, re-forecasts, and long-range planning
Maintain and enhance company and department-level financial models to ensure accuracy and scalability
Partner with functional leaders to track spend, forecast performance, and support resource allocation decisions
Deliver recurring and ad hoc reporting packages that provide clear insights for leadership decision-making
Track performance trends and KPIs, and translate results into actionable recommendations
Analyze unit economics, cohort performance, CAC/LTV dynamics, and contribution margins to inform growth strategy
Serve as a finance partner to department leaders, helping them understand performance and key financial levers
Collaborate with Product and Operations to evaluate business cases and model new initiatives
Provide support for board reporting, investor materials, and fundraising-related analysis as needed
Support preparation and execution of the annual financial audit in partnership with accounting and external auditors
Help maintain organized documentation and contribute to ongoing improvements in financial controls and audit readiness
Help build and improve FP&A workflows, reporting tools, and forecasting processes
Drive continuous improvement of planning and reporting cadence to support scaling operations
Partner closely with Operations and leadership to support key people-related initiatives.
Assist with headcount planning, compensation modeling, and workforce forecasting to ensure alignment between growth plans and financial targets.
Support analysis related to hiring plans, benefits costs, and organizational scaling, providing data-driven insights to inform people strategy, budgeting, and long-term talent investment decisions.