Senior Director, FP&A
About The Position
Vasion is seeking a Senior Director of FP&A to lead its financial planning and analysis function and serve as a key partner to the CFO in steering the business. The role owns the company's operating plan, forecast, and long-range model, and translates SaaS performance data into clear insights for executives, the Board, and investors. The Senior Director leads finance professionals and partners with Sales, Marketing, Product, Customer Success, and R&D leaders. The role also contributes to strategic initiatives, including M&A evaluation and integration planning. It is a high-visibility position for a hands-on strategic finance leader comfortable both building models and presenting to a Board. The role oversees planning and forecasting, SaaS metrics and ARR modeling, Board, investor, sponsor, and lender reporting, business partnering, M&A and strategic modeling, team leadership, systems and process improvements, and ad hoc analysis. Success milestones include documenting the planning process, ARR model, and reporting stack within 90 days; refining the forecasting cadence and delivering timely, consistent Board and investor reporting within six months; and establishing a scalable FP&A operating model and trusted SaaS metrics framework while contributing to strategic and M&A decisions within 12 months.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 12+ years of progressive finance experience, including 5+ years leading FP&A teams.
- 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.
- Hands-on M&A modeling and diligence experience, including integration planning.
- Expert-level financial modeling skills and proficiency with ERP, CRM, and planning tools; strong Excel and BI skills.
- 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.
Nice To Haves
- MBA or CPA/CFA.
- Experience in a B2B SaaS or software company.
- Experience in a PE-backed or investor-governed environment.
- Experience with CRM tools such as Salesforce and planning tools such as Adaptive, Anaplan, or similar.
Responsibilities
- Own the annual operating plan, quarterly reforecasts, and multi-year long-range plan; run a repeatable planning calendar and drive accountability to plan.
- Build and maintain ARR, bookings, billings, retention, and churn models; own definitions and reporting for key SaaS metrics and maintain a single source of truth.
- Prepare Board materials, monthly and quarterly management reports, and investor, sponsor, and lender packages, including covenant and KPI tracking; develop the financial narrative with the CFO.
- Serve as a trusted advisor to functional leaders by providing variance analysis, headcount and spend planning, pricing and packaging analysis, and go-to-market capacity and productivity insights.
- Lead financial modeling for acquisitions, divestitures, and strategic investments, including valuation, synergy analysis, diligence support, and post-close integration tracking.
- Hire, develop, and lead FP&A managers and analysts, setting expectations for analytical rigor, accuracy, and executive-ready communication.
- Improve planning tools, data pipelines, and reporting automation across ERP, CRM, billing, and planning platforms.
- Partner with Accounting on close, revenue recognition, and forecast-to-actuals alignment.
- Deliver timely analysis on pricing, capital allocation, unit economics, and scenario planning as priorities evolve.
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 including a gym, pickleball, snacks and drinks, an arcade, and a theater room
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What This Job Offers
Job Type
Full-time
Career Level
Senior
