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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.
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 crossfunctional alignment that translate topoffunnel 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
Revenue & Sales Metrics Ownership
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
Contract, Deal & Pricing Analysis
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
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 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.
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Worksite address
lehi, UT, 84043, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.