Chief Financial Officer, Senior Director of Finance
1 month ago
Vasion is seeking a seasoned finance leader to join our team as a Vice President/Senior Director, Finance. As a key member of our executive team, you will be responsible for leading the financial planning, analysis, and reporting functions across the organization.
Key Responsibilities:
- Develop and execute forward-looking financial strategies aligned with the company's long-term growth objectives.
- Serve as a key advisor to the CFO and executive team, offering data-driven insights and recommendations on financial planning, capital allocation, and business operations.
- Oversee the company's financial planning processes, including annual budgets, multi-year forecasts, and scenario modeling, ensuring accuracy and alignment with corporate goals.
- Lead the preparation of timely, accurate financial reports for internal and external stakeholders.
- Manage quarterly earnings calls and prepare financial disclosures in collaboration with the CFO, legal, and investor relations teams.
- Partner with department heads to develop financial strategies that enhance operational efficiency and improve margins across the business.
- Oversee Treasury Management, cash flow analysis, working capital management, and debt strategies to ensure liquidity and financial flexibility.
- Identify systems and processes to further streamline operations, enhance reporting capabilities, and support the scalability of the company.
- Establish and oversee the company's financial risk management framework, identifying potential risks, implementing mitigation strategies, and ensuring financial stability.
- Adhere to internal controls and governance best practices, ensuring the finance function supports overall enterprise risk management and corporate governance objectives.
- Monitor and advise on economic, industry, and competitive trends that could impact financial performance.
- Lead, mentor, and grow the finance team, fostering a culture of excellence, collaboration, and continuous improvement.
- Attract and retain top talent to support the company's evolving needs and maintain a high-performance finance organization.
- Promote cross-functional collaboration and communication, ensuring the finance team operates as a strategic partner across the company.
- Collaborate with the CFO on M&A strategy, financial due diligence, and integration processes for potential acquisitions.
- Support capital markets initiatives, including equity offerings, debt issuances, and investor relations activities as needed.
- Provide insights on market trends, valuation, and financing opportunities to support the company's growth trajectory.
Requirements:
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- MBA or Master's degree in Finance or a related field is strongly preferred.
- CPA, CMA, CFA, or equivalent professional certification is a plus.
- 10+ years of experience in finance or accounting, with at least 5 years in a finance leadership role at a public company or large PE backed company
- Strong understanding of software industry economics, including subscription/SaaS business models, margin structures, and key financial metrics (ARR, LTV, CAC, etc.).
- Expertise in financial planning and analysis (FP&A), with the ability to drive strategic financial initiatives while ensuring operational excellence.
- Exceptional leadership and team-building skills, with experience managing and developing high-performing finance teams.
- Excellent communication and presentation skills, with the ability to distill complex financial information for senior executives and other key stakeholders.
- Strategic thinker with strong analytical and problem-solving capabilities.
- Highly collaborative with the ability to work cross-functionally across multiple departments.
- Strong business acumen, with a deep understanding of financial markets and trends in the software industry.
- High level of integrity, with a strong commitment to ethical business practices and compliance.
Benefits:
- Flexible work environment
- Discretionary Vacation bonus
- Flexible paid time off
- Paid parental leave
- Competitive pay
- A full suite of traditional benefits
- Training/Advancement opportunities
- 401k with company-match
- Mental Health Wellness Support
- Financial wellness education
- Company-contributed HSA
- Headquarter perks include gym, pickleball, snacks & drinks, arcade, theater room, monthly All Hands lunch, etc.
- Lehi, Utah office perks include gym access, snacks & drinks, monthly All Hands lunch
Our Core Values:
Vasion looks for people who will exemplify its core values and are driven to become:
- Action Owners (Extreme Ownership by Jocko Willink and Leif Babin)
- Candor Seekers (Radical Candor by Kim Scott)
- Relationship Builders (Leadership and Self-deception by The Arbinger Institute)
- Storytellers (Building a StoryBrand: Clarify Your Message So Customers Will Listen by Donald Miller)
More About Vasion:
Visit and
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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