FP&A Analyst

Posted 6 Days Ago
Be an Early Applicant
St. George, UT, USA
In-Office
Junior
Software
The Role
Maintain rolling forecasts, reconcile financial data, analyze monthly budget variances, prepare financial reports, support ad-hoc modeling, evaluate business cases and purchase requests, and track ROI of key initiatives while partnering with budget owners and cross-functional teams to ensure accurate forecasts and budgetary accountability.
Summary Generated by Built In

Vasion is seeking a Financial Planning & Analysis Analyst (FP&A Analyst) who embodies our core values and is excited to make an impact on our team. We are dedicated to enabling digital transformation for everyone by providing an affordable, integrated SaaS solution that simplifies business operations. Vasion offers a flexible working environment for our 400+ employees around the globe, including at our headquarters in St. George, Utah, and offices in the UK, Germany, and Lehi, Utah.

Role Overview

This role is central to tracking financial performance and maintaining a rolling forecast, while also serving as a reliable resource to budget owners helping them understand spending policies, build sound business cases, and stay accountable to their plans. The right candidate will bring both analytical rigor and genuine curiosity to the work, translating data into clear guidance and owning the processes that keep our forecasts accurate and our decisions well-informed.

Responsibilities
  • Maintain up-to-date rolling forecasts, incorporating the latest business assumptions
  • Reconcile financial data across systems to ensure accuracy and consistency
  • Analyze and summarize monthly budget variances by department, identifying key drivers for leadership review
  • Prepare and distribute monthly financial reports
  • Assist with ad-hoc financial modeling and analysis
  • Support business units in developing business cases that quantify the expected return for new spending proposals
  • Review purchase requests, ensuring alignment with approved budgets and spending policies
  • Track and follow up on the ROI of key spending initiatives

Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 0-3 years of experience as a financial analyst or related role
  • Experience working in the software industry preferred
  • Strong analytical and financial modeling skills, with proficiency in spreadsheets
  • Excellent communication and presentation skills, with ability to distill complex financial information into clear, actionable insights
  • Strong interpersonal skills with the ability to work collaboratively with cross-functional teams and build lasting relationships of trust
  • Strong project management skills, with ability to prioritize and manage multiple projects simultaneously
  • Ability to work in a fast-paced, dynamic environment

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 and immediate vesting
  • Financial wellness education
  • Company-contributed HSA
  • Onsite 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 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.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 0-3 years of experience as a financial analyst or related role
  • Experience working in the software industry
  • Strong analytical and financial modeling skills, with proficiency in spreadsheets
  • Excellent communication and presentation skills
  • Strong interpersonal skills and ability to work collaboratively with cross-functional teams
  • Strong project management skills, with ability to prioritize and manage multiple projects simultaneously
  • Ability to work in a fast-paced, dynamic environment
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The Company
HQ: St. George, UT
341 Employees
Year Founded: 2008

What We Do

Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability. With our SaaS platform, you'll give end users a seamless experience across Print, Scan/Capture, Workflows, and Content Management, with open APIs for simple third-party software integration.

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