Senior Director, FP&A

About the role

This position will oversee Vanta's financial planning and analysis functions, including annual budgeting, forecasting, and long-term financial modeling. You will be the primary finance liaison for the executive team, responsible for developing the financial infrastructure and processes to support the company's expansion.

Key facts

What you'll do

Manage the complete annual planning and quarterly forecasting cycles, ensuring alignment on financial assumptions across Go-to-Market, Engineering & Product Development, and General & Administrative departments.

Act as the main financial advisor to the executive team, preparing board materials, leading performance reviews, conducting scenario analyses, and developing investment strategies.

Develop and maintain the company's long-term financial projections, monitoring key metrics such as Annual Recurring Revenue (ARR), Net Revenue Retention (NRR), Customer Acquisition Cost (CAC), and Lifetime Value (LTV).

Conduct financial analysis at the product and segment levels to inform pricing, packaging, product development investments, and go-to-market strategies.

Collaborate with accounting and revenue recognition teams to ensure forecast methodologies are consistent with actual results and support future scalability.

Build out a comprehensive FP&A system, including planning tools and automated reporting, to provide real-time performance insights and variance analysis.

Lead and mentor a high-performing FP&A team, fostering professional development, establishing analytical standards, and cultivating a culture of accuracy and responsiveness.

Requirements

Possess over 10 years of experience in corporate finance, with at least 4 years in a senior FP&A leadership capacity within a rapidly growing B2B SaaS company with over $300 million in ARR.

Demonstrate a thorough understanding of SaaS unit economics, including ARR, NRR, Gross Revenue Retention (GRR), CAC, LTV, payback periods, sales and marketing efficiency, and the Rule of 40, with the ability to articulate these concepts to executives.

Proven track record of establishing and leading FP&A functions to achieve a mature, system-driven planning organization with rigorous processes and strong cross-functional relationships.

Exhibit exceptional financial modeling capabilities, with the ability to analyze financial data at both high-level and detailed levels.

Possess strong executive presence and communication skills, capable of translating complex financial information into clear, actionable insights.

Experience managing company-wide planning processes, including annual operating plans, long-range plans, quarterly reforecasts, and board-level reporting.

Demonstrate a history of building effective partnerships with leaders in Go-to-Market, Product, and Accounting, contributing commercial judgment and strategic perspectives.

Be responsible for protecting Vanta and customer data through your team's operational practices and deliverables.

Show curiosity and a willingness to learn about applying AI tools to enhance efficiency and impact in your work.

Skills & tools

Financial modeling

SaaS unit economics

Budgeting and forecasting

Executive communication

Process development

Planning tools

Reporting automation

Practical notes

This role is open to candidates in the U.S. and does not require sponsorship.