Director, FP&A

Director, FP&A

Location: South Jordan, UT

Employment Type: Full-Time, On Site

About Lumion

Lumion is a leader in innovative tuition solutions, providing advanced software and comprehensive servicing for educational institutions and students. Our mission is to empower trade and technical schools to offer the best payment options, enhancing enrollment and giving students access to life-changing education. We are obsessed with training the next generation of skilled tradespeople, supporting the career development of students in high-impact professions. We serve industries from healthcare and skilled construction to transportation, culinary arts, and cosmetology. Lumion is funded by top-tier venture firms, including but not limited to TTV Capital, Tusk Ventures.

As Lumion scales rapidly, we’re looking for a Director of FP&A to help build out our finance function and play a central role in driving business planning, financial modeling, and data-backed decision-making. If you thrive in a fast-paced, collaborative environment and want to make a real impact in SaaS, edtech, and fintech, we’d love to hear from you.

The Role

As Director of FP&A, you will be responsible for owning and maturing Lumion’s budgeting, forecasting, and strategic finance operations. Reporting directly to the Head of Operations, you will partner with cross-functional leaders across product, sales, operations, and customer success to provide financial insights and drive ROI-focused decision-making. This is a high-impact role that blends analytical horsepower with strong business intuition.

You should have a strong grounding in SaaS or tech-enabled services businesses, experience building driver-based financial models, and a track record of working effectively with both executive and operational stakeholders. This role is ideal for someone with 3–5 years of experience in FP&A, at a SaaS company who’s ready to step into a broader, more autonomous leadership role.

Role Responsibilities

Planning & Forecasting

• Lead and manage Lumion’s financial planning processes, including annual budget, quarterly re-forecasting, and long-range strategic planning.
• Own company-level and department-level financial models, ensuring accuracy, flexibility, and alignment with strategic goals.
• Partner with business leaders to track spend, forecast performance, and support resource allocation decisions.

Reporting & Analysis

• Deliver recurring and ad hoc financial reporting packages with insights that guide executive decision-making.
• Track key performance indicators (KPIs), develop dashboards, and synthesize metrics into actionable recommendations.
• Analyze unit economics, cohort trends, CAC/LTV dynamics, and product-level contribution margins.

Business Partnering

• Act as a strategic advisor to functional leads, helping them understand their financial levers and make data-informed decisions.
• Collaborate with Product and Ops teams to model new initiatives and evaluate investments.
• Provide financial support for fundraising, board presentations, and investor communications.

Audit & Compliance

• Lead the preparation and execution of annual financial audits, working closely with external auditors to ensure accurate, timely, and compliant reporting.
• Partner with accounting to ensure audit readiness and maintain organized, audit-traceable documentation and controls.

Systems & Process Improvement

• Help build FP&A infrastructure, including reporting tools and financial systems.
• Drive continuous improvement of planning and reporting processes to support scale.

Required Experience & Skills

• 3–5 years of experience in FP&A, SaaS, investment banking, private equity, management consulting, or a finance role within a high-growth startup.
• Strong financial modeling and Excel skills; ability to create dynamic, driver-based models from scratch.
• Deep understanding of SaaS metrics, revenue recognition, and cash flow forecasting.
• Experience supporting or managing the annual financial audit process in collaboration with external auditors.
• Startup mindset: bias for action, comfort with ambiguity, and a strong sense of ownership, and ability to build structure in a rapidly evolving environment.
• Proven ability to translate data into insights and influence stakeholders at all levels.
• Experience with tools like QuickBooks, or budgeting software is a plus.
• Excellent written and verbal communication skills.

Nice-to-Have

• Experience in edtech, fintech, or education-related SaaS.
• Familiarity with SQL, Looker, Sigma, or other BI tools.
• Exposure to board reporting or supporting fundraising processes.

Why Join Lumion?

Make an Impact – Drive financial strategy at a mission-oriented company transforming access to technical education.

Growth Opportunities – Step into a leadership role with room to grow as the company scales.

Collaborative Culture – Join a sharp, supportive team working together to build something meaningful.

Benefits

• Unlimited paid time off
• ~$9k annual benefits
• Health Insurance Reimbursement
• 401k plan
• Paid maternity and paternity leave
• We'll pay your cell phone and home internet bill up to $200
• $100/month towards your personal wellness (however you define it)