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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis (FP&A) within a high-growth B2B SaaS environment, with a strong focus on SaaS unit economics, financial modeling, and cross-functional collaboration. Proven ability to lead and develop high-performing teams while driving strategic financial initiatives and ensuring data integrity.
Highest-signal resume keywords
10+ Years Corporate Finance ExperienceSenior FP&A Leadership RoleSaaS Unit Economics ExpertiseExceptional Financial Modeling SkillsStrong Executive Presence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningForecastingP&L AnalysisFinancial ModelingScenario AnalysisInvestment FrameworksData ProtectionReporting AutomationAnnual Operating PlanLong-Range Planning
Soft Skills
Communication SkillsAnalytical StandardsPartnership BuildingCuriosityJudgment
Tools & Technologies
FP&A InfrastructurePlanning ToolingReporting Automation
Industry Keywords
B2B SaaSARRNRRCACLTVS&M EfficiencyRule of 40Board ReportingCross-Functional CredibilityHigh-Growth Environment
About the role
Key responsibilities & impact- Own the annual planning and quarterly forecasting process end-to-end, driving alignment across GTM, EPD, and G&A on headcount, OPEX, and revenue assumptions with clear accountability at every layer of the business
- Serve as the primary financial business partner to our executive team, delivering board-ready financial packages, leading BvA meetings, scenario analyses, and investment frameworks
- Build and maintain the company's long-range financial model, tracking ARR, NRR, CAC/LTV, and unit economics across all customer segments
- Drive product-level and segment-level P&L analysis, surfacing ARR performance to inform pricing & packaging, EPD investment, and go-to-market decisions
- Partner with the accounting and rev rec teams to ensure our forecast methodology aligns with actuals and ensures long-term scalability
- Lead the development of an enterprise-grade FP&A infrastructure, including planning tooling and reporting automation that gives the business real-time visibility into performance and variance
- Lead and develop a high-performing FP&A team, building career paths, instilling analytical standards, and creating a culture of precision and urgency
Requirements
What you’ll need- 10+ years of corporate finance experience, including at least 4 years in a senior FP&A leadership role in a high-growth B2B SaaS environment at scale ($300M+ ARR or equivalent)
- Deep understanding of SaaS unit economics: ARR, NRR, GRR, CAC, LTV, payback periods, S&M efficiency, Rule of 40, and the ability to model and communicate these fluently at the executive level
- Proven ability to build and lead FP&A functions to a mature, system-driven planning organization with strong process rigor and cross-functional credibility
- Exceptional financial modeling skills with the ability to operate at multiple altitudes
- Strong executive presence and communication skills; you can distill complex financial dynamics into clear, actionable narratives
- Experience owning a company-wide planning cycle, including annual operating plan, long-range plan, quarterly reforecasting, and board reporting
- Track record of building effective partnerships with GTM, Product, and Accounting leaders, bringing commercial judgment and a point of view, not just analysis
- Responsible for protecting Vanta and customer data in how your team operates and delivers results.
- Open to using AI to amplify your skills and strengthen your work - demonstrating curiosity, a willingness to learn, and sound judgment in applying AI responsibly to improve efficiency and impact.
Benefits
Comp & perks- Industry-competitive salary and equity
- Comprehensive medical, dental, and vision coverage, with 100% of employee-only benefit premiums covered for most medical plans
- 16 weeks paid Parental Leave for all new parents
- Health & wellness stipend
- Remote workspace, internet, and cellphone stipend
- Commuter benefits for team members who report to the SF and NYC office
- Family planning benefits
- Matching 401(k) contribution with immediate vesting
- Flexible PTO policy, plus 80 hours of Sick Time
- 11 company-paid holidays
- Virtual team building activities, lunch and learns, and other company-wide events!
