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COMPANY OVERVIEW

Nexio is a payments technology company based in Orem, Utah, dedicated to making payment processing simpler, smarter, and more transparent. We empower independent sales agents, payment partners, and the businesses they serve with innovative technology, reliable payment solutions, and personalized support. Our platform combines payment processing, AI-powered tools, and streamlined operations to help our partners navigate the complexities of payments and build lasting success. At Nexio, we believe great partnerships are built on trust, integrity, and a commitment to doing things the right way. We're bringing together talented people who want to solve meaningful challenges, embrace innovation, and make a real impact in an evolving industry. Join us as we continue building the future of payments—together! As we grow, we're looking for sharp, human-centered team members who value merit, execution, and accountability. We lead from the front, challenge the status quo, and take pride in doing meaningful work with people who care deeply about quality, integrity, and impact. ✳

ROLE SUMMARY

Nexio is seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A) to lead the company's financial planning, forecasting, business analytics, and decision-support functions as the organization continues to grow. The Director of FP&A will serve as a key strategic partner to executive leadership and department leaders, providing financial insight and analysis that supports business strategy, resource allocation, operational performance, and long-term growth. This position will own the company's budgeting, forecasting, and long-range financial planning processes, and will be responsible for developing a scalable FP&A function — including financial models, reporting frameworks, systems, and team capabilities — while translating complex financial and operational data into clear insights and recommendations that enable leadership to make informed business decisions. ✳

KEY RESPONSIBILITIES

Lead the Company's annual budgeting, rolling forecasting, and long-range financial planning processes, ensuring alignment with strategic and operational objectives. Develop and maintain comprehensive financial models, scenario analyses, and business cases to support strategic initiatives, investments, pricing decisions, resource allocation, and growth opportunities. Serve as a strategic financial advisor to executive leadership and department leaders, providing data-driven insights, recommendations, and financial guidance to support business decisions. Lead monthly and quarterly business performance reviews, identifying key trends, financial risks, opportunities, variances, and operational drivers. Develop financial forecasts and scenario models that evaluate potential business outcomes and support short- and long-term decision-making. Establish and monitor key financial and operational performance indicators, ensuring leadership has timely visibility into business performance. Oversee analysis of revenue, interchange, processing costs, operating expenses, profitability, P&L ratios, headcount, and other key business drivers. Partner with functional leaders to establish budgets, evaluate performance against financial targets, and improve financial accountability across the organization. Develop and deliver executive-level financial reporting, dashboards, presentations, and management reporting packages that clearly communicate business performance and financial outlook, including presentations for quarterly Board meetings. Identify financial and operational risks and opportunities and proactively recommend actions to executive leadership. Support strategic initiatives, including new products or services, pricing strategies, investments, partnerships, acquisitions, and other growth opportunities through financial modeling and analysis. Manage and oversee calculation, accuracy, and payment of commissions to both external partners and internal sales team. Partner with Settlement to ensure revenue and expenses are attributed to the appropriate merchants and partners, supporting accurate profitability analysis. Develop and continuously improve FP&A processes, systems, reporting capabilities, and financial planning tools to support scalability, accuracy, efficiency, and stronger business insight. Partner with Accounting and Finance leadership in producing month-end reporting, including commentary and variance analysis, and to ensure alignment between financial planning, reporting, and accounting activities. Establish FP&A standards, processes, and reporting methodologies across the organization. Build, lead, mentor, and develop the FP&A team as organizational needs evolve. Foster a culture of financial accountability and improve financial understanding among leaders throughout the organization. Perform additional financial analysis and strategic projects as needed to support executive leadership and Company objectives. ✳

QUALIFICATIONS

Required Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. 8+ years of progressive experience in financial planning and analysis, corporate finance, strategic finance, or a related discipline, including meaningful leadership experience. Demonstrated experience leading budgeting, forecasting, long-range planning, and financial analysis within a complex or growing organization. Strong understanding of financial statements, business performance drivers, financial modeling, forecasting methodologies, and corporate finance principles. Proven ability to translate complex financial and operational information into clear business insights and actionable recommendations. Demonstrated experience partnering with executives and senior business leaders on financial and strategic decisions. Experience leading, developing, or building high-performing finance teams. Advanced financial modeling and analytical skills, including advanced proficiency with Excel or Google Sheets. Experience working with financial, ERP, business intelligence, and analytical systems. Experience applying AI in the production, testing, and automation of FP&A tasks. Strong business acumen with the ability to understand both financial and operational drivers of organizational performance. Excellent written, verbal, presentation, and executive communication skills. Demonstrated ability to influence business decisions and collaborate effectively across departments and leadership levels. Ability to operate effectively in a fast-paced, growth-oriented environment while balancing strategic priorities with hands-on execution. High degree of judgment, integrity, attention to detail, and accountability. Preferred Qualifications MBA, CFA, CPA, or other relevant advanced degree or professional designation. Experience building or scaling an FP&A function within a growth-stage or mid-sized organization. Experience within the payments, fintech, financial services, technology, and/or SaaS industries. Experience with NetSuite, Domo, Salesforce, or similar financial and business intelligence platforms. Experience supporting executive leadership and/or Board-level financial reporting and presentations. ✳

WHAT SUCCESS LOOKS LIKE

Deliver the company's annual budget and rolling forecast on schedule, including orchestrating the planning process across departments. Build a scalable FP&A reporting framework — dashboards, KPIs, and monthly/quarterly business reviews — giving executive leadership timely, reliable visibility into performance. Establish FP&A as a trusted strategic partner to department leaders, with financial models and analysis directly informing major and routine business decisions (pricing, investment, or resourcing). ✳

COMPENSATION, BENEFITS + PERKS

This is a full-time, benefits-eligible position.

We offer the following benefits:

Competitive salary and discretionary bonuses Generous 401(k) match Health & Wellness Comprehensive and generous employer contribution towards: health, dental, and vision insurance Company-paid longer term disability Elective Life insurance, AD&D and short-term coverage HSA employer match HRA reimbursement for qualifying employees Employee Assistance Program Therapy for employee and immediate family members Free seminars and mental health support Complimentary in-office barber, nail technician and massage therapist Flexible PTO Paid holidays Paid Parental Leave Culture & Perks Catered lunches, activities, and office fun! Breakroom snacks for days! ✳

EQUAL OPPORTUNITY EMPLOYER

Nexio is an equal opportunity employer, meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under

Federal Employment Laws:

Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act Pay:

$150,000.00 - $195,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Parental leave Unlimited paid time off Vision insurance

Work Location:

In person