Manager, Financial Planning & Analysis – FP&A
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Job Description
Manager of FP&A with strong Business Intelligence capabilities at private-equity-backed SaaS company. Shape financial narrative, build analytics to drive growth and capital efficiency.
Responsibilities:
- End-to-end ownership of annual operating plans, long-range financial models, and rolling forecasts
- Financial modeling to evaluate growth initiatives, pricing strategies, payments economics, and capital allocation decisions
- Reporting and analysis of core SaaS and payments metrics, including ARR, MRR, churn, net revenue retention, LTV/CAC, payment volume, and take rate
- Development and maintenance of executive-level Tableau dashboards providing real-time visibility into performance, trends, and risk
- Board-ready reporting and analysis, including quarterly board presentations and ad-hoc investor requests
- Variance analysis with clear identification of root causes, risks, and corrective actions
- Continuous improvement of FP&A, reporting, and BI processes through automation, advanced analytics, and AI-enabled forecasting
- Practical application of AI-assisted tools to improve efficiency across forecasting, scenario modeling, variance analysis, and executive reporting
- Partnership with Product, Sales, Payments, and Operations leaders to influence decision-making through data
Requirements:
- Proven FP&A experience in a SaaS business; payments, fintech, or transaction-based revenue experience strongly preferred
- Strong command of SaaS unit economics, cohort analysis, and growth levers
- 5+ years of progressive FP&A, analytics, or PE/VC operating experience, with demonstrated ownership of financial models and forecasts
- Advanced Tableau skills with hands-on dashboard development experience (non-negotiable)
- Experience working in modern data environments (e.g., Snowflake, Power BI, Looker)
- Experience or demonstrated proficiency using AI tools (e.g., Claude, Microsoft Copilot, or similar) to enhance financial analysis, modeling, reporting, and productivity
- Strong financial modeling skills with the ability to operate independently and perform under pressure
- Experience with ERP systems such as NetSuite or Certinia
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
- Clear, confident communicator capable of influencing senior leaders and investors
- Comfortable operating in ambiguous, high-expectation, deadline-driven environments
Benefits:
- Direct exposure to executive leadership, board members, and investors
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