Manager of Financial Planning & Analysis (FP&A)

We are seeking a Manager of Financial Planning & Analysis with strong Business Intelligence capabilities to serve as a strategic finance partner in a private-equity-backed SaaS company with an embedded payments business. This role owns forecasting accuracy, performance transparency, and insight generation across the organization.

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

• 401k Matching
• Retirement Plan
• Generous Paid Time Off
• Health insurance
• Stock options