Manager of Financial Planning & Analysis (FP&A) (SaaS)

TL;DR

Manager of Financial Planning & Analysis (FP&A) (SaaS): Own end-to-end annual operating plans, long-range financial models, rolling forecasts, and BI dashboards with an accent on SaaS/payments metrics, unit economics, and AI-enabled analytics. Focus on financial modeling for growth initiatives, variance analysis, executive reporting, and scalable processes for performance transparency and decision support.

Location: Remote (Eastern or Central Time Zones); periodic travel to Lansing, MI

Company

Private-equity-backed SaaS company with an embedded payments business.

What you will do

• Own end-to-end annual operating plans, long-range financial models, and rolling forecasts
• Build financial models to evaluate growth initiatives, pricing strategies, payments economics, and capital allocation
• Analyze core SaaS and payments metrics including ARR, MRR, churn, NRR, LTV/CAC, payment volume, and take rate
• Develop and maintain executive-level Tableau dashboards for real-time performance visibility
• Prepare board-ready reporting, quarterly presentations, and ad-hoc investor analysis
• Perform variance analysis, identify root causes, risks, and corrective actions
• Drive continuous improvement in FP&A, reporting, and BI processes using automation, advanced analytics, and AI tools
• Partner with Product, Sales, Payments, and Operations leaders to influence decisions through data

Requirements

• Proven FP&A experience in a SaaS business; payments, fintech, or transaction-based revenue 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 ownership of financial models and forecasts
• Advanced Tableau skills with hands-on dashboard development (non-negotiable)
• Experience in modern data environments (Snowflake, Power BI, Looker)
• Proficiency using AI tools (Claude, Microsoft Copilot) for financial analysis, modeling, and reporting
• Strong financial modeling skills; experience with ERP systems (NetSuite, Certinia)
• Bachelor’s degree in Finance, Accounting, Economics, or related; MBA or CPA preferred

Nice to have

• Clear, confident communication to influence senior leaders and investors
• Comfort in ambiguous, high-expectation, deadline-driven environments

Culture & Benefits

• Hands-on role in fast-paced, investor-driven environment measured by outcomes
• Direct exposure to executive leadership, board members, and investors
• Opportunity to shape financial narrative and drive growth, margin expansion, capital efficiency