Manager, Financial Planning & Analysis and Business Intelligence
Location: Remote (Eastern or Central Time Zones); periodic travel to Lansing, MI
Reports to: Chief Financial Officer
Employment Type: Full-Time
The Role
We are seeking a Manager of FP&A 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. You will shape the financial narrative, build scalable analytics, and equip leadership with data to drive growth, margin expansion, and capital efficiency.
This is a hands-on role for a finance leader who thrives in fast-paced, investor-driven environments and expects to be measured by outcomes, not activity. The role is also expected to leverage modern AI tools to accelerate analysis, improve forecasting accuracy, automate reporting, and enhance executive decision support.
What You'll Own
- 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
What We're Looking For
- 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
Success in the First 6-12 Months
First 90 Days
- Establish credibility as the owner of the financial model, forecast, and performance narrative
- Develop a deep understanding of SaaS and payments economics, revenue flows, and key business drivers
- Deliver a clean, investor-ready forecast with clear assumptions, sensitivities, and risks
- Assess FP&A, BI, and reporting processes; identify gaps and improvement opportunities
- Take ownership of existing Tableau dashboards and improve clarity, accuracy, and executive usability
By 6 Months
- Partner with the CFO on the creating of the annual operating plan and rolling forecast with improved accuracy and accountability
- Deliver a scalable FP&A and BI framework providing real-time visibility into SaaS and payments performance
- Implement standardized reporting for core SaaS and payments KPIs
- Produce board- and investor-ready reporting with minimal iteration
- Build advanced Tableau dashboards enabling executive self-service insights
- Integrate AI-assisted workflows to improve speed, accuracy, and insight generation
- Identify and quantify margin improvement and growth optimization opportunities
By 12 Months
- Transition to full ownership on the creation of the annual operating plan and rolling forecasts.
- Operate as a trusted strategic partner to the CFO and executive team
- Drive measurable improvements in forecast accuracy, reporting timeliness, and decision quality
- Institutionalize best-in-class FP&A and BI processes, including automation and predictive analytics
- Embed AI-enabled FP&A practices into core workflows and decision support
- Support value-creation initiatives tied to revenue growth, margin expansion, and capital efficiency
- Be recognized internally and by investors as the owner of financial insight and performance transparency
Why This Role
- Direct exposure to executive leadership, board members, and investors
