Manager of Financial Planning & Analysis (FP&A)

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