FP&A Manager

BetterUp; Chicago (IL); Hybrid; USD 129,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible PTO

Learning & Development stipend

Company breaks

Volunteer Days

401(k) plan

Job summary

BetterUp in Chicago is seeking an FP&A Manager to lead planning, forecasting, and financial analysis across R&D and G&A. You will partner with VPs and C‑level leaders to inform resource allocation and strategic decisions.

The role emphasizes advanced modeling, KPI discipline (LTV/CAC, Rule of 40), automation, and scalable processes, with hybrid work and travel up to 25%.

Qualifications

• 5+ years of FP&A experience in high-growth SaaS or technology companies.
• Direct partnership with VP/C-level executives on strategic planning and decision-making.
• Advanced financial modeling and analytical skills with Excel or Google Sheets.
• Experience with FP&A systems such as Abacum, Anaplan, Adaptive, etc. and BI tools like Looker.
• Deep understanding of SaaS metrics (LTV/CAC, Rule of 40, unit economics).
• Experience navigating business model transitions such as single product to platform/multi-product evolution.
• IPO readiness or pre-IPO experience including building financial rigor and investor-grade processes.
• Experience helping companies shift from growth to profitability, including margin expansion initiatives and path-to-profitability modeling.
• Consultative approach with structured problem-solving and executive communication skills.
• Experience implementing AI/automation in financial processes or analytics.
• Track record of building scalable financial processes and frameworks.
• Bias for action and ownership with ability to thrive in ambiguity.

Responsibilities

• Serve as trusted financial advisor to VP and C‑level leaders across R&D and G&A, guiding resource allocation and investment decisions.
• Lead monthly forecast reviews, translating performance into actionable insights and priority recommendations.
• Anticipate business needs by monitoring organizational shifts and market dynamics, proactively surfacing financial implications.
• Own end‑to‑end financial planning, including forecasting, budgeting, multi‑year planning, and budget‑vs‑actuals analysis with clear variance insights.
• Drive disciplined expense planning to ensure investments align with strategy and deliver measurable ROI.
• Build advanced financial models with scenario, sensitivity, and probabilistic analysis to support key decisions.
• Partner cross‑functionally to align on metrics, definitions, reporting, and maintain consistent KPI frameworks (LTV/CAC, Rule of 40, unit economics).
• Design executive dashboards and translate complex data into clear narratives for financial and non‑financial audiences.
• Challenge assumptions in business cases to ensure decisions rely on realistic projections and sound financial logic.
• Build scalable FP&A processes and systems, leveraging automation, AI, and standardized methodologies to improve accuracy, reduce manual work, and enable self‑service analytics.

Skills

FP&A experience

Forecasting & budgeting

Advanced financial modeling

Excel / Google Sheets

Abacum / Anaplan / Adaptive

Looker / BI tools

SaaS metrics knowledge

Executive stakeholder management

AI / automation in finance

Tools

Abacum

Anaplan

Adaptive

Looker

Job description

FP&A Manager

As a FP&A Manager on the team, you’ll play a critical role in driving financial visibility and strategic decision‑making across the business. You will partner closely with business leaders to inform forecasting, planning, and resource allocation, bringing structure, clarity, and insight to a fast‑moving, mission‑driven organization.

What You’ll Do

• Serve as a trusted financial advisor to VP and C‑level leaders across R&D and G&A, guiding resource allocation and investment decisions.
• Lead monthly forecast reviews, translating performance into actionable insights and priority recommendations.
• Anticipate business needs by monitoring organizational shifts and market dynamics, proactively surfacing financial implications.
• Own end‑to‑end financial planning, including forecasting, budgeting, multi‑year planning, and budget‑vs‑actuals analysis with clear variance insights.
• Drive disciplined expense planning to ensure investments align with strategy and deliver measurable ROI.
• Build advanced financial models with scenario, sensitivity, and probabilistic analysis to support key decisions.
• Partner cross‑functionally to align on metrics, definitions, reporting, and maintain consistent KPI frameworks (LTV/CAC, Rule of 40, unit economics).
• Design executive dashboards and translate complex data into clear narratives for financial and non‑financial audiences.
• Challenge assumptions in business cases to ensure decisions rely on realistic projections and sound financial logic.
• Build scalable FP&A processes and systems, leveraging automation, AI, and standardized methodologies to improve accuracy, reduce manual work, and enable self‑service analytics.

Qualifications

• 5+ years of FP&A experience in high‑growth SaaS or technology companies.
• Direct partnership with VP/C‑level executives on strategic planning and decision‑making.
• Advanced financial modeling and analytical skills with Excel or Google Sheets.
• Experience with FP&A systems such as Abacum, Anaplan, Adaptive, etc. and BI tools like Looker.
• Deep understanding of SaaS metrics (LTV/CAC, Rule of 40, unit economics).
• Experience navigating business model transitions such as single product to platform/multi‑product evolution.
• IPO readiness or pre‑IPO experience including building financial rigor and investor‑grade processes.
• Experience helping companies shift from growth to profitability, including margin expansion initiatives and path‑to‑profitability modeling.
• Consultative approach with structured problem‑solving and executive communication skills.
• Experience implementing AI/automation in financial processes or analytics.
• Track record of building scalable financial processes and frameworks.
• Bias for action and ownership with ability to thrive in ambiguity.

Hybrid Work Policy & Hub Locations

BetterUp is a hybrid company that values in‑person collaboration.

• Hybrid expectation: You will be expected to work from your local office at least 2 days per week (or 8 days per month) and should be able to realistically commit to this structure before applying. This hybrid role will require travel up to 25% of the time for client engagements.
• If you are not located near a hub: You will work as a fully remote employee. This remote role will require travel up to 50% of the time for client engagements and internal BetterUp purposes.

US hub locations include Austin, TX; New York City, NY; San Francisco, CA; and the Arlington, VA.

Europe hub locations include London, UK and Amsterdam, NL.

Benefits

• Access to BetterUp coaching; one for you and one for a friend or family member.
• A competitive compensation plan with opportunity for advancement.
• Medical, dental, and vision insurance.
• Flexible paid time off.
• Per year:
• All federal/statutory holidays observed.
• 4 BetterUp Inner Workdays.
• 5 Volunteer Days to give back.
• Learning and Development stipend.
• Company wide Summer & Winter breaks.
• Year‑round charitable contribution of your choice on behalf of BetterUp.
• 401(k) self contribution.

Salary Range

Base salary is determined by job‑related experience, education/training, residence location, and market indicators.

Location‑specific ranges:

• New York City, San Francisco: $144,000 – $180,000.
• Austin, Washington D.C. or any other location: $129,000 – $162,000.

Equal Employment Opportunity Statement

BetterUp Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, disability, genetics, gender, sexual orientation, age, marital status, veteran status. In addition to federal law requirements, BetterUp Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Privacy Notice

Protecting your privacy and treating your personal information with care is very important to us, and central to the entire BetterUp family. By submitting your application, you acknowledge that your personal information will be processed in accordance with our Applicant Privacy Notice. If you have any questions about the privacy of your personal information or your rights with regards to your personal information, please reach out to [e-mail].