FP&A Manager

Clearwater Analytics, LLC; Chicago (IL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking an experienced FP&A Manager to join our global finance team. The role supports strategic planning, analysis, and decision-making in a fast-paced SaaS environment.

You will partner with business units to understand drivers of cost and revenue, manage forecasting and budgeting, and deliver monthly and quarterly reporting with actionable insights to executive leadership. Ideal candidates have 9+ years in FP&A or SaaS finance, strong Excel modeling and BI skills

Qualifications

• 9+ years in FP&A or related roles with SaaS metrics.
• Proven ability to build complex financial models for SaaS businesses.
• Excellent Excel modeling and data visualization skills.
• Familiarity with ERP systems (Intacct, NetSuite) and planning tools.

Responsibilities

• Partner with business unit leaders to understand cost drivers and revenue trends.
• Lead annual, long-range, budgeting, and rolling forecasts.
• Own monthly and quarterly financial reporting and analytics packages.
• Perform qualitative financial analysis of KPIs and advise on operational impact.
• Drive process improvements and cross-functional collaboration.

Skills

SaaS metrics

Financial modeling

Excel expert

Power BI

Tableau

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

Power BI

Tableau

Intacct

NetSuite

Adaptive Insights

Job description

About the company

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $10 trillion in assets across thousands of accounts daily. Our 2500+ clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as global and regional asset managers, insurers, hedge funds and corporate and government cash clients and many others, streamline their investment and accounting operations. Recently in 2025, Clearwater acquired Enfusion, Inc. and Beacon Platform Inc. to further its mission of becoming the world's most trusted comprehensive investment accounting solution.

About the role

Clearwater is seeking an experienced FP&A Manager to join our global Financial Planning & Analysis (FP&A) team. The FP&A Manager will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.

Key Responsibilities

• Financial Partnership and Strategy: Serve as the primary finance partner for business unit leaders to understand cost drivers and revenue trends, provide strategic financial input and leadership on issues affecting the organization
• Planning and Analysis: Lead and manage all financial planning and analysis processes for the business, including annual planning, long-range planning, budgeting, and rolling forecasts - while continuously questioning assumptions and stress-testing the model.
• Reporting and Insights: Own the preparation of monthly and quarterly financial reporting and analytics packages. Consolidate and report on business activities, translating complex financial data into clear, concise, and actionable insights for business leaders and executive leadership.
• Performance Management: Perform qualitative financial analysis of key performance indicators (KPIs), apply financial modeling to generate insights into business performance, and advise on the financial impact of operational decisions. Proactively surface issues, spot patterns others miss, and recommend actions to improve financial performance before being asked.
• Process Improvement: Drive continuous improvement, standardization, and simplification of financial processes and reporting. Build scrappy solutions when needed, then scale them - with accuracy and attention to detail in a fast-paced environment.
• Cross-Functional Collaboration: Actively participate in cross-functional initiatives to establish robust measurement and monitoring practices. Collaborate closely with IT, Data, and other finance teams to align system capabilities with business goals. Lead and manage a team of junior analysts within the FP&A team. Collaborate with Accounting to ensure alignment between actuals and forecasts.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 9+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).
• Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).
• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.
• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.
• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.
• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.

Salary Range

Salary Range $100,000.00 - $140,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits and Perks

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

EEO/DEI Statement

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Company Overview

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Closing

Thank you for your interest in a career with Clearwater!