FP&A Manager

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

Benefits offered by this job

Health insurance

Vision & dental coverage

401(k)

PTO

Parental leave

Job summary

Clearwater Analytics is seeking an experienced FP&A Manager to join our global Financial Planning & Analysis team. In a fast-paced SaaS environment, you will partner with business units to drive growth, optimize financial performance, and support strategic decision-making.

You will lead planning and forecasting processes, own monthly/quarterly reporting, build complex models, mentor junior analysts, and collaborate with IT and data teams to align systems with business goals.

Qualifications

• 9+ years of FP&A experience in SaaS or tech industries.
• Strong expertise in SaaS metrics (ARR, NRR, GRR, churn).
• Experience building complex financial models and dashboards.

Responsibilities

• Serve as the primary finance partner for business unit leaders to drive strategic planning and cost optimization.
• Lead annual, long-range, and rolling forecast processes; stress-test assumptions.
• Own monthly/quarterly reporting and translate data into actionable insights for executives.
• Mentor junior analysts and collaborate with IT and Data teams on system alignment.
• Drive process improvements and standardization of FP&A workflows.

Skills

Strategic finance

Financial planning & analysis

SaaS metrics

Leadership

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree in Finance/Accounting/Economics

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) is a plus.

Salary Range

$100,000.00 - $140,000.00

For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. 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.