FP&A Manager

CAI Software Careers Page; Utah; Hybrid; USD 120,000 - 170,000; Full time

Job summary

CAI Software is seeking an FP&A Manager to join our Finance team. You’ll be a senior member of a small, high‑visibility FP&A group, owning planning, forecasting, and analysis for one or more business units. You’ll partner directly with GMs and functional leaders and produce the numbers that go to our CFO, Board, and sponsor.

This is a hands‑on, story‑driven role. You’ll build models, own the story behind them, and help us modernize how FP&A works.

Qualifications

• 5+ years of progressive FP&A experience, ideally in SaaS or software with ownership
• Advanced Excel modeling skills; build driver-based models and explain every tab
• Hands-on experience with NetSuite for actuals, reporting, and data pulls

Responsibilities

• Own BU-level planning and forecasting: annual budget, quarterly reforecasts, monthly outlook
• Partner with business leaders translating drivers into P&L and cash impact
• Support monthly close and reporting; review actuals and resolve variances
• Maintain operating models: bookings/ARR, headcount/compensation, revenue/billings, EBITDA-to-cash
• Prepare Board and sponsor materials with concise, numbers-first analysis
• Support M&A and strategic initiatives: data translation and pro forma reporting
• Contribute to planning-system transformation from Excel to PBCS
• Apply AI tools to speed up analysis, commentary, reconciliation and reporting

Skills

FP&A experience

Excel modeling

NetSuite

Salesforce

Cross-functional partnership

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

NetSuite

Salesforce

Job description

CAI Software builds purpose-built solutions that help manufacturers, processors, and distributors accelerate performance. Our mission is to enable manufacturers to transform performance through a connected, AI-assisted ecosystem that delivers visibility, control, and continuous improvement. We bring the deep operational expertise and enterprise infrastructure to be a true long-term performance partner.

With 6,200+ active customers worldwide and a market-leading position in every vertical we serve, CAI combines 45+ years of industry expertise with modern AI-driven execution - helping businesses move faster, operate smarter, and perform at their peak. We work across 15+ industries and 10+ countries, guided by three values built into our name: Candor, Accountability, and Impact.

CAI Business Units and the Markets We Serve

CAI Software is organized into three business units: Graphic Communications, Process Manufacturing, and Discrete Manufacturing - aligned to the industries we serve. This structure keeps our teams close to customer needs while operating with the scale and support of a global software company.

Shared Services

This role is part of our Shared Services organization, which includes the functions that support all three CAI business units. This model enables deep industry focus at the BU level while delivering the scale, expertise, and operational strength of one unified company.

About the Role

CAI Software is seeking a FP&A Manager to join our Finance team. You’ll be a senior member of a small, high-visibility FP&A team, owning planning, forecasting, and analysis for one or more business units. You’ll partner directly with GMs and functional leaders and produce the numbers that go to our CFO, our Board, and our sponsor. This is a hands‑on role. You’ll build the models, own the story behind them, and help us modernize how FP&A works.

What You’ll Do

• Own BU-level planning and forecasting: annual budget, quarterly reforecasts, and monthly outlook for assigned business units, with clear bridges from budget to forecast to actuals
• Partner with business leaders: act as the finance voice to Department Leads like Sales, Services, and Product, translating drivers (bookings, renewals, headcount, pricing) into P&L and cash impact
• Support monthly close and reporting: review actuals, drive flux and BvA commentary, and work with Accounting to resolve variances and classification questions
• Support and maintain operating models: bookings and ARR, headcount and compensation, revenue and billings, and EBITDA-to-cash flow bridges
• Prepare Board and sponsor materials: produce accurate, concise, numbers‑first analysis for quarterly Board packs and ad hoc sponsor requests
• Support M&A and strategic initiatives: data translation, integration planning, and pro forma financial reporting for acquisitions
• Contribute to planning‑system transformation: help define processes, templates, and reporting as we move from Excel to PBCS
• Apply AI to how the team works: use AI tools to speed up analysis, commentary, reconciliation, and reporting, and help the team build repeatable, well‑controlled workflows

What We’re Looking For

Required

• 5+ years of progressive FP&A experience, ideally in SaaS or software, with 2+ years in a manager or senior analyst role with meaningful ownership
• Strong command of software metrics: ARR, bookings/ACV, renewals and churn, billings, deferred revenue
• Advanced Excel modeling skills; you can build a driver‑based model from scratch and explain every tab
• Hands‑on experience with NetSuite (or comparable ERP) for actuals, reporting, and data pulls
• Hands‑on experience with Salesforce for pipeline, bookings, and renewals data
• Proven cross‑functional partnership with Sales, Accounting, HR, and executive leadership
• Clear, concise communicator who can brief a CFO or Board member in a few sentences and back it up with the detail
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Preferred

• Experience in a PE‑backed environment, including sponsor reporting and lender or Board deliverables
• Experience with M&A, including diligence support, integration, and pro forma modeling
• Familiarity with multi‑entity, multi‑currency reporting
• Demonstrated use of AI in your finance workflow.

Why Join CAI

At CAI, we are building something that matters. With 6,200+ customers across 15+ industries and active investment in AI‑driven performance tools, we are positioned to define what the next generation of manufacturing software looks like — and we are building the team to lead that work.

Our four pillars define how we deliver for customers — and how we work:

• Built to Fit - Fits how your business runs so performance comes standard
• Built to Expedite - Speeds time to performance without heavy lifts or delays.
• Built to Deliver - AI turns action and insights into measurable performance.
• Built to Scale - Sustains and scales performance without disruption.

CAI Software is an "EEO/Veterans/Disabled employer."

CAI Softwareis an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation

CAI Softwareendeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at [e-mail] or send an e‑mail with your specific accommodation request.

Work Authorization

Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with theImmigration Reform and Control Act of 1986 (IRCA).

CAI Software will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Why Join CAI

At CAI, we are building something that matters. With 6,200+ customers across 15+ industries and active investment in AI‑driven performance tools, we are positioned to define what the next generation of manufacturing software looks like — and we are building the team to lead that work.

Our four pillars define how we deliver for customers — and how we work:

• Built to Fit - Fits how your business runs so performance comes standard
• Built to Expedite - Speeds time to performance without heavy lifts or delays.
• Built to Deliver - AI turns action and insights into measurable performance.
• Built to Scale - Sustains and scales performance without disruption.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.