FP&A Manager $125-150k plus bonus

Bell & Associates, Inc.; Cleveland (OH); Hybrid; USD 100,000 - 130,000; Full time

Job summary

A leading executive recruiting firm in the Midwest is seeking a Manager of FP&A to partner strategically with finance in a SaaS environment. The role involves financial modeling, optimizing reporting, and leveraging AI tools for improved analysis and forecasting accuracy. Candidates must have significant FP&A experience within SaaS and strong skills in Tableau and Salesforce. This is a hands-on role that requires a clear communicator to work with leadership on financial insights.

Qualifications

• 5+ years of progressive FP&A, analytics, or PE/VC operating experience.
• Proven track record in SaaS businesses preferred.
• Strong ability to utilize AI tools for financial tasks.

Responsibilities

• Ownership of annual operating plans and financial models.
• Development of executive-level Tableau dashboards.
• Perform variance analysis and identify root causes.

Skills

FP&A expertise

SaaS economics

Tableau development

Financial modeling

AI tool proficiency

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or CPA

Tools

Salesforce

Tableau

Snowflake

Power BI

Looker

NetSuite

Certinia

Job description

Remote - Midwest preference - 3-4 days travel per month to Lansing, MI

***Candidates must have SaaS industry, Salesforce, and Tableau experience***

Our client is 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.

Responsibilities

• 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

Requirements

• 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

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

Bellsearchfirm.com

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas - Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management. We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.