FP&A Manager $130-180k plus bonus

Bell & Associates, Inc.; Chicago (IL); Remote; USD 120,000 - 190,000; Full time

Job summary

Bell & Associates, Inc. is seeking a Manager of FP&A to partner with senior leadership in a private-equity-backed SaaS company with an embedded payments business.

The role owns forecasting, performance transparency, and analytics, shaping the financial narrative and delivering insights to drive growth and margin expansion. You will supervise planning processes, build scalable BI using Tableau and other tools, and leverage AI-enabled forecasting to automate reporting and improve decision support

Qualifications

• 5+ years of FP&A, analytics, or PE/VC operating experience.
• Experience with SaaS unit economics and cohort analysis.
• Advanced Tableau dashboard development is required.

Responsibilities

• Own annual operating plans and rolling forecasts end-to-end.
• Model growth initiatives, pricing, payments economics, and capital allocation.
• Report on ARR, MRR, churn, LTV/CAC, and other SaaS metrics.
• Develop executive Tableau dashboards with real-time performance insights.
• Prepare board materials and ad-hoc investor requests.
• Automate FP&A and BI processes using AI-enabled forecasting.

Skills

SaaS FP&A

Salesforce experience

Tableau skills

AI tools use

Financial modeling

Independent worker

Strong communicator

Education

Bachelor's in Finance/Accounting/Economics

MBA or CPA preferred

Tools

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