FP&A Manager $130-180k plus bonus

Bell & Associates, Inc.; Detroit (MI); Remote; USD 120,000 - 180,000; Full time

Job summary

Bell & Associates, Inc. is seeking a Manager of FP&A with strong BI capabilities to be a strategic finance partner in a fast-paced, PE-backed SaaS company with embedded payments.

You will own forecasting, performance transparency, and data-driven insights to drive growth, margin expansion, and capital efficiency. This hands-on role requires AI-enabled forecasting and executive-level reporting.

Qualifications

• Proven FP&A experience in a SaaS business with forecasting and modeling.
• Strong command of SaaS unit economics and growth levers.
• Experience with AI tools to enhance analytics and reporting.

Responsibilities

• Own annual operating plans, long-range financial models, and rolling forecasts.
• Model growth initiatives, pricing, payments economics, and capital allocation decisions.
• Report SaaS and payments metrics (ARR, MRR, churn, LTV/CAC, take rate).
• Develop executive dashboards in Tableau for real-time performance visibility.
• Prepare board-ready reports and ad-hoc investor analyses.
• Perform variance analysis with root-cause identification and action plans.
• Automate reporting and forecasting with AI-enabled tools.
• Partner with Product, Sales, Payments, and Ops to influence decisions through data.

Skills

FP&A experience

SaaS industry knowledge

Executive communication

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Tableau

Power BI

Looker

Snowflake

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