Remote FP&A Leader for SaaS with Tableau & AI Insights

Bell & Associates, Inc.; Cleveland (OH); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Bell & Associates, Inc. is seeking a Manager of FP&A with strong BI capabilities to serve as a strategic finance partner in a fast-paced, investor-driven SaaS company with an embedded payments business.

You will own 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, while leveraging AI tools to

Qualifications

• 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

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

Skills

Forecasting

Financial modeling

Executive communication

Data analytics

AI tools

Stakeholder leadership

Education

Bachelor’s in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Tableau

Salesforce

Power BI

Looker

Snowflake

NetSuite

Certinia

Claude

Copilot

Job description

Bell & Associates, Inc. is seeking a Manager of FP&A with strong BI capabilities to serve as a strategic finance partner in a fast-paced, investor-driven SaaS company with an embedded payments business.

You will own 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, while leveraging AI tools to