Remote SaaS FP&A Lead — AI Forecasting & Tableau

Bell & Associates, Inc.; Illinois; On-site; USD 100,000 - 140,000; Full time

Job summary

Bell & Associates, Inc. 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. This role requires expertise in SaaS industry dynamics and financial modeling, along with proficiency in tools like Tableau and AI technologies. Responsibilities include ownership of financial forecasts, data-driven decision making, and automation of reporting processes. Candidates should have a Bachelor's degree in Finance and at least 5 years of relevant experience, thriving in fast-paced environments.

Qualifications

• 5+ years of FP&A experience in a SaaS business.
• Strong command of SaaS unit economics and cohort analysis.
• Proven skills in financial modeling and forecasting.

Responsibilities

• Ownership of annual operating plans and financial models.
• Development of executive-level Tableau dashboards.
• Variance analysis and clear identification of root causes.

Skills

SaaS industry experience

Salesforce

Tableau

Financial modeling

AI tools proficiency

Strong communication

Education

Bachelor’s degree in Finance or related field

MBA or CPA preferred

Tools

Tableau

Snowflake

Power BI

ERP systems like NetSuite or Certinia

Job description

Bell & Associates, Inc. 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. This role requires expertise in SaaS industry dynamics and financial modeling, along with proficiency in tools like Tableau and AI technologies. Responsibilities include ownership of financial forecasts, data-driven decision making, and automation of reporting processes. Candidates should have a Bachelor's degree in Finance and at least 5 years of relevant experience, thriving in fast-paced environments.