Senior FP&A Partner, NA Growth & AI Forecasting

IFS; Illinois; Hybrid; USD 120,000 - 160,000; Full time

Job summary

Ultimo, an IFS company, is seeking a senior FP&A partner to shape North American finance strategy within a fast-moving SaaS environment. You will lead forecasting, budgeting, and strategic analysis across Ultimo and FSI, partnering with regional leaders to drive pricing, hiring and investment decisions.

From day one you'll own visibility into projects, margins and services revenue recognition, while leveraging AI and automation to scale finance processes and accelerate growth across North

Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Economics or a related field.
• 7+ years of experience in FP&A, commercial finance or business partnering, ideally within SaaS and/or professional services.
• Strong financial modeling and analytical skills, with the ability to move confidently from detailed project economics to executive-level conversations.
• Based in the United States within the Eastern Time Zone, enabling real-time collaboration with NA leadership and European Finance.
• Advanced Excel skills, from complex financial modeling to efficient analysis and data handling.
• Solid understanding of professional services economics, including revenue recognition, utilization and margin drivers.
• Self-starter mindset: independent, challenges assumptions, and translates analysis into action.
• Curiosity about AI and automation, with interest in applying new tools to scale FP&A.

Responsibilities

• Lead forecasting and annual budgeting for North America across Ultimo and FSI.
• Build strong project-level reporting and provide clear insight into project margins and services revenue recognition.
• Drive utilization, capacity and resource planning for the services organization.
• Turn monthly performance data—revenue, ARR, gross margin, services margin and costs—into actionable business insight.
• Partner with North American leadership, Sales and Services on pricing, hiring, investment and other key decisions.
• Champion practical opportunities to use AI and automation to improve finance processes.

Skills

Financial modeling

Analytical skills

Executive communication

Self-starter

AI curiosity

Education

Bachelor's or Master's in Finance, Accounting, Economics

Tools

Advanced Excel

Job description

Ultimo, an IFS company, is seeking a senior FP&A partner to shape North American finance strategy within a fast-moving SaaS environment. You will lead forecasting, budgeting, and strategic analysis across Ultimo and FSI, partnering with regional leaders to drive pricing, hiring and investment decisions.

From day one you'll own visibility into projects, margins and services revenue recognition, while leveraging AI and automation to scale finance processes and accelerate growth across North