Strategic FP&A Manager: SaaS Analytics & AI (Remote)

Bell & Associates, Inc.; United States; Remote; USD 140,000 - 220,000; Full time

Job summary

Bell & Associates, Inc. is seeking a Manager of FP&A with strong BI to partner with a private-equity-backed SaaS company that includes an embedded payments business.

You will own forecasts, performance reporting, and data-driven decision support, building scalable analytics and executive dashboards while leveraging AI tools to accelerate analysis. Travel 3–4 days per month to Lansing, MI; Midwest preference for remote work.

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

SaaS industry experience

Salesforce experience

Tableau experience

Financial forecasting

AI tools familiarity

FP&A leadership

Data-driven decision making

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Snowflake

Power BI

Looker

NetSuite

Certinia

Claude / Copilot

Microsoft Copilot

Job description

Bell & Associates, Inc. is seeking a Manager of FP&A with strong BI to partner with a private-equity-backed SaaS company that includes an embedded payments business.

You will own forecasts, performance reporting, and data-driven decision support, building scalable analytics and executive dashboards while leveraging AI tools to accelerate analysis. Travel 3–4 days per month to Lansing, MI; Midwest preference for remote work.