Strategic FP&A Manager — SaaS Growth & Insight

BetterUp; San Francisco (CA); Hybrid; USD 144,000 - 180,000; Full time

Benefits offered by this job

Coaching and development

Competitive compensation plan

Medical, dental, and vision insurance

Flexible paid time off

Learning and Development stipend

Company wide breaks and volunteer days

401(k) self contribution

Job summary

BetterUp is seeking an experienced FP&A Manager to drive financial visibility and strategic decision-making across the business. You will partner with VP/C-level executives to forecast, plan, and allocate resources, delivering structured insights to a fast-moving, mission-driven organization.

In this high-impact role, you will transform data into actionable narratives, build scalable financial processes, and lead end-to-end planning with automation and AI-enabled analytics to support sustainable

Qualifications

• 5+ years of FP&A experience in high-growth SaaS or technology companies.
• Direct partnership with VP/C-level executives on strategic planning and decision-making.
• Advanced financial modeling and analytical skills with Excel/Google Sheets.
• Experience with FP&A systems (such as Abacum, Anaplan, Adaptive) and BI tools (Looker).
• Deep understanding of SaaS metrics (LTV/CAC, Rule of 40, unit economics).
• Experience navigating business model transitions such as single product to platform/multi-product evolution.
• IPO readiness or pre-IPO experience including building financial rigor and investor-grade processes.
• Experience helping companies shift from growth to profitability, including margin expansion initiatives and path-to-profitability modeling.
• Consultative approach with structured problem-solving and executive communication skills.
• Experience implementing AI/automation in financial processes or analytics.
• Track record of building scalable financial processes and frameworks.
• Bias for action and ownership with ability to thrive in ambiguity.

Responsibilities

• Serve as a trusted financial advisor to VP and C-level leaders across R&D and G&A, guiding resource allocation and investment decisions.
• Lead monthly forecast reviews, translating performance into actionable insights and priority recommendations.
• Anticipate business needs by monitoring organizational shifts and market dynamics, proactively surfacing financial implications.
• Own end-to-end financial planning, including forecasting, budgeting, multi-year planning, and budget-vs-actuals analysis with clear variance insights.
• Drive disciplined expense planning to ensure investments align with strategy and deliver measurable ROI.
• Build advanced financial models with scenario, sensitivity, and probabilistic analysis to support key decisions.
• Partner cross-functionally to align on metrics, definitions, reporting, and maintain consistent KPI frameworks (LTV/CAC, Rule of 40, unit economics).
• Design executive dashboards and translate complex data into clear narratives for financial and non-financial audiences.
• Challenge assumptions in business cases to ensure decisions rely on realistic projections and sound financial logic.
• Build scalable FP&A processes and systems, leveraging automation, AI, and standardized methodologies to improve accuracy, reduce manual work, and enable self-service analytics.

Job description

BetterUp is seeking an experienced FP&A Manager to drive financial visibility and strategic decision-making across the business. You will partner with VP/C-level executives to forecast, plan, and allocate resources, delivering structured insights to a fast-moving, mission-driven organization.

In this high-impact role, you will transform data into actionable narratives, build scalable financial processes, and lead end-to-end planning with automation and AI-enabled analytics to support sustainable