Manager, Financial Planning & Analysis and Business Intelligence
Location: Remote (Eastern or Central Time Zones); periodic travel to Lansing, MI
Reports to: Chief Financial Officer
Employment Type: Full-Time
The Role
We are 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 with an embedded payments business. This role owns 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.
This is a hands-on role for a finance leader who thrives in fast-paced, investor-driven environments and expects to be measured by outcomes, not activity. The role is also expected to leverage modern AI tools to accelerate analysis, improve forecasting accuracy, automate reporting, and enhance executive decision support.
What You’ll Own
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
What We’re Looking For
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
Comfortable operating in ambiguous, high-expectation, deadline-driven environments
Success in the First 6–12 Months
First 90 Days
Establish credibility as the owner of the financial model, forecast, and performance narrative
Develop a deep understanding of SaaS and payments economics, revenue flows, and key business drivers
Deliver a clean, investor-ready forecast with clear assumptions, sensitivities, and risks
Assess FP&A, BI, and reporting processes; identify gaps and improvement opportunities
Take ownership of existing Tableau dashboards and improve clarity, accuracy, and executive usability
By 6 Months
Partner with the CFO on the creating of the annual operating plan and rolling forecast with improved accuracy and accountability
Deliver a scalable FP&A and BI framework providing real-time visibility into SaaS and payments performance
Implement standardized reporting for core SaaS and payments KPIs
Produce board- and investor-ready reporting with minimal iteration
Build advanced Tableau dashboards enabling executive self-service insights
Integrate AI-assisted workflows to improve speed, accuracy, and insight generation
Identify and quantify margin improvement and growth optimization opportunities
By 12 Months
Transition to full ownership on the creation of the annual operating plan and rolling forecasts.
Operate as a trusted strategic partner to the CFO and executive team
Drive measurable improvements in forecast accuracy, reporting timeliness, and decision quality
Institutionalize best-in-class FP&A and BI processes, including automation and predictive analytics
Embed AI-enabled FP&A practices into core workflows and decision support
Support value-creation initiatives tied to revenue growth, margin expansion, and capital efficiency
Be recognized internally and by investors as the owner of financial insight and performance transparency
Why This Role
Direct exposure to executive leadership, board members, and investors