Note: The job is a remote job and is open to candidates in USA. Bizee is a leading SaaS company serving small businesses, helping entrepreneurs launch and grow their businesses. The Senior Manager, Financial Planning & Analysis will build the FP&A function from the ground up, designing budgeting processes, building financial models, and producing board-ready reporting.
Responsibilities
- Lead the annual budget and quarterly reforecast processes end-to-end
- Build and maintain the company's integrated SaaS financial model: bookings, billings, ASC 606 recognized revenue, deferred revenue waterfall, expenses, cash flow, headcount, and SaaS KPIs (ARR, NRR, GRR, CAC, LTV, payback)
- Flex into the accounting team to support month-end close. You will not run close, but you will own or co-own specific workstreams — flux analysis, revenue and deferred revenue review, accrual reasonableness, and variance commentary — and help shorten the cycle. Clean handoffs between actuals, forecast, and revenue recognition under ASC 606 are part of this
- Produce monthly board reporting, executive dashboards, and variance analysis with clear narrative around the numbers
- Partner with leaders across Marketing, Product, Operations, and Customer Success to set targets, review performance, and inform investment decisions
- Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI, and scenario planning
- Recommend, implement, and own the FP&A tech stack. We expect you to bring a strong point of view on the right planning platform for our scale (we are evaluating Vena and peers post-NetSuite go-live)
- Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models. Bizee is an AI-forward company and we expect — borderline demand — that you actively use AI to leverage and optimize your work
- Translate complex financial analysis into clear, actionable recommendations for the executive team and board
Skills
- 8+ years of FP&A, corporate finance, or strategic finance experience, with at least 4 years at a SaaS or subscription company
- Time at a senior individual contributor or manager level is required; you should have already led an annual planning cycle and produced board materials yourself
- Proven ability to operate independently and stand up processes from scratch. This is not a role for someone who needs an existing playbook
- Strong working knowledge of ASC 606 revenue recognition: how to model recognized vs. billed revenue, deferred revenue, and the bookings-to-revenue bridge
- Comfort working inside a month-end close cycle: reviewing JEs and accruals for reasonableness, running flux and variance analysis, and partnering with accounting to tighten the cycle
- Fluency in core SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback period, magic number, rule of 40) and how they connect to the P&L and cash
- Expert-level financial modeling in Excel or Google Sheets, including three-statement and operating models
- SQL fluency and experience working out of a cloud data warehouse (Snowflake preferred; BigQuery, Redshift, or Databricks also relevant)
- Experience producing board-ready reporting and presenting to executive audiences with clarity and confidence
- Comfort with NetSuite (or a similar ERP) as a system of record
- Exposure to FP&A planning tools such as Vena, Pigment, Mosaic, Anaplan, Workday Adaptive Planning, Planful, Cube, or Datarails
- Active, daily user of AI tools (Claude, ChatGPT, Copilot, or similar) for analysis, modeling, and writing
- Excellent written and verbal communication in English; able to make complex things simple
- Bachelor's degree in finance, accounting, economics, or a related field
- Prior experience as a first or early FP&A hire at a private, profitable, growth-stage SaaS company
- Background in SMB SaaS, vertical SaaS, online business services, or fintech
- Experience partnering with a small accounting team during a NetSuite implementation
- Experience standing up FP&A reporting on top of a newly implemented data warehouse
Company Overview