Note: The job is a remote job and is open to candidates in USA. BS&A Software is a private-equity-backed SaaS company seeking a Manager of Financial Planning & Analysis with strong Business Intelligence capabilities. This role focuses on financial forecasting, performance transparency, and data-driven decision-making to drive growth and efficiency within the organization.

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

• Proven FP&A experience in a SaaS business
• 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
• Clear, confident communicator capable of influencing senior leaders and investors
• Comfortable operating in ambiguous, high-expectation, deadline-driven environments
• Payments, fintech, or transaction-based revenue experience strongly preferred
• MBA or CPA preferred

Company Overview