Senior Manager, Financial Planning & Analysis

Role Description

This is the founding FP&A hire at Bizee. The company runs today on a 4-person accounting team and has no FP&A function. You will build that function from the ground up:

• Designing the budgeting and forecasting process
• Building the financial models
• Producing board-ready reporting
• Shaping the FP&A tech stack as we complete our NetSuite implementation and evaluate planning tools such as Vena, Pigment, or Mosaic

This is a hands-on, individual-contributor role. You own the work; you don’t delegate it. We need someone with the seniority to operate independently from day one, the discipline to bring structure where none exists, and the SaaS finance fluency to model a subscription business under ASC 606 correctly the first time. You will also flex into the accounting team during month-end close — not running close, but supporting it where an extra senior pair of hands and a sharp analytical eye shorten the cycle and tighten the numbers.

• 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, owning or co-owning specific workstreams — flux analysis, revenue and deferred revenue review, accrual reasonableness, and variance commentary.
• 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, bringing a strong point of view on the right planning platform for our scale.
• Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models.
• Translate complex financial analysis into clear, actionable recommendations for the executive team and board.

Qualifications

• 8+ years of FP&A, corporate finance, or strategic finance experience, with at least 4 years at a SaaS or subscription company.
• Proven ability to operate independently and stand up processes from scratch.
• Strong working knowledge of ASC 606 revenue recognition.
• Comfort working inside a month-end close cycle.
• Fluency in core SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback period, magic number, rule of 40).
• Expert-level financial modeling in Excel or Google Sheets.
• SQL fluency and experience working out of a cloud data warehouse (Snowflake preferred).
• Experience producing board-ready reporting and presenting to executive audiences.
• 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).
• Excellent written and verbal communication in English.
• Bachelor's degree in finance, accounting, economics, or a related field. MBA, CPA, CFA, or equivalent credential is a plus.

Nice to Have

• 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.