Head of FP&A (Remote)

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Manager, FP&A

Reports To: Manager, Financial Planning & Analysis (FP&A)

As Manager of FP&A,you’ll play a pivotal role in shaping how the business understands performance, plans for the future, and makes informed decisions. You’ll partner closely with leaders across the organization, translate complex financial data into clear insights, and help evolve how modern FP&A teams use analytics and AI to drive smarter, faster outcomes.

This role is ideal for someone who enjoys combining financial rigor with curiosity, collaboration, and innovation.

Lead core FP&A activities, includingannual budgeting, rolling forecasts, andlong‑rangefinancial planning.

identifytrends, risks, and opportunities, and communicate drivers in a concise, actionable way.

Partner with business leaders to supportdecision‑makingthrough scenario modeling, financial analysis, and performance tracking.

LeverageSQL and Power BIto analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.

Help define and evolve how the FP&A function usesautomation, advanced analytics, andAI‑enabledtoolsto improve efficiency, accuracy, and insight generation.

Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

Experience in FP&A, finance, or a related analytical role, with exposure tobudgeting, forecasting, and variance analysis.

4-6 years of progressive FP&A experience, with at least 2 years in a SaaS technology business

Strong analytical skills, with experience usingSQLto query data andPower BI(or similar tools) to create dashboards and visualizationsa plus.Comfortable with large datasets and loves digging into data

Export‑level financial modeling skills – you build models from scratch andhave experience with FP&A systems

Comfort translating complex financial concepts into clear, relevant insights for non ‑ finance partners.

Interest in and curiosity aboutAI and emerging technologies, with a desire to help shape how they are responsibly and effectively applied within FP&A.

with Operations, Product, Sales, or Technology teams).

FP&A is central to how the organization understands its performance and plans forwhat’snext. In this role,you’llhelp leadership make informed decisions, bring clarity to complexity, and influence how the finance function evolves—particularly asdata, automation, and AI reshape the FP&A landscape.

Accounting and Finance

Operations and Business Unit Leaders

Data, Analytics, and Technology partners

Room to innovate, improve processes, and explore responsible use of AI in finance

Strong business partnerships built on credibility and collaboration

Improved efficiency and insight through better use of data, tools, and automation

and this role is eligible for remote work from the following states: If you live outside these states, unfortunately we’re not able to consider your application at this time.

Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform.

Built on an award‑winning, cloud‑native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose‑built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long‑term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.

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