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Senior Manager, Financial Planning – Analysis
Bizee powered by IncfileBuilding the FP&A function at Bizee, a leading SaaS company serving small businesses. Designing budgeting processes, financial models, and producing executive-level reports.
Tech Stack
Tools & technologiesAmazon RedshiftBigQueryCloudERPFluxSQL
About the role
Key responsibilities & impact- Build FP&A function from the ground up: designing budgeting and forecasting processes, financial models, and board-ready reporting.
- Lead annual budget and quarterly reforecast processes.
- Maintain integrated SaaS financial model: bookings, ASC 606 recognized revenue, deferred revenue waterfall, expenses.
- Flex into accounting team for month-end close support; own specific workstreams like flux analysis and revenue review.
- Produce monthly board reporting and executive dashboards with narrative analysis.
- Partner with cross-functional leaders to set targets and inform investment decisions.
- Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI.
- Recommend and implement FP&A tech stack, leveraging AI tools to optimize work.
Requirements
What you’ll need- 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. 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. MBA, CPA, CFA, or equivalent credential is a plus
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Bizee powered by Incfile Website LinkedIn All Job Openings 11 - 50 employees Founded 2004 🤝 B2B 💸 Finance B2B
- Finance
- Legal Bizee powered by Incfile is a company that specializes in assisting entrepreneurs in forming and managing their businesses. They offer a variety of business formation services including LLCs, S-Corporations, C-Corporations, and Nonprofits, while providing essential tools for business management such as virtual addresses, EINs, business licenses, and trademark registrations. Bizee also supports businesses with compliance services like registered agent services, annual reporting, and amendments. With a focus on making business formation easy and affordable, Bizee serves as a comprehensive service provider for startups and small businesses, guiding them from inception to growth with resources like tax consultations and bookkeeping support. Founded in 2004, Bizee commits to customer satisfaction with extensive support options and a strong industry reputation. Senior Manager, Financial Planning – Analysis 🔥 1 minute ago 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Build FP&A function from the ground up: designing budgeting and forecasting processes, financial models, and board-ready reporting.
- Lead annual budget and quarterly reforecast processes.
- Maintain integrated SaaS financial model: bookings, ASC 606 recognized revenue, deferred revenue waterfall, expenses.
- Flex into accounting team for month-end close support; own specific workstreams like flux analysis and revenue review.
- Produce monthly board reporting and executive dashboards with narrative analysis.
- Partner with cross-functional leaders to set targets and inform investment decisions.
- Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI.
- Recommend and implement FP&A tech stack, leveraging AI tools to optimize work. 🎯 Requirements
- 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. 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. MBA, CPA, CFA, or equivalent credential is a plus Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Regional Sales Manager – Industrial Equipment Finance 🔥 3 minutes ago Altius Search Group 1 - 10 🎯 Recruiter ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Regional Sales Manager developing relationships and providing financing solutions in Industrial Equipment. Targeting customers in Material Handling, Construction, CNC Equipment, and more. 🇺🇸 United States – Remote 💵 $70k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Regional Sales Manager – Equipment Finance 🔥 3 minutes ago Altius Search Group 1 - 10 🎯 Recruiter ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Regional Sales Manager in Equipment Finance with a focus on Northeast territory for small-ticket financing solutions. Managing vendor relationships and facilitating transactions in the equipment finance industry. 🇺🇸 United States – Remote 💵 $70k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Analyst, FP&A 🔥 46 minutes ago CVS Health 10,000+ employees ⚕️ Healthcare Insurance 🛒 Retail 🧘 Wellness Website LinkedIn All Job Openings Senior Analyst responsible for financial analysis of contracts at CVS Health. Transitioning work from Excel to Python to enhance efficiency and accuracy. 🇺🇸 United States – Remote 💵 $47k - $112.2k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior FP&A Analyst 🔥 1 hour ago Ledgebrook 51 - 200 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Senior FP&A Analyst at Ledgebrook driving capital management and financial planning across risk-bearing entities. High-visibility role requiring analytical depth and insurance expertise. 🇺🇸 United States – Remote 💰 Series B on 2024-09 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Client Representative 🔥 4 hours ago Franklin Templeton 5001 - 10000 💸 Finance 💳 Fintech 🤝 B2B Website LinkedIn All Job Openings Client Representative within Global Shareholder Services at Franklin Templeton. Delivering exceptional service and support to clients and advisors in a dynamic call center environment. 🇺🇸 United States – Remote 💵 $42k - $44k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs
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Hard Skills & Tools
financial modelingASC 606 revenue recognitionflux analysisvariance analysisSaaS metricsExcelSQLcloud data warehouseboard reportingfinancial forecasting
Soft Skills
independent operationcommunicationpresentation skillsanalytical thinkingcross-functional collaborationproblem-solvingnarrative analysisstrategic analysisclarityconfidence
Certifications
MBACPACFA