Senior Manager, Financial Planning – Analysis

🕒 May 19

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Bizee powered by Incfile

WebsiteLinkedInAll 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.

📋 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