FP&A Manager

Job not on LinkedIn

🕒 June 2

🌵 Arizona, California, +23 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote 🦬 Wyoming – Remote

💵 $130k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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This company has sponsored H1B visas in the past.

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Casepoint

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2008

☁️ SaaS

🏛️ Government

📋 Compliance

SaaS • Government • Compliance

Casepoint is an AI-powered, cloud-based eDiscovery and legal data discovery platform that helps organizations identify, collect, preserve, and analyze legal, regulatory, and compliance-related data at enterprise scale. The platform provides legal hold, FOIA management, secure cloud collections and processing, built-in connectors and open APIs, and AI-driven review and analytics (CaseAssist) to accelerate investigations, litigation, and compliance workflows. Casepoint emphasizes military-grade security and certifications (including FedRAMP and DoD IL levels) to serve government agencies, corporations, and law firms that require defensible, secure data discovery and compliance solutions.

📋 Description

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning. • Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights. • Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way. • Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking. • Develop and maintain financial models that support strategic initiatives and operational planning. • Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights. • Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation. • Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment. • Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

🎯 Requirements

• 4-6 years of progressive FP&A experience, with at least 2 years in a SaaS technology business • Demonstrated ability to prepare or contribute to executive or board-level financial reporting. • Strong analytical skills, with experience using SQL to query data and Power BI (or similar tools) to create dashboards and visualizations a plus. • Comfortable with large datasets and loves digging into data • Export-level financial modeling skills – you build models from scratch and have experience with FP&A systems • Comfort translating complex financial concepts into clear, relevant insights for non-finance partners. • Interest in and curiosity about AI and emerging technologies, with a desire to help shape how they are responsibly and effectively applied within FP&A. • Collaborative working style and experience partnering cross-functionally (e.g., with Operations, Product, Sales, or Technology teams). • Clear written and verbal communication skills, with attention to accuracy and context. • A growth mindset–open to learning, feedback, and continuous improvement. • We encourage candidates to apply even if they do not meet every qualification listed. Skills can be developed, and diverse experiences are valued.