Senior Manager, Financial Planning & Analysis

🕒 June 27

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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

• 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. You will not run close, but you will own or co-own specific workstreams — flux analysis, revenue and deferred revenue review, accrual reasonableness, and variance commentary — and help shorten the cycle. • 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. We expect you to bring 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.

🎯 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. You don’t need to own the close, but you should be fluent enough in GAAP and the GL to spot issues before they hit the P&L. • 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. Ideally you have helped evaluate or implement one. • Active, daily user of AI tools (Claude, ChatGPT, Copilot, or similar) for analysis, modeling, and writing. If you are not already integrating AI into your workflow, this is not the right role. • 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