Bizee
SaaS
SeniorManager,FinancialPlanning&Analysis
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Manager, Financial Planning & Analysis at Bizee. Skills: FP&A, SaaS financial modeling, ASC 606, budgeting, forecasting, board reporting, SQL, AI tools. Lead the annual budget and quarterly reforecast processes end-to-end. Build and maintain the company's integrated SaaS financial model”
What You'll Achieve.
shorten the cycle and tighten the numbers; shorten the cycle; tighten the numbers; Clean handoffs between actuals, forecast, and revenue recognition under ASC 606; clear narrative around the numbers; inform investment decisions; optimize your work
Industry & Context.
sharp analytical eye; pressure-test models; ad-hoc strategic analysis; scenario planning
What They're Looking For.
Must Have
8+ years of FP&A, corporate finance, or strategic finance experience, at least 4 years at a SaaS or subscription company, Time at a senior individual contributor or manager level, Proven ability to operate independently and stand up processes from scratch, working knowledge of ASC 606 revenue recognition, Comfort working inside a month-end close cycle, Fluency in core SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback period, magic number, rule of 40), Expert-level financial modeling in Excel or Google Sheets, SQL fluency and experience working out of a cloud data warehouse, Experience producing board-ready reporting and presenting to executive audiences, Comfort with NetSuite (or a similar ERP), Active, daily user of AI tools (Claude, ChatGPT, Copilot, or similar) for analysis, modeling, and writing, Excellent written and verbal communication, Bachelor's degree in finance, accounting, economics, or a related field
Nice to Have
MBA, CPA, CFA, or equivalent credential is a plus, Prior experience as a first or early FP&A hire at a private, profitable, growth-stage SaaS company, Background in SMB SaaS, vertical SaaS, online business services, or fintech, Experience partnering with a small accounting team during a NetSuite implementation, Experience standing up FP&A reporting on top of a newly implemented data warehouse, Exposure to FP&A planning tools such as Vena, Pigment, Mosaic, Anaplan, Workday Adaptive Planning, Planful, Cube, or Datarails, Helped evaluate or implement a planning tool
What You'll Do.
Lead the annual budget and quarterly reforecast processes end-to-end
Build and maintain the company's integrated SaaS financial model
Flex into the accounting team to support month-end close
Produce monthly board reporting
and variance analysis
Partner with leaders across Marketing
Drive ad-hoc strategic analysis
and own the FP&A tech stack
Use AI tools to accelerate analysis
and pressure-test models
How You'll Work.
Team & Collaboration
Partner with leaders across Marketing, Product, Operations, and Customer Success; partnering with accounting to tighten the cycle; partner with accounting inside NetSuite during close
Communication Scope
Translate complex financial analysis into clear, actionable recommendations for the executive team and board; presenting to executive audiences with clarity and confidence; Excellent written and verbal communication; make complex things simple
Process & Methodology
designing the budgeting and forecasting process, building the financial models, producing board-ready reporting, shaping the FP&A tech stack, Lead the annual budget and quarterly reforecast processes end-to-end, Recommend, implement, and own the FP&A tech stack
Full Job Description
Bizee (formerly Incfile) is a leading SaaS company serving small businesses. We have helped more than one million entrepreneurs launch and grow their businesses through our online business formation, compliance, and ongoing services platform. We are a profitable, ~$140M revenue business with a strong brand, a deep customer base, and a roadmap that increasingly leverages AI to expand what we deliver to small business owners. We operate as a fully remote, globally distributed team. **About the Role (Critical)** This is the founding FP&A hire at Bizee. The company runs today on a 4-person accounting team and has no FP&A function. You will build that function from the ground up: designing the budgeting and forecasting process, building the financial models, producing board-ready reporting, and shaping the FP&A tech stack as we complete our NetSuite implementation and evaluate planning tools such as Vena, Pigment, or Mosaic. This is a hands-on, individual-contributor role. You own the work; you don’t delegate it. We need someone with the seniority to operate independently from day one, the discipline to bring structure where none exists, and the SaaS finance fluency to model a subscription business under ASC 606 correctly the first time. You will also flex into the accounting team during month-end close — not running close, but supporting it where an extra senior pair of hands and a sharp analytical eye shorten the cycle and tighten the numbers. * 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 — a
Applying for this Senior Manager, Financial Planning & Analysis role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about Bizee?
Real rants from real employees. Read before you apply.