Senior Manager, Financial Planning & Analysis

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 — and help shorten the cycle. Clean handoffs between actuals, forecast, and revenue recognition under ASC 606 are part of this.
• 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 (we are evaluating Vena and peers post-NetSuite go-live).
• Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models. Bizee is an AI-forward company and we expect — borderline demand — that you actively use AI to leverage and optimize your work.
• 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. Time at a senior individual contributor or manager level is required; you should have already led an annual planning cycle and produced board materials yourself.

• 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). You will be one of the first finance users of our Snowflake environment and should be comfortable pulling your own data.

• 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. You will pull GL data from it and partner with accounting inside it during close — you will not own the close itself.

• 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

Nice to Have

• 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.