Senior Manager, Financial Planning & Analysis

About Bizee: Bizee (formerly Incfile) is a highly profitable, market-leading SaaS and online compliance operator with ~$140M in annual revenue, on an ambitious mission to streamline business formations globally. Having empowered over one million entrepreneurs to successfully launch, structure, and scale their businesses, Bizee combines a powerful consumer brand with advanced platform architectures. Operating as a fully independent, 100% remote distributed tech ecosystem, we are increasingly leveraging frontier artificial intelligence models to expand our comprehensive suite of automated regulatory and legal compliance services for modern SMB owners.

Position Overview

We are seeking a highly autonomous, systems-fluent, and SaaS-finance proficient Senior Manager, Financial Planning & Analysis to act as our definitive founding FP&A hire under a permanent, full-time 100% remote configuration open across the United States. In this high-leverage individual contributor (IC) leadership seat, you will be the absolute single accountable owner tasked with standing up the corporate financial planning function entirely from scratch. Shifting completely away from routine non-regulated data transcription loops, superficial website entries, or traditional top-down delegation, you will operate an active high-concurrency recurring revenue model, multi-dimensional database planning, and predictive analytics laboratory. Partnering cross-functionally alongside executive cells and our distributed 4-person general accounting team, you will establish ironclad forecasting patterns, design our post-NetSuite planning stack (evaluating Vena, Pigment, or Mosaic), and write board-ready narratives. This position requires a strategic finance authority with 8+ years of corporate finance history (including 4+ years dedicated inside a SaaS or subscription environment) who maps three-statement financial operations fluidly natively using Financial Analyst, Accountant, and SQL primitives, commands complete mastery over ASC 606 revenue waterfalls, and leverages AI models as a mandatory catalyst to pressure-test modeling structures.

Key Responsibilities

• Founding FP&A Governance: Structure, institutionalize, and lead the comprehensive end-to-end annual budgeting and quarterly reforecasting processes for a ~$140M corporate baseline from scratch natively utilizing Financial Analyst best practices.
• Integrated SaaS Model Instrumentation: Build and safeguard the company’s unified operating model—encompassing detailed bookings-to-revenue bridges, ASC 606 recognized revenue waterfalls, deferred asset allocations, cash flows, and headcount logic.
• SaaS KPI Performance Tracking: Own and report core performance matrices, tracking ARR, Net Revenue Retention (NRR), Gross Revenue Retention (GRR), CAC, LTV, Payback Period, Magic Number, and Rule of 40 correlations.
• Month-End Close Integration Triage: Flex directly into the core accounting ledger spaces during close windows to co-own flux analyses, run revenue reasonability tests, and audit journal entries to accelerate close velocities natively leveraging Accountant methodologies.
• Data Warehouse Telemetry Sourcing: Query, structure, and model raw transaction records and historical cohort data directly out of our cloud data infrastructure using SQL inside a modern Snowflake environment.
• Executive Strategy and Board Reporting: Produce polished monthly board reporting books, custom financial dashboards, and clear narrative variance analyses for immediate review by executive leaders and private investors.
• FP&A Architecture Customization: Evaluate, recommend, and implement our next-generation automated planning software suite (including Vena, Pigment, or Mosaic) to sit on top of our new NetSuite ERP system.
• Mandatory AI Workflow Integration: Embed frontier AI tools (such as Claude) into your daily workflows to dramatically accelerate script writing, exploratory financial summaries, reporting automation, and model stress-testing.
• Ad-Hoc Strategic Advisory: Author scannable pricing evaluations, unit economic diagnostics, user cohort calculations, and multi-scenario forecast variables to inform core corporate investment decisions.

Required Skills & Qualifications

• Possess a formal Bachelor’s degree from an accredited university in Finance, Accounting, Economics, or a matching highly quantitative discipline.
• A minimum of 8+ years of proven, successful professional history operating within a Senior FP&A Manager, Corporate Finance Lead, Strategic Financial Analyst, or closely matching tech-enabled financial modeling capacity (with at least 4+ years spent inside a SaaS or subscription company).
• Expert Corporate Accounting Command: Deep, verifiable working literacy governing ASC 606 revenue recognition standards and GAAP boundaries, with experience leading full budgeting cycles and authoring executive board materials independently.
• Complete production-grade operational mastery constructing three-statement integrated financial operating templates natively utilizing Spreadsheets (Excel/Google Sheets) and extracting data layers using SQL out of cloud warehouses (Snowflake, BigQuery).
• Outstanding written, verbal, and textual presentation communication strengths in English, with a documented track record making complex financial logic simple and actionable for C-suite executives.
• AI Native Requirement: Demonstrated personal habit of actively integrating modern LLM utilities (Claude, ChatGPT) daily within corporate analysis or modeling tracks.
• Location Context: Position operates under remote guidelines open exclusively to qualified financial planning authorities residing permanently within the United States.

Preferred Strategic Indicators (Nice to Have)

• Prior platform or functional growth background acting as the first or early FP&A hire within a private, profitable, scaling software business.
• Direct operational alignment within the SMB SaaS, vertical SaaS, online business business services, or fintech sector landscapes.
• Background partnering next to a lean accounting vertical during active NetSuite ERP implementations or establishing analytics dashboards over newly deployed data warehouses.
• Possess advanced professional credentials such as a CPA, CFA, or MBA designation.

What We Offer

• Top-Tier US SaaS Strategic Finance Remuneration Matrix: A highly competitive premium annual salary package calibrated precisely to your SaaS financial modeling pedigree and SQL database capability, augmented by lucrative incentive programs.
• 100% remote workspace infrastructure autonomy anywhere within the United States, providing you complete schedule ownership and freedom from commute overhead.
• High-Impact Enterprise Capital Ownership: Elite professional landmarks achieved by single-handedly engineering the foundational financial planning rules and predictive models steering a highly successful $140M tech platform.
• Comprehensive family health preservation choices, inclusive of premium Medical, Dental, and Vision insurance networks.
• Access to robust retirement savings schemes, generous vacation allowances, modern technical hardware setups, and a highly analytical, AI-forward culture built around zero bureaucracy and absolute execution mastery.