FP&A Manager

CAI Software, LLC

. Own BU-level annual budgeting, quarterly reforecasts, and monthly outlooks .

Posted 10/16/2026full-timeRemote • Utah • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive FP&A expertise with a strong focus on SaaS metrics, advanced Excel modeling, and cross-functional collaboration. Proficient in financial reporting, M&A processes, and the application of AI tools in finance workflows.

Highest-signal resume keywords

FP&A ExperienceAdvanced Excel ModelingNetSuite ERP ExperienceSalesforce ExperienceCross-Functional Partnership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingP&L AnalysisCash Flow ManagementDriver-Based ModelingM&A DiligenceFinancial ReportingVariance AnalysisOperating Model MaintenanceAI Application in Finance

Soft Skills

Clear CommunicationConcise Briefing Skills

Tools & Technologies

NetSuiteSalesforcePBCS

Industry Keywords

SaaSPE-Backed EnvironmentMulti-Entity ReportingMulti-Currency ReportingSoftware Metrics

Tech Stack

Tools & technologies

ERPFlux

About the role

Key responsibilities & impact

Own BU-level annual budgeting, quarterly reforecasts, and monthly outlooks
Partner with Sales, Services, Product, and other department leads to translate business drivers into P&L and cash impacts
Support monthly close and reporting by reviewing actuals, driving flux and budget-versus-actual commentary, and resolving variances with Accounting
Maintain operating models for bookings and ARR, headcount and compensation, revenue and billings, and EBITDA-to-cash-flow bridges
Prepare quarterly Board packs and ad hoc sponsor requests
Support M&A diligence, integration planning, and pro forma financial reporting
Help define planning-system processes, templates, and reporting during the transition from Excel to PBCS
Apply AI tools to analysis, commentary, reconciliation, and reporting workflows

Requirements

What you’ll need

5+ years of progressive FP&A experience, ideally in SaaS or software
2+ years in a manager or senior analyst role with meaningful ownership
Strong command of software metrics: ARR, bookings/ACV, renewals and churn, billings, deferred revenue
Advanced Excel modeling skills; ability to build a driver-based model from scratch and explain every tab
Hands-on experience with NetSuite or comparable ERP for actuals, reporting, and data pulls
Hands-on experience with Salesforce for pipeline, bookings, and renewals data
Proven cross-functional partnership with Sales, Accounting, HR, and executive leadership
Clear, concise communication skills suitable for briefing a CFO or Board member
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Applicants must be authorized to work in the United States
Preferred: experience in a PE-backed environment, M&A, multi-entity and multi-currency reporting, and demonstrated use of AI in finance workflows

Benefits

Comp & perks

Remote/hybrid work arrangement in Utah
Equal Employment Opportunity employer
Reasonable accommodations for applicants with disabilities and disabled veterans