FP&A Manager at Clearwater Analytics in Office - Chicago

Job description

• Clearwater is seeking an experienced FP&A Manager to join our global Financial Planning & Analysis (FP&A) team.
• The FP&A Manager will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.

Responsibilities

• Financial Partnership and Strategy: Serve as the primary finance partner for business unit leaders to understand cost drivers and revenue trends, provide strategic financial input and leadership on issues affecting the organization
• Planning and Analysis: Lead and manage all financial planning and analysis processes for the business, including annual planning, long-range planning, budgeting, and rolling forecasts — while continuously questioning assumptions and stress-testing the model.
• Reporting and Insights: Own the preparation of monthly and quarterly financial reporting and analytics packages. Consolidate and report on business activities, translating complex financial data into clear, concise, and actionable insights for business leaders and executive leadership.
• Performance Management: Perform qualitative financial analysis of key performance indicators (KPIs), apply financial modeling to generate insights into business performance, and advise on the financial impact of operational decisions. Proactively surface issues, spot patterns others miss, and recommend actions to improve financial performance before being asked.
• Process Improvement: Drive continuous improvement, standardization, and simplification of financial processes and reporting. Build scrappy solutions when needed, then scale them — with accuracy and attention to detail in a fast-paced environment.
• Cross-Functional Collaboration: Actively participate in cross-functional initiatives to establish robust measurement and monitoring practices. Collaborate closely with IT, Data, and other finance teams to align system capabilities with business goals.
• Lead and manage a team of junior analysts within the FP&A team.
• Collaborate with Accounting to ensure alignment between actuals and forecasts.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 9+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).
• Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).
• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.
• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.
• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.
• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.

Skills

Required

• Exceptional attention to detail
• Self-motivated and results-driven

Benefits

• This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
• $100,000.00 - $140,000.00