FP&A Manager
Clearwateranalytics Open · verified Oct 22, 2026 At a glance
Manager-level FP&A role at Clearwateranalytics. Chicago · full-time · $100,000–$140,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Partner with business-unit leaders to explain revenue movement and cost drivers, then shape financial decisions
- Run annual and long-range planning, budgets, and rolling forecasts, challenging assumptions and testing model outcomes
- Prepare monthly and quarterly reporting, turning consolidated business results into clear guidance for leaders
- Use KPI analysis and financial models to flag performance patterns, assess operational choices, and recommend improvements
- Lead junior analysts and improve reporting processes while coordinating with IT, Data, Accounting, and finance teams
What you bring
- A bachelor’s degree in finance, accounting, economics, or a related discipline
- At least nine years in FP&A or a related role, including hands-on knowledge of SaaS financial operations
- Experience building complex financial models and understanding SaaS measures such as ARR, NRR, GRR, and churn
- Advanced Excel skills for modeling and analysis
Who this fits
This manager role suits an experienced FP&A professional who can lead analysts and communicate financial findings to business and executive leaders. The position is based in Chicago.
From the employer
About the company
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $10 trillion in assets across thousands of accounts daily. Our 2500+ clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as global and regional asset managers, insurers, hedge funds and corporate and government cash clients and many others, streamline their investment and accounting operations. Recently in 2025, Clearwater acquired Enfusion, Inc. and Beacon Platform Inc. to further its mission of becoming the world’s most trusted comprehensive investment accounting solution.
About the role
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.
Key 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.
Qualifications
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.
Salary Range
$100,000.00 - $140,000.00This 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.