Role Description 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 - 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, owning or co-owning specific workstreams — flux analysis, revenue and deferred revenue review, accrual reasonableness, and variance commentary. - 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, bringing a strong point of view on the right planning platform for our scale. - Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models. - Translate complex financial analysis into clear, actionable recommendations for the executive team and board. Qualifications - 8+ years of FP&A, corporate finance, or strategic finance experience, with at least 4 years at a SaaS or subscription company. - Proven ability to operate independently and stand up processes from scratch. - Strong working knowledge of ASC 606 revenue recognition. - Comfort working inside a month-end close cycle. - Fluency in core SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback period, magic number, rule of 40). - Expert-level financial modeling in Excel or Google Sheets. - SQL fluency and experience working out of a cloud data warehouse (Snowflake preferred). - Experience producing board-ready reporting and presenting to executive audiences. - Comfort with NetSuite (or a similar ERP) as a system of record. - Exposure to FP&A planning tools such as Vena, Pigment, Mosaic, Anaplan, Workday Adaptive Planning, Planful, Cube, or Datarails. - Active, daily user of AI tools (Claude, ChatGPT, Copilot, or similar). - Excellent written and verbal communication in English. - 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.

• Be the Financial Business Partner to a group of the Leaders of the Operating Companies • Lead annual budgeting process for a set of Operating Companies • Monitor profitability and update pricing models as needed • Facilitate monthly forecast revisions with Operating Company leaders • Create and refine variance analysis models driven by operational metrics • Monitor financial performance and suggest corrective actions when needed • Track Risks and Opportunities within each Operating Company, analyzing and prioritizing initiatives • Use KPIs to find insights in performance • Produce monthly reporting packages • Run ad hoc analysis as needed to support decision making process

• Prospección activa de clientes: identificar y contactar prospectos potenciales a través de diferentes canales (redes sociales, cambaceo, círculo social, referidos, etc.) • Detección de necesidades: Realizar entrevistas de diagnóstico para ofrecer soluciones financieras a la medida (vida, gastos médicos, ahorro, retiro.) • Cierre de ventas: Presentar propuestas comerciales atractivas y concretar la venta. • Seguimiento y fidelización: Mantener una relación cercana con la cartera de clientes para garantizar la retención y obtener referidos.

• Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. • PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, and in-person services. • PFEs provide in-person services through mobile training teams and virtual service delivery to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea or in foreign countries). • Key financial readiness topics presented include, but are not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning. • PFEs collaborate with FFSP stakeholders to plan, schedule, and execute training services to ensure effective and efficient delivery of various educational programs and services to service members and families. • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education. • Provide initial and refresher Command Financial Specialist (CFS) training. • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families. • Provide service members and their families with consumer information and assistance in handling consumer complaints. • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. Other duties as assigned.