[Hiring] FP&A Manager @Engage3

Role Description

The FP&A Manager connects our financial results to the commercial and operating drivers behind them, including revenue growth, customer retention, cost-to-serve, and liquidity, so leadership can make confident decisions about how we grow.

The FP&A Manager will own Engage3’s core planning, forecasting, and management reporting cadence. This is a full-time, hands-on individual contributor role for a finance professional who can run the recurring FP&A cycle while improving the models, controls, and reporting that support it.

• Own the planning, forecasting, and management reporting cadence that connects financial results with commercial and operating drivers.
• Provide leadership with a reliable view of performance, risks, and opportunities.
• Partner closely with Accounting, Sales, Customer Success, Operations, and senior leadership.
• Explain financial conclusions clearly to non-finance leaders and defend the analysis behind them.

Key Responsibilities

• Planning, Forecasting & Modeling:
  • Own the monthly planning and forecasting cycle, including model updates, forecast refreshes, and leadership reporting.
  • Maintain an integrated, driver-based operating model that connects revenue, operating expenses, the balance sheet, cash flow, and key business metrics across multiple entities and currencies.
  • Develop scenario and sensitivity analyses covering growth, retention, pricing, cost structure, cash requirements, and other decisions led by the CFO and executive team.
• Management Reporting & Close Partnership:
  • Prepare the monthly management reporting package, including results versus plan and prior forecast, clear variance explanations, key performance indicators, and an updated financial outlook.
  • Partner with Accounting following each close to align management reporting with the general ledger and reconcile cash, debt, revenue, and other material balances before results are distributed.
• Commercial & Business Partnership:
  • Work with Sales and Customer Success to evaluate pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration using Salesforce and supporting contract data.
  • Provide financial guidance to functional leaders, test operating assumptions, and translate business decisions into expected financial outcomes.
• Process Improvement & Strategic Finance:
  • Improve FP&A processes, data controls, and reporting automation while maintaining clear ownership, version control, and review standards for management information.
  • Support board, lender, investor, audit, and other strategic finance work with timely, accurate analysis and materials.

Qualifications

• 5 to 7 years of progressive experience in FP&A, financial analysis, corporate finance, audit, or a closely related discipline, including ownership of a complete monthly or quarterly planning and reporting cycle.
• Strong financial modeling skills, including driver-based forecasting, scenario analysis, and a working understanding of the income statement, balance sheet, and cash flow statement.
• Advanced Excel skills and the discipline to build transparent, well-controlled models that another finance professional can review and maintain.
• Hands-on experience using NetSuite for reporting, trial-balance and subledger analysis, and multi-subsidiary financial information.
• Strong Salesforce reporting skills and a practical understanding of how opportunities, contracts, amendments, upsells, and renewals affect pipeline and recurring revenue reporting.
• Experience reconciling customer relationship management data with contracted, billed, and recognized revenue and explaining the source of differences.
• Experience with multi-entity and multi-currency reporting or consolidation.
• Sound judgment, close attention to detail, and the confidence to delay or challenge a number when the supporting data is incomplete or inconsistent.
• Clear written and verbal communication skills, including the ability to explain financial conclusions to non-finance leaders and defend the analysis behind them.
• Ability to work independently, manage competing deadlines, and remain effective in a growing business with evolving processes.

Preferred Experience

• Experience with recurring-revenue metrics such as annual recurring revenue, gross and net retention, expansion, customer acquisition cost payback, and cohort performance.
• Background in a data, analytics, software, or information services business where cost-to-serve is an important operating driver.
• Experience supporting an audit or preparing a company for its first financial statement audit.
• Exposure to Salesforce CPQ, products and price books, subscription or contract objects, dashboards, or Salesforce-to-ERP integrations.