FP&A Manager

Engage3, Inc.; Saint Petersburg (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Engage3, Inc. is seeking an FP&A Manager to connect financial results with commercial and operating drivers, guiding leadership decisions on growth and liquidity.

You will own planning, forecasting, and management reporting across multiple entities and currencies, partnering with Sales, Customer Success, and Accounting. The role requires strong modeling, advanced Excel, and experience with NetSuite and Salesforce to deliver timely analyses and actionable insights for senior management and the

Qualifications

• 5–7 years in FP&A or related field with full monthly/quarterly planning and reporting.
• Strong financial modeling skills including driver-based forecasting.
• Advanced Excel skills with transparent, well-controlled models.
• Experience using NetSuite for reporting and multi-subsidiary data.
• Salesforce reporting experience and impact on revenue reporting.
• Experience with multi-entity and multi-currency reporting or consolidation.
• Clear written and verbal communication to non-finance leaders.

Responsibilities

• Own the monthly planning and forecasting cycle with model updates, forecast refreshes, and leadership reporting.
• Maintain an integrated driver-based operating model across revenues, expenses, balance sheet, cash flow, and metrics across entities and currencies.
• Develop scenario and sensitivity analyses for growth, retention, pricing, and cash needs.
• Prepare the monthly management reporting package with variance explanations and updated outlook.
• Partner with Accounting after close to align reporting with GL and reconcile key balances.
• Collaborate with Sales and Customer Success to assess pipeline, bookings, and recurring revenue metrics.
• Provide financial guidance to functional leaders and translate decisions into outcomes.
• Improve FP&A processes, data controls, and reporting automation while maintaining ownership and version control.
• Support board, lenders, auditors with timely analyses and materials.

Skills

FP&A experience

Financial modeling

Advanced Excel

NetSuite reporting

Salesforce reporting

Multi-entity reporting

Communication

Non-finance explanations

Tools

NetSuite

Salesforce

Job description

FP&A Manager

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.

Position Overview

Engage3 collects store-level pricing data at scale and delivers recurring subscription and data services, operating across multiple entities and currencies with NetSuite as its financial system of record and Salesforce as its customer relationship management platform. 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 modelos, controls, and reporting that support it.

Own the planning, forecasting, and management reporting cadence that connects financial results with commercial and operating drivers, giving leadership a reliable view of performance, risks, and opportunities.

We are looking for a detail‑oriented finance professional with strong modeling skills and the sound judgment to delay or challenge a number when the supporting data is incomplete or inconsistent. This role partners closely with Accounting, Sales, Customer Success, Operations, and senior leadership, and must be able to explain financial conclusions clearly to non-finance leaders and defend the analysis behind them.

Key Responsibilities

• 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.
• 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.
• 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.
• 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.