FP&A Manager

Engage3 powered by Dexi

. Own the monthly planning and forecasting cycle, including model updates, forecast refreshes, and leadership reporting .

Posted 10/3/2026full-timeRemote • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial modeling skills, including driver-based forecasting and scenario analysis, while effectively managing the monthly planning and reporting cycle. Proficient in advanced Excel and experienced with NetSuite and Salesforce for financial reporting and analysis.

Highest-signal resume keywords

Financial ModelingDriver-Based ForecastingNetSuite ReportingSalesforce ReportingMulti-Entity Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisScenario AnalysisMonthly ReportingVariance ExplanationsKPI DevelopmentCash Flow AnalysisRecurring Revenue MetricsData ControlsFinancial Statement Audit PreparationMulti-Currency Reporting

Soft Skills

Clear CommunicationIndependent WorkDeadline Management

Tools & Technologies

NetSuiteSalesforceExcel

Industry Keywords

FP&ACorporate FinanceAuditRecurring RevenueData Analytics

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own the monthly planning and forecasting cycle, including model updates, forecast refreshes, and leadership reporting
Maintain an integrated, driver-based operating model connecting revenue, operating expenses, 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 executive decisions
Prepare the monthly management reporting package, including results versus plan and prior forecast, variance explanations, KPIs, and updated financial outlook
Partner with Accounting after each close to align management reporting with the general ledger and reconcile cash, debt, revenue, and other material balances
Work with Sales and Customer Success to evaluate pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration
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 ownership, version control, and review standards
Support board, lender, investor, audit, and other strategic finance work with timely, accurate analysis and materials

Requirements

What you’ll need

5 to 7 years of progressive experience in FP&A, financial analysis, corporate finance, audit, or a closely related discipline
Ownership of a complete monthly or quarterly planning and reporting cycle
Strong financial modeling skills, including driver-based forecasting and scenario analysis
Working understanding of the income statement, balance sheet, and cash flow statement
Advanced Excel skills
Hands-on experience using NetSuite for reporting, trial-balance and subledger analysis, and multi-subsidiary financial information
Strong Salesforce reporting skills
Practical understanding of opportunities, contracts, amendments, upsells, and renewals and their effect on pipeline and recurring revenue reporting
Experience reconciling CRM data with contracted, billed, and recognized revenue
Experience with multi-entity and multi-currency reporting or consolidation
Experience with recurring-revenue metrics such as ARR, gross and net retention, expansion, CAC payback, and cohort performance
Experience in a data, analytics, software, or information services business is preferred
Experience supporting an audit or preparing a company for its first financial statement audit is preferred
Exposure to Salesforce CPQ, products and price books, subscription or contract objects, dashboards, or Salesforce-to-ERP integrations is preferred
Clear written and verbal communication skills
Ability to work independently, manage competing deadlines, and remain effective in a growing business with evolving processes

Benefits

Comp & perks

Full-time employment
Remote work arrangement