FP&A Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Take charge of the monthly planning and forecasting cycle, which includes model updates, forecast refreshes, and reporting to leadership.

• Maintain a cohesive, driver-based operational model that links revenue, operating expenses, balance sheet, cash flow, and key business metrics across various entities and currencies.

• Create scenario and sensitivity analyses that encompass growth, retention, pricing, cost structure, cash requirements, and executive decision-making.

• Prepare the monthly management reporting package, detailing results against plan and prior forecasts, variance explanations, KPIs, and an updated financial outlook.

• Collaborate with Accounting after each close to ensure alignment of management reporting with the general ledger and to reconcile cash, debt, revenue, and other significant balances.

• Work alongside Sales and Customer Success to assess pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration.

• Offer financial guidance to functional leaders, validate operating assumptions, and convert business decisions into anticipated financial outcomes.

• Enhance FP&A processes, data controls, and reporting automation while ensuring ownership, version control, and adherence to review standards.

• Assist with board, lender, investor, audit, and other strategic finance tasks by providing timely and accurate analysis and materials.

⛳️ Requirements

• 5 to 7 years of progressive experience in FP&A, financial analysis, corporate finance, audit, or a closely related field.

• Proven ownership of a complete monthly or quarterly planning and reporting cycle.

• Strong financial modeling capabilities, particularly in driver-based forecasting and scenario analysis.

• Solid understanding of the income statement, balance sheet, and cash flow statement.

• Advanced skills in Excel.

• Hands-on experience with NetSuite for reporting, trial-balance and subledger analysis, and multi-subsidiary financial information.

• Proficient in Salesforce reporting.

• Practical understanding of opportunities, contracts, amendments, upsells, and renewals, and their impact on pipeline and recurring revenue reporting.

• Experience reconciling CRM data with contracted, billed, and recognized revenue.

• Familiarity with multi-entity and multi-currency reporting or consolidation.

• Knowledge of 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.

• Background in supporting an audit or preparing a company for its initial 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.

• Excellent written and verbal communication skills.

• Capability to work independently, manage competing deadlines, and remain effective in a growing business with evolving processes.

🏝️ Benefits

• Full-time employment.

• Remote work arrangement.