SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Engage3 collects store-level pricing data at scale and delivers recurring subscription and data services across multiple entities and currencies. The FP&A Manager will own the company's core planning, forecasting, and management reporting cadence, serving as the financial backbone connecting Engage3's commercial and operating drivers to leadership decision-making.
This is a hands-on individual contributor role reporting to the CFO. You will own the monthly planning and forecasting cycle, maintaining 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. You'll develop scenario and sensitivity analyses covering growth, retention, pricing, cost structure, and cash requirements to support executive strategy.
Key responsibilities include preparing monthly management reporting packages with results versus plan, variance explanations, KPIs, and updated financial outlooks. You'll partner closely with Accounting to align management reporting with the general ledger and reconcile cash, debt, revenue, and other material balances. You'll also work with Sales and Customer Success to evaluate pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration using Salesforce and contract data.
You'll provide financial guidance to functional leaders, test operating assumptions, and translate business decisions into expected financial outcomes. The role includes improving FP&A processes, data controls, and reporting automation while maintaining clear ownership, version control, and review standards. You'll support board, lender, investor, and audit work with timely, accurate analysis and materials.
Engage3 uses NetSuite as its financial system of record and Salesforce as its CRM platform. This role requires someone who can run the recurring FP&A cycle while improving the models, controls, and reporting that support it—a detail-oriented finance professional with strong modeling skills and the sound judgment to challenge a number when supporting data is incomplete or inconsistent.
QUALIFICATIONS:
- 5 to 7 years of progressive experience in FP&A, financial analysis, corporate finance, audit, or 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 working understanding of income statement, balance sheet, and cash flow statement
- Advanced Excel skills with discipline to build transparent, well-controlled models that other finance professionals 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 practical understanding of how opportunities, contracts, amendments, upsells, and renewals affect 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
- Sound judgment, close attention to detail, and confidence to challenge numbers when supporting data is incomplete or inconsistent
- Clear written and verbal communication skills, including ability to explain financial conclusions to non-finance leaders and defend analysis
- Ability to work independently, manage competing deadlines, and remain effective in a growing business with evolving processes
PREFERRED:
- Experience with recurring-revenue metrics (ARR, gross/net retention, expansion, CAC payback, cohort performance)
- Background in 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
