Fp&A Manager

FP&A Manager

Reports to: Chief Financial Officer

Location: Remote with onsite travel to internal meetings as needed

Why Neocol?

Neocol partners with the world's most innovative subscription businesses to solve complex, high-impact challenges and unlock scalable growth. As a leading Salesforce Summit Partner, we bring deep expertise in Agentforce Revenue Management and the broader Salesforce ecosystem to help customers transform how they sell, service, and scale.

What sets Neocol apart is not just our technical depth, but how we work. We've built proven playbooks, accelerators, and delivery models that empower teams to move quickly, confidently, and with purpose — always with a focus on meaningful outcomes. At Neocol, you'll join a team that values expertise, curiosity, and ownership — and gives you the opportunity to make a measurable impact in the subscription economy.

What You'll Do

As FP&A Manager, you will own the company's forecasting and financial insight engine while partnering closely with executive leadership on key business decisions and cross-functional initiatives. This role is ideal for an FP&A professional with 5-7 years of experience who thrives in a people-driven, professional services environment, is naturally curious, and wants meaningful exposure to executive decision-making. While the core of the role is FP&A, the right candidate will naturally extend beyond analysis, helping diagnose issues, pressure-test ideas, and spin up special initiatives that improve performance across the business.

• Establish a rolling, driver-based forecast and operating cadence that delivers weekly executive-quality insights and tight pipeline-to-revenue-to-cash visibility, with clear variance attribution and continuous accuracy improvement
• Own driver-based forecasting across bookings, revenue, cash, and margin
• Analyze and forecast services economics, including utilization, realization, bill rates, and margin by service line
• Build scenario and sensitivity models to support growth, pricing, and capacity decisions
• Conduct rigorous variance analysis and post-mortems to identify root causes and improve forecast accuracy
• Stand up a portfolio of high-impact programs that enhance sales forecast quality, accelerate quote-to-cash, improve collections, and raise delivery throughput and utilization, with quantified benefits and benefits-tracking
• Deploy AI, automation, and best-in-class planning and analytics tools to reduce cycle time on close, planning, and reporting; enable scenario planning at speed; and create self-serve, role-relevant dashboards for leaders
• Provide clear regular reporting on project metrics around Gross Margin and the drivers impacting the business
• Support analysis of ROI on the strategic investments being made by the business
• Drive overall P&L rolling forecast to align budget with factors evolving through fiscal year
• Build and run the company's monthly and quarterly operating cadence, including rolling forecasts, business reviews, and OKR alignment
• Prepare clear, concise executive materials that surface tradeoffs, risks, and actionable recommendations
• Enable scalable, self-serve analytics and reporting for leadership and functional partners
• Serve as a trusted thought partner to the CFO and leadership team, translating financial insight into business decisions
• Partner with leaders across Sales, Delivery, RevOps, and Finance to support key initiatives, diagnose performance issues, and help drive outcomes through analysis and insight
• Support and advance cross-functional work by bringing structure, clarity, and follow-through where needed, including identifying opportunities to spin up and support special projects that address key business priorities
• Integrate and reconcile data across CRM, PSA, HR, and finance systems to ensure accuracy, consistency, and audit-ready reporting
• Design and maintain KPI frameworks that align financial and operational performance
• Partner with Finance and Operations to continuously evolve planning and analytical processes

What You'll Bring

Required Qualifications

• 5-7 years of progressive FP&A experience
• Strong experience supporting professional services, consulting, or services-heavy SaaS models
• Demonstrated experience with multi-source FP&A platforms to provide cross-functional data insights
• Demonstrated expertise in driver-based forecasting
• Demonstrated expertise in margin and utilization analysis
• Demonstrated expertise in scenario modeling and variance analysis
• Experience delivering reporting and analysis to C-Suite audiences

Essential Skills & Mindset

• Ability to communicate complex analysis clearly to executive and non-financial audiences
• Comfort operating in a fast-moving, evolving environment with imperfect information
• Naturally curious with desire to extend beyond analysis to diagnose issues and pressure-test ideas
• Collaborative approach, working together as a team to drive value in every interaction and implementation
• Creative problem-solving in the way we solution with customers and work with teammates
• Commitment to trust, operating in a fun, open, and ethical environment
• Results-focused mindset with ownership of critical metrics
• Passionate about what you do, why you do it, and the impact it has on customers, employees, and partners

What Would Set You Apart

• Experience in PE-backed or high-growth environments
• Exposure to multiple revenue models (subscription + services)
• Familiarity with modern FP&A platforms beyond Excel
• Experience supporting cross-functional initiatives or operating reviews
• Prior work in environments with complex CRM and services data

A People-First Culture & Total Rewards Philosophy

Neocol is committed to building an inclusive, people-first culture supported by employee-led ERGs, mentorship opportunities, and a total rewards philosophy that goes beyond salary. We offer competitive compensation, comprehensive benefits, flexibility, and continuous learning to help our people thrive, at work and beyond. Our offerings include:

• Competitive compensation and benefits
• Flexible time off that supports real work-life balance
• A monthly home office stipend
• Employer-matched 401(k)
• Comprehensive medical, dental, and vision coverage
• Adoption assistance
• Ongoing internal training and development opportunities

Equal Opportunity Statement

Neocol is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, veteran or military status, marital status, or any other characteristic protected by applicable local, state, or federal law. Neocol also provides reasonable accommodations to qualified applicants and employees, as required by law.

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