Engage3 powered by Dexi
Engage3 powered by Dexi
Engage3 powered by Dexi is a software company serving retailers and brands with competitive pricing intelligence. Its platform combines artificial intelligence and machine learning with data gathered through in-store audits and web scraping to help clients understand market pricing, refine their Price Image, support revenue decisions, and strengthen customer loyalty. The company operates across consulting, marketing, and artificial intelligence, with a team of approximately 201–500 employees.

Remote FP&A Manager in Florida

Lead planning, forecasting, and management reporting for Engage3’s store-level pricing data and subscription-services business. Connect financial performance with commercial and operational drivers.

Description

  • Lead monthly planning and forecasting, including model maintenance, forecast updates, and leadership reporting.
  • Maintain an integrated, driver-based model spanning revenue, operating expenses, balance sheet, cash flow, and key metrics across entities and currencies.
  • Build scenario and sensitivity analyses for growth, retention, pricing, cost structure, cash needs, and executive decisions.
  • Produce monthly management reports covering performance against plan and prior forecasts, variance analysis, KPIs, and the latest outlook.
  • Coordinate with Accounting after close to align management reports with the general ledger and reconcile cash, debt, revenue, and other material balances.
  • Partner with Sales and Customer Success to assess pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration.
  • Advise functional leaders on financial implications, challenge operating assumptions, and convert business decisions into projected results.
  • Strengthen FP&A processes, data controls, and reporting automation while upholding ownership, version control, and review practices.
  • Prepare accurate, timely analysis and materials for board, lender, investor, audit, and other strategic finance needs.

Requirements

  • Five to seven years of progressive experience in FP&A, financial analysis, corporate finance, audit, or a related field.
  • Experience owning a complete monthly or quarterly planning and reporting cycle.
  • Strong financial modeling capability, including driver-based forecasting and scenario analysis.
  • Working knowledge of the income statement, balance sheet, and cash flow statement.
  • Advanced Excel proficiency.
  • Hands-on NetSuite experience for reporting, trial-balance and subledger analysis, and multi-subsidiary financial data.
  • Strong Salesforce reporting experience.
  • Practical knowledge 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.
  • 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 data, analytics, software, or information services 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, balance competing deadlines, and remain effective as processes evolve in a growing business.

Benefits

  • Full-time employment.
  • Remote work arrangement.

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