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.

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, Rev Ops, 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

• 5–7 years of progressive FP&A experience
• Strong experience supporting professional services, consulting, or services‑heavy SaaS…