FP&A Manager

Neocol•Chicago, IL

1d•Remote

About The Position

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.

Requirements

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
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

Nice To Haves

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

Responsibilities

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