Neocol · 1 day ago
FP&A Manager
Chicago, IL
Full-time
Hybrid
Senior Level
5+ years expNeocol partners with innovative subscription businesses to solve complex challenges and unlock growth. As an FP&A Manager, you will own the forecasting and financial insight engine, partnering closely with executive leadership on key business decisions and cross-functional initiatives.
Information ServicesSoftware
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
Qualification
Required
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
Preferred
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
Benefits
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
Company
Neocol
Neocol is a leading content management system architect and integrator of process-centric document solutions.
51-200 employees
H1B Sponsorship
Neocol has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (6)
2022 (2)
2021 (4)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Shamrock Capital AdvisorsSalesforce Ventures
2025-05-07Series Unknown
2023-03-06Series Unknown
Leadership Team
Ryan Lott
CEO & Founder
Recent News
2025-11-10
2025-10-09
AltAssets Private Equity News
2025-05-09
Company data provided by crunchbase