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Sr. Director of FP&A

Company:
Engage3
Location:
Tampa, FL, 33646
Posted:
May 22, 2025
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Description:

Sr. Director of FP&A

Location: Remote / Florida

Reports to the Chief Financial Officer

About the Role

We are seeking a highly motivated and experienced Sr. Director of FP&A to join our Finance team. This role is pivotal in driving the financial rigor, scalability, and strategic initiatives of the company. The ideal candidate is a hands-on finance leader who thrives in a fast-paced environment and is excited to build and improve processes across FP&A, Deal Desk, and accounting partnerships, while also engaging directly on high-impact strategic initiatives.

Key Responsibilities

FP&A Leadership and Execution

Own all aspects of financial modeling, forecasting, and long-range planning for the company

Lead the annual budgeting process and provide detailed tracking against budgets, forecasts, and key performance indicators (KPIs)

Develop and maintain departmental reporting, dashboards, and insights to support executive and departmental decision-making

Partner closely with business leaders to provide actionable insights and financial guidance Deal Desk & Sales Finance

Build and establish the foundational processes for a scalable Deal Desk function

Collaborate with SLT, Sales, CS and Operations, and Finance teams to review and approve commercial contracts, ensuring alignment with pricing, discounting, and business policies

Develop approval workflows, deal review frameworks, and compliance checks to enable efficient, risk-mitigated deal execution

Drive ongoing improvements to streamline deal review processes and optimize sales velocity Accounting Partnership & Process Improvement

Work closely with the Accounting team to ensure a smooth and efficient month-end close process

Align FP&A processes with actuals, reconciliations, and financial reporting to ensure accuracy and consistency

Identify and implement process improvements across FP&A and Accounting to enhance reporting timelines and data quality Strategic Initiatives

Support the CFO on strategic projects, including M&A evaluations, investor and board reporting, and capital structure analysis

Develop and maintain investor and equity models, as well as scenario analyses to support corporate decision-making

Provide analytical support for new business opportunities, product initiatives, and other cross-functional projects Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus

7-10+ years of experience in FP&A, finance, or related functions, ideally with experience in a high-growth or SaaS/tech environment

Prior experience building or working with a Deal Desk function strongly preferred

Strong understanding of GAAP accounting and the interplay between FP&A and Accounting functions

Advanced Excel and financial modeling skills

Excellent communication skills with the ability to partner cross-functionally and influence at all levels

Highly analytical and detail-oriented, with a passion for building scalable processes and delivering actionable insights

Comfortable working in a fast-paced, evolving environment and balancing multiple priorities

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