Finance Manager – Remote

Remote, United States of America
Job Type


At Revalize, we build the software and technology that powers sales of manufactured, complex products. Our customers rely on our software to select and sell everything from commercial ovens, to specialized pumps and valves, to grain elevators, and more. We are the global leader in sector-specific software solutions that help manufacturers optimize revenue operations through design applications, engineering simulations, product selection, CPQ, PIM, visualization, and data analytics.

Headquartered in Jacksonville, FL, we serve over 20,000 customers across the globe.

Revalize is a portfolio company of TA Associates and Hg.

Job Description

We are searching for a highly analytical and effective candidate to join our global FP&A team as Finance Manager. This position will report to the VP of FP&A and offers the opportunity to work in a high paced, growth-oriented PE backed software company.   S/He will be responsible for developing and managing various financial reporting, business analysis, modelling and forecasting activities that will help effectively manage and improve the financial performance while scaling the company’s growth. This position will partner directly with Go-To-Market functions.

The successful candidate will have the ability to communicate effectively with executive leaders, tackle multiple projects, and efficiently execute on deliverables. The right individual will have strong leadership skills and solid business acumen capable of driving results and improving processes. This person will have operated successfully in a fast-paced, global, results-oriented environment.


  • Assist the VP of FP&A with company-level financial and business analysis related to agile forecasting, month-end, quarterly reporting, and annual planning. Routinely deliver accurate and informative information to stakeholders including private equity investors, board members, business leaders and the broader finance team.
  • Develop and lead all aspects of forecasting, budgeting, analysis and month-end reporting related to Sales, Marketing and Customer Success. Establish strong business partnerships that allow for delivering value beyond expense tracking.
  • Lead and participate in ad-hoc cross functional teams and projects for business units, segment and corporate as assigned. Support and partner with teams in planning, measuring, reporting and improving performance of operations.
  • Partner with Revenue Operations team to track bookings, understand pipeline, shape sales compensation strategy, understand churn, and model out revenue impacts.
  • Assist in acquisition due diligence, modeling, budgeting and integration. Establish synergy tracking to ensure deal model objectives are fully achieved.
  • Act as a leader and senior member of the FP&A team with a team-first mentality and a willingness to mentor less experienced members of the team.


  • 5+ years of progressive FP&A experience
  • Experience in global software/SaaS industry preferred.
  • Undergraduate degree in Finance or accounting, or MBA completion
  • M&A experience, including post-acquisition integration experience is a plus
  • Experience going through an annual planning or budget cycle
  • Abilities
  • A disciplined self-starter with a ‘can do’ attitude who is able to work within a very fast paced private equity environment
  • Intellectually curious and a team-first orientation. A willingness to step in where needed to assist other team members regardless of position within an org chart.
  • Ability to form strong relationships with business partners through consistent communication and delivering value-add analysis above and beyond expense forecasting.
  • Proven capability to identify and accomplish key milestones with a consistent delivery that is on-time, accurate, and of high quality. A track record of ownership of difficult tasks and tenacity to drive completion.
  • Creative thinker, problem solver, and a desire to build/scale a best-in-class FP&A organization

Additional Information

Qualified applicants will be asked to complete a 30-minute online assessment as a part of your application.


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