Finance Manager, Strategy & Operations

Finance Manager, Strategy & Operations

Your Mission As Finance Manager

Reporting to the Vice President of Finance, the Finance Manager, Strategy & Operations is a senior individual contributor responsible for helping scale the finance organization as the company grows through organic expansion and acquisitions. This role combines financial planning and analysis, technical accounting, international finance, systems implementation, and process improvement to support the Company’s long-term growth and day-to-day financial operations. Working closely with the Controller and other finance leaders, including the Director of Finance in India, this role will provide broad finance support, cross-functional partnership, and continuity across the global finance function

The ideal candidate thrives in a fast-paced SaaS environment, enjoys building scalable finance infrastructure, and takes ownership of complex cross-functional initiatives from concept through execution. This is a hands-on role that requires the ability to balance strategic thinking with day-to-day financial operations. The successful candidate will serve as a strategic finance partner with primary ownership of FP&A, finance systems, process improvement, and other cross-functional initiatives, while providing practical operational support across the finance organization.

Accountability & Impact: In this role, you’ll...

Financial Leadership & Reporting

• Support timely and accurate financial reporting in accordance with US GAAP, in partnership with the Controller.
• Prepare, review, and analyze consolidated financial statements and management reporting for domestic and international entities.
• Provide hands-on operational support for the monthly close, annual audit, technical accounting matters, and other accounting priorities as needed.
• Support the Controller to maintain and enhance accounting policies, internal controls, and financial reporting processes.
• Serve as a designated operational backup to the Controller for routine finance and accounting activities, helping maintain continuity during planned absences, major projects, and periods of increased business need.

Financial Planning & Strategic Analysis

• Own the annual budgeting process, rolling forecasts, and long-range financial planning.
• Develop and manage executive dashboards, KPI reporting, board materials, lender reporting, and other decision-support reporting.
• Analyze financial and operating results, identify trends and risks, and provide actionable insights to executive leadership.
• Build financial models and business cases to support strategic initiatives, resource allocation, investments, and acquisition-related decisions.
• Partner with business leaders to evaluate opportunities, risks, operational performance, and progress against financial goals.

International Finance, Compliance & Revenue Operations

• Coordinate financial reporting and finance activities across domestic and international operations, including foreign currency consolidations and statutory reporting support.
• Partner with the Director of Finance in India and other internal and external stakeholders to coordinate international financial reporting, compliance, foreign currency matters, statutory requirements, and other cross-border finance initiatives, while respecting local functional ownership.
• Support subscription accounting, ASC 606 revenue recognition, commission reporting, and recurring revenue analytics in partnership with the Controller and other finance stakeholders.
• Coordinate global sales tax, indirect tax, and other regulatory compliance requirements with internal owners and external advisors.

Finance Transformation & Business Operations

• Own finance transformation initiatives that improve scalability, efficiency, controls, and data integrity.
• Lead the evaluation, implementation, and optimization of finance systems, ERP platforms, reporting tools, and related finance technology.
• Partner cross-functionally to improve financial processes, automate workflows, strengthen data flows, and integrate business systems.
• Develop and document standardized financial processes, operating procedures, and controls that support a scalable finance organization.
• Manage and support finance integration activities for acquisitions and other strategic initiatives, including planning, systems, reporting, process alignment, and cross-functional coordination.

What You Bring to the Role:

• Bachelor's degree in Accounting or Finance
• 8–10 years of progressive accounting and finance experience, with demonstrated breadth across FP&A, accounting, and finance operations
• Solid working knowledge of US GAAP with the ability to provide practical support across accounting and reporting matters
• Strong FP&A experience, including budgeting, forecasting, financial modeling, and executive-level analysis
• Previous experience owning the month end closing process
• Experience preparing, reviewing, and analyzing consolidated financial statements
• Experience supporting multi-entity, international entities and foreign currency accounting
• SaaS industry experience required
• Experience with subscription-based business models and recurring revenue required
• Advanced Excel skills
• Demonstrated ability to operate independently, manage competing priorities, and partner effectively across functions
• Strong analytical and communication skills, with the ability to translate financial information into clear business recommendations

Nice to haves:

• Experience supporting finance integration for acquired companies or other complex business integrations
• ERP implementation, finance systems, or finance transformation experience
• NetSuite implementation experience
• Salesforce, Zuora, or other subscription billing platforms
• International tax and transfer pricing experience
• Experience with BI and reporting tools (e.g., Sigma, Power BI, Tableau)

Employment is contingent upon the successful completion of a comprehensive background check, conducted after an offer has been accepted. This process includes criminal history, employment verification, and education verification.

The base pay range for this role is $125,000 - $130,000 . The base pay range is dependent on factors including, but not limited to, experience, skills, qualifications, relevant education, certifications, seniority, and location. The range listed is just one component of the total compensation package for employees. This role is also bonus eligible.

In addition to base pay, our total rewards package includes:

• PTO policy includes company holidays, sick time, vacation time, and floating holidays
• Remote
• Company pays a portion of individual health care premium
• Option to participate in a company-sponsored 401(k)
• Training and education
• Professional development; all employees have access to a third party professional coach
• Tuition reimbursement program
• Opportunity to work for a purpose-driven organization using business as a force for good (

Energage is a remote workplace with employees in various US locations. While our employees enjoy the flexibility of daily remote work, they are also given the occasional opportunity for in person interaction. This includes in our office in Exton Pa, or in a coworking space/out in their local area. This role is available for remote work in the following states:

• Arizona
• Colorado
• Delaware
• Florida
• Georgia
• Maryland
• Michigan
• North Carolina
• Nebraska
• New Jersey
• New York STATE (NYC residents excluded)
• Pennsylvania
• South Carolina
• Tennessee
• Texas
• Wisconsin

If you reside outside of the above locations, you will not be considered for this role.

About Energage:

Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 19 years of culture research and the results from 23 million employees surveyed across more than 70,000 organizations, Energage delivers the most accurate competitive benchmark available. With access to a unique combination of patented analytic tools and expert guidance, Energage customers lead the competition with an engaged workforce and an opportunity to gain recognition for their people-first approach to culture. For more information or to nominate your organization, visit energage.com or topworkplaces.com.

Energage is committed to fostering a diverse and inclusive environment. We are proud to be an equal opportunity employer. Energage encourages all qualified candidates to apply, including those of any race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.