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FP&A Engagement Manager, Private Equity

Offre en anglais
  • Canada
  • Télétravail
  • Publié 28 juin 2026
  • 1 poste

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Type d’emploi
Temps plein
Niveau d’expérience
Expérimenté · 5+ ans
Langue de l’offre
anglais
Heures de travail
40 heures par semaine
Niveau d’expérience
Mid-Senior level

Résumé du poste

Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows. Develop lasting, trust-based partnerships with finance teams at PE-backed companies and monitor usage metrics to improve customer engagement.

Détails du poste

🔍 What we're looking for Aleph is looking for a Engagement Manager, Private Equity to work hands-on with finance teams at PE-backed companies as they upgrade their FP&A infrastructure with Aleph. This unique role combines customer success responsibilities with data analytics expertise, offering an exciting opportunity to apply your financial skills in a client-facing, impact-driven environment. You will dive deep into customers’ financial infrastructure to onboard them onto Aleph and become their primary point of contact for onboarding and day-to-day usage as they expand their Aleph implementation across use cases (i.e., reporting, budgeting, headcount planning). 👷 What you’ll be doing Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows Determine and establish effective ways to enhance PE-backed customers’ FP&A setup with Aleph Develop lasting, trust-based partnerships with finance teams at PE-backed companies Monitor usage metrics to identify adoption gaps and improve usage for assigned customers Act as the voice of the customer by surfacing feedback and insights to product and engineering teams 📝 About you 3+ years of experience in Private Equity, or on the finance team of a PE-backed company Proficient in Excel / Google Sheets modeling You have an ownership mentality and are excited to take on responsibility You are passionate about working closely with customers You communicate clearly and are able to build rapport You thrive in a fast-paced, dynamic environment You are comfortable managing multiple customers and priorities in parallel You are comfortable working on a remote team About Aleph Aleph is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category with a multi-billion market but no clear winner. We’re trying to solve a problem many finance teams are super familiar with: data scattered across a million systems, endless spreadsheets and way too much time spent getting numbers to line up instead of actually using them to make decisions. Aleph was founded by Albert Gozzi and Santiago Perez De Rosso, two technical founders with backgrounds from Stanford and MIT and experience working at top-tier companies such as Google, Microsoft and Bain & Company. We’re backed by top VCs (Khosla Ventures, Bain Capital Ventures, YC, Picus Capital), and work with customers like Webflow, Notion, Zapier, Y Combinator and many others.

Ce que vous ferez

Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows. Develop lasting, trust-based partnerships with finance teams at PE-backed companies and monitor usage metrics to improve customer engagement.

Exigences

Candidates should have 3+ years of experience in Private Equity or on the finance team of a PE-backed company. Proficiency in Excel and Google Sheets modeling is required, along with strong communication skills and the ability to manage multiple customers.

Compétences indiquées

  • analysis · Souhaitée
  • Budgeting · Souhaitée
  • Microsoft · Souhaitée
  • Teams · Souhaitée
  • Client · Souhaitée
  • Analyse de données · Souhaitée
  • Microsoft Excel · Souhaitée
  • Planning · Souhaitée
  • Communication · Souhaitée
  • Financial planning · Souhaitée
  • Communication Skills · Souhaitée
  • Customer · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

  • Private Equity
  • Data Analytics
  • Excel
  • Google Sheets
  • Customer Success
  • Financial Skills
  • Onboarding
  • FP&A
  • Budgeting
  • Reporting
  • Headcount Planning
  • Communication
  • Partnership Development
  • Usage Metrics
  • Feedback
  • Dynamic Environment

Domaines d’emploi

  • Finance & Accounting
  • Customer Service & Support
  • Data & Analytics
  • Software
  • Consulting

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