Engagement Manager, Private Equity

Job description

Accountabilities Onboard private-equity-backed customers and guide finance teams through the implementation and adoption of core FP&A workflows. Serve as the primary point of contact and trusted partner for customers as they expand their use of the platform. Develop a strong understanding of each customer's financial infrastructure, processes, requirements, and business priorities. Identify adoption gaps and proactively drive increased usage across the assigned customer portfolio. Support workflows including financial reporting, budgeting, headcount planning, and other FP&A processes. Manage multiple customers, projects, priorities, and deadlines while maintaining a high standard of service. Gather and communicate customer feedback to product and engineering teams, helping influence future platform improvements. Identify opportunities to improve onboarding processes and contribute to more consistent, scalable, and repeatable implementations. Take ownership of customer challenges, proactively identify issues, and drive solutions without waiting for detailed direction. Requirements 3+ years of professional experience in FP&A, strategic finance, private equity, or a related finance function within a PE-backed company or investment fund. Strong Excel and Google Sheets skills, including financial modeling and working confidently with complex financial data. Solid understanding of FP&A processes and the ability to translate financial requirements into practical technology-enabled workflows. Strong customer-facing and stakeholder management skills, with the ability to establish credibility and trust with finance professionals. Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly. Demonstrated ownership mentality, initiative, and ability to independently identify and resolve problems. Strong organizational skills and the ability to manage multiple customers, projects, and competing priorities simultaneously. Comfortable working in a remote, collaborative environment with distributed teams. Experience in an early-stage or high-growth technology company is a plus. Ability to combine financial expertise with a customer-focused, consultative approach. Benefits Competitive compensation with regionally aligned salary ranges and equity opportunities. For LATAM-based employees, compensation is listed at US$72,000–US$114,000, depending on level and experience. Generous equity and benefits as part of the total compensation package. Fully remote work across eligible regions in the Americas. Flexible working hours designed to support autonomy and effective collaboration. Unlimited paid time off. Regular in-person company retreats. Company-provided MacBook Pro or Lenovo laptop. Fully paid health insurance for eligible U.S. employees. Guideline 401(k) for eligible U.S. employees. Opportunity to work directly with finance teams and contribute to the evolution of modern FP&A technology. Collaborative environment with opportunities to take ownership and grow professionally. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Engagement Manager, Private Equity based in Brazil. This role offers the opportunity to work closely with finance teams at private-equity-backed companies as they modernize and expand their FP&A operations.You will guide customers through onboarding and help them adopt workflows across reporting, budgeting, and headcount planning.Acting as a trusted advisor, you will combine financial expertise with strong customer partnership and hands-on problem solving.The position requires comfort working with financial data, spreadsheets, and complex business processes while keeping customer outcomes at the center.You will identify adoption opportunities, manage multiple customer priorities, and help make implementations increasingly scalable and repeatable.Your insights and customer feedback will also influence product and engineering priorities as the platform continues to evolve.This is an impactful opportunity for a finance professional who enjoys ownership, collaboration, and working in a fast-moving technology environment.