Senior FP&A: Global Forecasting & Data Model Lead

KMS Technology, Inc.; Región Centro; Presencial; MXN 1.400.000 - 2.100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mexican law benefits

15 days PTO

5 days leave for death of immediate (f

Major Medical Expenses Insurance

Annual performance bonus (~10%)

Annual salary adjustment

Employee Referral Bonus

Paid Certifications / Courses

Coursera License

5% Savings Fund

5% Grocery Vouchers

Descripción de la vacante

KMS Technology, Inc. seeks a Senior Manager, FP&A — Global Forecasting & Financial Data to partner with the Global Head of FP&A and own forecasting data infrastructure.

Based in the Americas, the role builds Excel databases, transitions to a cohesive financial model, and delivers executive-ready insights for revenue, cost, and margins. The role emphasizes data governance, cross-region collaboration, and advanced analytics, including AI-assisted forecasting.

Formación

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; Engineering or Math related degree and/or MBA preferred, CFA a plus.
• 7–10 years of progressive finance experience, including significant time in an FP&A or financial modeling role.
• Prior experience in a high-growth technology, SaaS, or services company strongly preferred.
• Experience working with globally distributed teams across very different time zones.

Responsabilidades

• Own the design and maintenance of standardized Excel databases surfacing data from source systems and Power BI into Excel pivot tables.
• Define standardized data extracts: consistent schema, consistent formats, and fixed extraction cut-off times.
• Partner closely with the Vietnam-based pipeline data analyst who maintains the Power BI database to ensure data flow cleanly into Excel databases.
• Establish and enforce data governance and documentation — naming conventions, refresh cadence, and version control.
• Keep the Excel databases the accessible, self-serve front end for analysis, complementing Power BI used upstream.
• Lead the transition from today’s separate Google Sheets and Excel files to a structured set of linked Excel workbooks that operate as one cohesive financial model.
• Architect the model: define module boundaries, linking logic, input/calculation/output separation, and clear ownership for each component.
• Establish modeling standards and controls — consistent formats, documented assumptions, error checks, and audit trails.
• Partner with the Accounting team to redesign and replace the current manual consolidation process.
• Continuously improve the model’s structure, accuracy, and usability as the business and data sources evolve.
• Own the development of the consolidated forecast model, integrating pipeline/revenue, cost/gross-margin, and Global inputs into a coherent company forecast.
• Perform weekly Funnel-to-Cash and monthly forecasts and LE updates, and comparative analysis (actual vs. forecast vs. budget).
• Support the annual budgeting exercise and scenario / sensitivity modeling across business lines and regions.
• Act as a trusted analytical partner to the Global Head of FP&A on revenue, cost, margin, OPEX, etc. performance.
• Serve as the Global Head of FP&A’s right hand in taking financial modeling to the next level of analytics, applying best-practice numerical methods.
• As the financial models mature, help introduce AI to support and streamline the weekly Funnel-to-Cash forecasting process.
• Continuously test, validate, and refine forecasting approaches so that stronger methods translate into better, faster business decisions.
• Provide Americas-based coverage that strengthens the global FP&A team’s responsiveness across time zones.
• Coordinate inputs from across regions into the forecast.
• Integrate inputs from all regions into the consolidated model and Excel databases.
• Collaborate as a peer and enabler to support a cohesive, high-trust global FP&A team.
• Provide the underlying data, models, and analysis that feed executive and board materials.
• Ensure the numbers, structure, and supporting analysis behind executive communications are accurate, consistent, and decision-ready.
• Turn complex financial data into clear, well-organized analysis and visuals for executive storytelling.

Conocimientos

Cross-functional collaboration

Analytical thinking

Strategic mindset

Communication

Educación

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA preferred / CFA a plus

Herramientas

Excel

Power BI

CRM (Salesforce)

ERP (Oracle NetSuite)

Descripción del empleo

KMS Technology, Inc. seeks a Senior Manager, FP&A — Global Forecasting & Financial Data to partner with the Global Head of FP&A and own forecasting data infrastructure.

Based in the Americas, the role builds Excel databases, transitions to a cohesive financial model, and delivers executive-ready insights for revenue, cost, and margins. The role emphasizes data governance, cross-region collaboration, and advanced analytics, including AI-assisted forecasting.