Senior Manager FP&A

KMS Technology, Inc.; Región Centro; Sur place; MXN 1 400 000 - 2 100 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Cross-functional collaboration

Analytical thinking

Strategic mindset

Communication

Formation

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

MBA preferred / CFA a plus

Outils

Excel

Power BI

CRM (Salesforce)

ERP (Oracle NetSuite)

Description du poste

At KMS Technology, we are dedicated to delivering cutting-edge solutions and services that empower businesses to achieve their goals. Our team is composed of highly skilled professionals who are passionate about technology and innovation. We provide a dynamic and collaborative work environment where you can grow your career and make a significant impact.

Job Description

KMS Technology is seeking a strategic, systems-minded Senior Manager, FP&A — Global Forecasting & Financial Data to act as a senior business partner to the Global Head of FP&A and the hub for the company’s forecasting and financial data infrastructure. Based in the Americas, this role provides critical same‑hemisphere coverage for the Global Head of FP&A and owns the integrity, structure, and accessibility of the data and models that drive KMS’s financial forecasts. This is a build‑and‑own individual‑contributor role, not a people‑management role. The successful candidate will make KMS’s financial data directly usable: surfacing information from source systems and Power BI into clean, standardized “Excel databases” that anyone — from the Global Head of FP&A to executive stakeholders — can analyze through Excel pivot tables. They will also lead the evolution of our current spreadsheet‑based forecasts into a single, cohesive, linked financial statistics‑based model, combining deep modeling expertise with strong data discipline.

Key Responsibilities

Financial Data & Excel Databases (Single Source of Truth)

• Own the design and maintenance of KMS’s standardized “Excel databases” — clean, flat, pivot‑ready tables that surface data from source systems and Power BI into Excel, so the Global Head of FP&A and others can build answers directly through pivot tables.
• Define standardized data extracts: consistent schema, consistent formats, and fixed extraction cut‑off times, so pipe‑to‑revenue‑to‑cost data are always aligned to the same point in time.
• Partner closely with the Vietnam‑based pipeline data analyst who maintains the Power BI database to ensure system and Power BI data flow cleanly and consistently into the Excel databases.
• Establish and enforce data governance and documentation — naming conventions, refresh cadence, and version control — so the data is reliable, repeatable, and auditable.
• Keep the Excel databases the accessible, self‑serve front end for analysis, complementing (not replacing) Power BI used upstream.

Cohesive Financial Model — Build & Transition

• Lead the transition from today’s separate Google Sheets and Excel files — currently consolidated manually into a single workbook on request — to a structured set of linked Excel workbooks that operate as one cohesive financial model.
• Architect the model: define module boundaries (e.g., pipeline‑to‑revenue, cost of services and gross margin, Europe, consolidation and outputs), 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 — so the integrated model is robust, transparent, and easy to maintain.
• Partner with the Accounting team to redesign and replace the current manual consolidation process, so the model meets executive reporting needs on demand rather than on request.
• Continuously improve the model’s structure, accuracy, and usability as the business and data sources evolve.

Forecasting & Business Partnering

• 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 Latest Estimate (LE) updates, and comparative analysis (actual vs. forecast vs. budget), interpreting variances and trends to support decision‑making.
• 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.

Advanced Analytics & Forecasting Innovation

• 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 — including regression analysis, Monte Carlo simulation, and other statistical techniques — to improve the accuracy and reliability of forecast results.
• As the financial models mature, help introduce AI to support and streamline the weekly Funnel‑to‑Cash (F2C) forecasting process.
• Continuously test, validate, and refine forecasting approaches so that stronger methods translate into better, faster business decisions.

Cross‑Region Collaboration & Global Coverage

• Provide Americas‑based coverage that strengthens the global FP&A team’s responsiveness across time zones, supporting timely analysis and decision‑making for stakeholders in every region.
• Coordinate the cadence and standards for inputs from peers and partners across regions — the Vietnam‑based pipeline‑to‑revenue and cost‑to‑gross‑margin teams, the Poland‑based regional finance feeding European data, and any future regions or acquired companies — into the forecast.
• Integrate and reconcile inputs from all regions into the consolidated model and Excel databases, ensuring a consistent global view.
• Collaborate as a peer and enabler — co‑designing templates and standards with colleagues rather than imposing them — to support a cohesive, high‑trust global FP&A team.

Support for Executive & Board Reporting

• Provide the underlying data, models, and analysis that feed executive and board materials, partnering closely with the Global Head of FP&A who owns those deliverables.
• 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 that make executive‑level storytelling easier to assemble.

Qualifications

Experience & Education

• 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.

Skills & Competencies

• Expert‑level Excel and financial modeling, including advanced multi‑workbook / linked‑model design and a strong grasp of model architecture, controls, and best practices.
• Strong data management discipline: structuring data, standardizing extracts, and building clean, pivot‑ready Excel datasets from multiple source systems. Includes statistical analysis.
• Working familiarity with Power BI, data warehouses, and CRM platforms (Salesforce), HR Information systems, PSA’s, etc.; experience with ERP systems such as Oracle NetSuite is a plus.
• Solid understanding of forecasting, budgeting, and core SaaS / services metrics (bookings, pipeline, gross margin).
• Strong analytical communication — able to present complex financial data clearly to senior audiences and support board‑level storytelling.
• Highly organized and detail‑oriented, with the process discipline to set and maintain standards.
• Collaborative and culturally aware, with the ability to partner effectively across regions and lead through influence rather than authority.
• Professional working proficiency in English.

Additional Information

Perks you enjoy at KMS Mexico

• Mexican law benefits
• 15 days of PTO (in year zero, from the first year onwards it is 3 days per year).
• 5 days' leave for the death of immediate family members, negotiable.
• Major Medical Expenses Insurance with coverage for immediate dependents (spouse and children).
• Annual performance bonus (≈10% of annualized salary).
• Annual salary adjustment.
• Employee Referral Bonus.
• Paid Certifications / Courses
• Coursera License.
• 5% Savings Fund.
• 5% Grocery Vouchers.