Senior Manager FP&A

Kms-Technology; Región Centro; Presencial; MXN 2.095.704 - 3.143.556; Jornada completa

Descripción de la vacante

KMS Technology is seeking a strategic Senior Manager, FP&A — Global Forecasting & Financial Data to act as a senior business partner to the Global Head of FP&A and own the company’s forecasting and financial data infrastructure across the Americas. The role drives accuracy, consistency, and accessibility of forecasting data for executives.

This build-and-own position emphasizes moving from scattered spreadsheets to a cohesive, linked model and standardized Excel databases that empower analysis

Formación

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
• 7–10 years in FP&A or financial modeling.
• Experience in high-growth tech/SaaS or services.
• Experience with globally distributed teams.

Responsabilidades

• Own the design of the consolidated forecast model.
• Lead weekly Funnel-to-Cash and monthly forecasts.
• Partner with Accounting to redesign consolidation.
• Develop analytics and forecasting innovations.
• Provide data and analysis for executive reporting.

Conocimientos

Excel

Power BI

Financial modeling

Forecasting

Data governance

Stakeholder management

Educación

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

MBA preferred

CFA a plus

Herramientas

Salesforce

Oracle NetSuite

ERP systems

Descripción del empleo

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.

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

• 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
• 5% Savings Fund.
• 5% Grocery Vouchers.

By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply