FP&A Analyst

KPA, LLC; United States; Hybride; USD 100 000 - 120 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Flexible Spending Accounts

PTO

Paid and Floating Holidays

401k with Company match and immediate?

Company-funded Life Insurance

Employee Assistance Programs

No-cost Mental Health Benefits

Résumé du poste

KPA, LLC is seeking a Senior FP&A Analyst in Colorado to drive strategic financial planning, budgeting, forecasting, and performance analysis. You will partner across Finance, RevOps, Sales, Product, and Customer Success to ensure accurate reporting of bookings and net retention and to influence decisions with data-driven insights.

You will own the monthly close process, forecast rollforwards, and commission calculations, while building advanced financial models in Excel and Power BI.

Qualifications

• Bachelor's degree in Finance or Accounting, MBA preferred.
• Generally 5-7 years of experience in Financial Planning and Accounting.
• Proficiency in Excel and financial modeling is required.
• Experience with NetSuite and Salesforce is a plus.

Responsabilités

• Prepare reporting packages for internal management and external investors, including budget vs actual analysis and narrative development.
• Develop automation and own data integrity for bookings, book of business, net retention, and revenue forecasting.
• Partner with Accounting, RevOps, and Customer Success to align bookings and net retention reporting and manage SFDC and NetSuite data.
• Present monthly financial review meetings with senior management and external investors.
• Participate in monthly close: revenue review, GL mapping, and forecast rollforward.
• Own commissions and quarterly bonus calculations and support annual budgets and rolling forecasts.
• Drive process improvements and system configuration; support acquisition integrations and proforma reporting.

Connaissances

Advanced Excel

Financial modeling

Forecasting

Data analysis

Cross-functional collaboration

Formation

Bachelor's degree in Finance or Accounting

MBA preferred

Outils

Power BI

NetSuite

Salesforce

Description du poste

As the Senior FP&A Analyst, you'll play a critical role in driving strategic financial planning, budgeting, forecasting, and performance analysis. You'll partner cross-functionally to provide insights that directly impact decision-making, investments, and the overall financial health of the company.,

• Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business
• Possess deep understanding of the client base and revenue of the business
• Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward looking forecasts
• Coordinate with Accounting, RevOps and Customer Success to properly align new bookings and net retention reporting. Possess intimate knowledge of Salesforce.com and Netsuite data
• Present and run internal monthly financial review meetings with senior management and external investors
• Participate in the monthly close process; namely, month over month revenue review, departmental mapping, GL coding, and rollforward of the forecast
• Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C‑Suite
• Own the accuracy of commissions and quarterly bonus calculations
• Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts
• Continually strive to improve and streamline processes and system configuration
• Aid in the integration of acquisition financials and develop proforma reporting capabilities
• Relationships: The Senior FP&A Analyst will develop collaborative relationships with leaders across the business in order to predict changes and opportunities in departmental budgets. Success in this role will be visible across the company to both internal Senior management team and external stakeholders including PE investors., Deliver accurate, timely, and insightful financial analyses and reports that drive data-informed decision-making for the leadership team.
• Build strong cross-functional partnerships (Accounting, RevOps, Customer Success, Sales, Product, etc.) to ensure alignment of reporting and forecasts.
• Proactively identify trends, risks, and opportunities, and provide recommendations that improve forecasting accuracy and business performance.
• Demonstrate strong ownership, reliability, and autonomy in managing competing priorities.
• Maintain a high standard of accuracy and professionalism in all deliverables.
  Generally 5-7 years of experience in Financial Planning and Accounting
• Expert Excel skills and ability to build and audit deep, complex, interdependent financial models. Power BI experience a plus
• Ability to construct structured datasets
• Experience forecasting growth and budgets for a high-growth, technology-enabled service company preferred.
• Proven success reporting against strategic plans and offering creative solutions in the event of corrective actions
• NetSuite and SFDC experience a plus
• Flexible and dynamic thinker that can develop and comprehend complex ideas and make connections across many analyses
• Works autonomously without much oversight
• Bachelor's degree in Finance or Accounting, MBA preferred., Working on a computer, typing, and viewing a screen - all of the time
• Stationary sitting or standing - all of the time
• Hearing and listening - most of the time
• Ability to travel to local, regional, or national events - infrequently
  KPA helps automotive businesses keep their people safe, protect their operations, and stay ahead of regulatory change with our 3 Pillars for Complete Compliance: Software, Consulting, and Training. Since 1986, KPA has helped automotive businesses navigate the complexities of compliance.

Named as one of Built In Colorado's Best Places to Work for seven years in a row, KPA is made up of talented individuals working together for the greater good. We're here to help our clients build safe, thriving organizations, and we're looking for people with a common goal to help us do it.,

• KPA is headquartered in Westminster, CO (just outside of Denver). We operate in a hybrid, remote-first work model where local employees work in the office occasionally for in-person collaboration, team meetings and events. For this position, we are ideally targeting someone in Colorado (Denver, Boulder, Fort Collins, CO Springs, etc.) with some travel expectations for attendance at in-person team meetings as necessary (infrequent).
  Base salary range between $100-120k based on experience and other qualifications
• Annual bonus potential of 10% of base salary

Don't meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown some people are less likely to apply unless they meet every requirement. If you're excited about the role but your past experience doesn't align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles. As a growing company KPA values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and No-cost Mental Health Benefits.

• Medical
• Dental
• Vision
• Flexible Spending Accounts
• PTO
• Paid and Floating Holidays
• 401k with Company match and immediate vesting
• Company-funded Life Insurance
• Employee Assistance Programs
• and No-cost Mental Health Benefits.