Senior FP&A Analyst

Remote Jobs; Westminster (CO); Hybrid; USD 100.000 - 120.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Zusammenfassung

Remote Jobs in Westminster, CO is seeking a Senior FP&A Analyst to drive strategic financial planning, budgeting, forecasting and performance analysis. You will partner with Accounting, RevOps, Customer Success, and Sales to deliver insights that impact decisions and investor communications.

You will own data integrity for bookings and revenue, run monthly reviews with leadership and investors, and contribute to budgets and rolling forecasts.

Qualifikationen

• Generally 5-7 years of experience in Financial Planning and Accounting.
• Expert Excel skills and ability to build and audit deep, complex models; Power BI is a plus.
• Ability to construct structured datasets.
• Experience forecasting growth and budgets for a high-growth tech-enabled service company.
• Proven success reporting against strategic plans with creative corrective actions.
• NetSuite and SFDC experience is a plus.
• Flexible, dynamic thinker who can connect complex analyses; work autonomously.
• Bachelor's degree in Finance or Accounting; MBA preferred.

Aufgaben

• Prepare reporting packages for internal management and external investors with narrative.
• Develop automation and own data integrity for bookings, book of business, net retention, and revenue.
• Coordinate with Accounting, RevOps and Customer Success to align reporting; Salesforce.com and Netsuite data awareness.
• Present monthly financial reviews with senior management and investors.
• Participate in monthly close including revenue review and forecast rollforward.
• Conduct ad-hoc analyses to support Sales, Customer Success, Product, and the C-Suite.
• Own accuracy of commissions and quarterly bonus calculations.
• Assist in annual budgets and rolling forecasts; streamline processes and system configuration.
• Support integration of acquisition financials and proforma reporting.

Kenntnisse

Excel

Structured datasets

Forecasting growth & budgets

Autonomy

Cross-functional partnership

Ausbildung

Bachelor's degree in Finance or Accounting

MBA preferred

Tools

Power BI

NetSuite

Salesforce (SFDC)

Jobbeschreibung

Position Description

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.

Responsibilities

• 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.

Qualifications

• 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
• Work autonomously without much oversight
• Bachelor's degree in Finance or Accounting, MBA preferred.

Success Criteria

• 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.

Physical Requirements

• 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

Location

• 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).

Compensation

• Base salary range between $100-120k based on experience and other qualifications
• Annual bonus potential of 10% of base salary