Senior FP&A & Forecasting Lead

Theuniversityunion; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Bluebird Fiber is seeking a Senior FP&A Analyst to own financial models, forecasting, and reporting for leadership, lenders, and select M&A activities in our Kansas City office.

The role requires building three-statement models, managing debt schedules, and delivering dashboards using Power BI and related tools to improve forecasting and financial insights.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of FP&A, Corporate Finance, Strategic Finance, or related roles
• Advanced Excel and financial modeling skills
• Experience building three-statement operating models
• Experience preparing lender, board, or investor materials
• Strong understanding of financial statements and cash flow analysis
• Exceptional communication and presentation skills

Responsibilities

• Own day-to-day forecast updates, budgeting templates, long-range planning files, and recurring FP&A deliverables.
• Maintain integrated financial models covering revenue, EBITDA, cash flow, CapEx, working capital, and liquidity.
• Develop forecasts for MRR, bookings, installs, churn, renewals, customer profitability, and capital projects.
• Reconcile model inputs to source systems and investigate data discrepancies across financial and operational data.
• Prepare monthly variance analyses and business driver summaries for leadership review.
• Build and maintain debt financing, refinancing, credit facility, and private debt analyses.
• Maintain debt schedules, liquidity forecasts, and supporting analyses for financing discussions.
• Maintain structured finance models covering recurring revenue, portfolio performance, collateral, debt service, and covenants.
• Prepare lender and investor diligence, reporting, and surveillance materials for Director review.
• Prepare acquisition, divestiture, valuation, synergy, and return analyses.
• Maintain diligence trackers, transaction data room materials, and internal transaction support files.
• Prepare CIM summaries and transaction material reviews covering target performance, growth drivers, risks, and valuation considerations.
• Analyze integration costs, synergy opportunities, and post-acquisition performance trends.
• Prepare financial analyses, KPI dashboards, and reporting materials for leadership, lender, and sponsor review.
• Build dashboards and automated reporting solutions using Power BI, Datarails, Excel, ERP systems, and related tools.
• Improve forecasting processes through automation and financial analytics.
• Create and maintain standard templates, reconciliations, reporting workflows, and version-controlled files.
• Maintain secure financial databases and reporting files with strong data integrity and access controls.

Skills

Advanced Excel

Financial modeling

Forecasting

Data analysis

Communication & presentation

Education

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

CFA, CPA, CMA, or MBA

Tools

Power BI

Datarails

Salesforce

Business Central

Job description

• Location 8330 Ward Parkway,Suite 500,Kansas City, MO, 64114,United States

Description

ABOUT THE COMPANY:

Bluebird Fiber is a premier fiber telecommunications provider of internet, data transport, and other services to carriers, businesses, schools, hospitals, and other enterprises in the Midwest. To learn more, please visit bluebirdfiber.com .

Join an amazing team of telecommunication professionals! Bluebird is a dynamic growing company in need of a Senior FP&A Analyst to be a part of a collaborative team. This is a full-time, benefit eligible position in our Kansas City Office. All of us at Bluebird work hard to meet objectives for the organization and live the mission and values of this growing company to meet a common goal. Check out this video that highlights our amazing company culture.

POSITION PURPOSE:

The Senior FP&A Analyst is the hands-on owner of financial models, forecasting files, recurring reporting, data integrity, and analytical support. This role will prepare models, reporting packages, dashboards, and analyses for leadership discussion, lender reporting, and select M&A activities.

Requirements

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in FP&A, Corporate Finance, Strategic Finance, Accounting, Investment Banking, or related financial analysis roles
• Advanced Excel and financial modeling skills
• Experience building three-statement operating models
• Experience preparing lender, board, or investor materials
• Strong understanding of financial statements and cash flow analysis
• Exceptional communication and presentation skills

Preferred Qualifications:

• Telecommunications, broadband, data center, infrastructure, or recurring revenue business experience
• Private equity-backed company experience
• Capital markets, structured finance, or debt financing experience
• M&A transaction experience
• Exposure to ABS structures, securitized cash flow modeling, or virtual data rooms
• Experience with Power BI, Datarails, Salesforce, or Business Central
• CFA, CPA, CMA, or MBA

Summary

Primary Responsibilities

• Own day-to-day forecast updates, budgeting templates, long-range planning files, and recurring FP&A deliverables.
• Maintain integrated financial models covering revenue, EBITDA, cash flow, CapEx, working capital, and liquidity.
• Develop forecasts for MRR, bookings, installs, churn, renewals, customer profitability, and capital projects.
• Reconcile model inputs to source systems and investigate data discrepancies across financial and operational data.
• Prepare monthly variance analyses and business driver summaries for review and leadership discussion.
• Build and maintain supporting models for debt financing, refinancing, credit facility, and private debt placement analyses.
• Maintain debt schedules, liquidity forecasts, and supporting analyses used in financing discussions.
• Maintain structured finance models covering recurring revenue, portfolio performance, collateral, debt service coverage, and covenant metrics.
• Prepare lender and investor diligence, reporting, and surveillance materials for Director review.

Mergers & Acquisitions:

• Prepare acquisition, divestiture, valuation, synergy, and return analyses.
• Maintain diligence trackers, transaction data room materials, and internal transaction support files.
• Prepare CIM summaries and transaction material reviews covering target performance, growth drivers, risks, and valuation considerations.
• Analyze integration costs, synergy opportunities, and post-acquisition performance trends.

Investors & Board Reporting:

• Prepare financial analyses, KPI dashboards, operational scorecards, and reporting materials for leadership, lender, and sponsor review.

Business Intelligence & Reporting:

• Build dashboards and automated reporting solutions using Power BI, Datarails, Excel, ERP systems, and related tools.
• Improve forecasting processes through automation and financial analytics.
• Create and maintain standard templates, reconciliations, reporting workflows, and version-controlled files.
• Maintain secure financial databases and reporting files with strong data integrity, access controls, and current source-system inputs.

Bluebird is an equal opportunity employer.