Senior FP&A Analyst

WestminsterRemoteFull-time$100k–$120k

AI Summary

Drives strategic financial planning, budgeting, forecasting, and performance analysis by partnering cross-functionally to provide insights that impact decision-making and the company's financial health.

About this role

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

Skills

BookingsBudgetingCommission CalculationsData IntegrityExcelFinancial ModelingForecastingGL CodingNetSuitePower BIProforma ReportingReportingRevenue RecognitionSalesforceVariance Analysis