Manager/Senior Manager, FP&A

KBF ADVISORY LLC•Irvine, CA

2h•$130,000 - $180,000•Remote

About The Position

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion. Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests. KBF is currently seeking an FP&A Manager or Senior Manager to join our internal finance team. Role Overview The FP&A Manager/Senior Manager will serve as a key finance partner to KBF's leadership team, owning the firm's internal financial planning, forecasting, and reporting functions. This person will translate financial data into actionable insights that drive business decisions and support sustainable growth.

Requirements

Bachelor's degree in Finance, Accounting, or related field
3+ years of FP&A or corporate finance experience, including analyst experience in private equity or investment banking
Manager: 3-4 years
Senior Manager: 4-7 years
Advanced financial modeling skills (Excel required; experience with planning tools such as Aleph, Adaptive, AnaPlan, Vena, DataRails, or similar preferred)
Strong command of financial statements and management reporting
Proven ability to synthesize complex data into clear, executive-ready narratives
High attention to detail and ability to manage multiple priorities in a deadline-driven environment

Nice To Haves

Experience in a professional services or advisory firm environment
MBA in Finance, Accounting, or related field or CPA
Proficiency with BI/dashboard tools (Power BI or similar)

Responsibilities

Build, maintain, and enhance sophisticated financial models to support firm-wide strategic planning and scenario analysis
Evaluate financial implications of business initiatives, investments, and operational changes
Serve as the internal subject matter expert on financial modeling standards and best practices
Lead the firm's annual budgeting process, coordinating inputs across departments and consolidating into a cohesive plan
Develop and maintain rolling forecasts, identifying risks and opportunities against budget
Partner with service line and functional leads to build bottoms-up plans and hold stakeholders accountable to their budgets
Own the design and delivery of monthly, quarterly, and annual management reporting packages for firm leadership
Build and manage dashboards that provide real-time visibility into KPIs and financial performance
Continuously improve reporting processes for accuracy, efficiency, and clarity
Act as a strategic partner to the CFO and executive team on firm performance and growth
Drive process improvements and technology enhancements across the FP&A function