Senior Financial Planning Analyst (FP&A)

Kastle Systems•Falls Church, VA

About The Position

Kastle Systems is seeking a proactive and detail-oriented Senior Financial Analyst (FP&A) to join our growing Finance team. The ideal candidate is highly proficient in financial modeling, has a solid foundation in accounting, and brings extensive experience analyzing financial data and communicating results to drive the development and implementation of action plans that improve performance. In this role you will partner across Finance and the broader business to support planning, reporting, and decision-making for a recurring-revenue, managed-services company operating across multiple regions and lines of business.

Requirements

BA or BS in Finance, Accounting, or a related field
At least 3 years of quantitative or highly analytical work experience, ideally in FP&A
Excellent Excel skills, with the ability to build financial models with detailed supporting documentation
Proven experience calculating complex variable plan structures, including commissions, bonuses, SPIFFs, and other incentive programs
Outstanding communication, reporting, and presentation skills
Proactive, self-sufficient, detail-oriented, and organized
Ability to establish rapport and work efficiently and effectively within all levels of the organization

Nice To Haves

experience in a technology, services, or PE-backed environment is a plus
Experience with recurring-revenue, subscription, or services-based business models strongly preferred
Exposure to ERP systems, enterprise performance management (EPM)/planning applications, and incentive-compensation platforms such as Netsuite, Varicent, Microsoft CRM, and Planful preferred

Responsibilities

Perform monthly variance analysis and explain differences between actual and budgeted results
Support monthly closing processes in collaboration with the Accounting team
Calculate and administer complex variable compensation plans, including commission and bonus accruals, ensuring accuracy, alignment with company performance metrics, and timely incentive payouts
Assist in the preparation of annual budgets, forecasts, and multi-year planning, providing functional support on revenue, expense, and headcount planning to budget owners
Drive the development, enhancement, and maintenance of the three-statement financial model
Support internal and external reporting needs — including Board and ownership reporting — on both an ongoing and ad hoc basis
Partner with Finance, HR, and Payroll to maintain accurate, consistent headcount and allocation data across regions and departments
Work extensively with other members of the Finance team to ensure seamless and consistent data rules across the organization
Identify process improvement opportunities and enhance reporting efficiencies