Senior FP&A Analyst

KPA • Westminster, CO

6d • Hybrid

About The Position

The Senior FP&A Analyst drives strategic financial planning, budgeting, forecasting, and performance analysis. The role partners cross-functionally to provide insights that inform decision-making, investments, and the company’s financial health. It develops reporting and analysis for internal management and external investors, including budget-versus-actual results, trends, forward-looking implications, and the broader business narrative. The analyst maintains a deep understanding of the client base and revenue, and owns the integrity, automation, and reporting of bookings, book of business, net retention, and revenue.

The role collaborates with Accounting, Revenue Operations, and Customer Success on bookings and net retention reporting; presents monthly financial reviews to senior management and external investors; supports the monthly close and forecast rollforward; and provides ad hoc analysis to business teams and the C-suite. It also owns commission and quarterly bonus calculation accuracy, supports annual budgets and rolling forecasts, improves processes and system configuration, and helps integrate acquisition financials and develop pro forma reporting.

The position builds collaborative relationships with leaders across the business to anticipate changes and opportunities in departmental budgets. Success is visible to the senior management team and external stakeholders, including private equity investors. KPA operates a hybrid, remote-first model. The company is headquartered in Westminster, Colorado, and is ideally seeking a candidate in Colorado, with occasional office collaboration and infrequent travel for in-person team meetings.

The base salary range is $100,000–$120,000, based on experience and other qualifications, with annual bonus potential of 10% of base salary.

Requirements

• 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.
• Ability to construct structured datasets.
• Proven success reporting against strategic plans and offering creative solutions when corrective actions are needed.
• Ability to think flexibly and dynamically, develop and comprehend complex ideas, and make connections across analyses.
• Ability to work autonomously with limited oversight.
• Bachelor’s degree in Finance or Accounting.
• Ability to work on a computer, type, and view a screen all of the time; remain stationary sitting or standing all of the time; and hear and listen most of the time.
• Ability to travel to local, regional, or national events infrequently.

Nice To Haves

• Power BI experience.
• Experience forecasting growth and budgets for a high-growth, technology-enabled service company.
• NetSuite and Salesforce (SFDC) experience.
• MBA preferred.

Responsibilities

• Prepare reporting packages for internal management and external investors, including budget-versus-actual and trend analysis, forward-looking implications, and the business narrative.
• Maintain a deep understanding of the client base and business revenue.
• Automate and own data integrity and reporting for bookings, book of business, net retention, and revenue, including historical variance and forward-looking forecasts.
• Coordinate with Accounting, Revenue Operations, and Customer Success to align new bookings and net retention reporting.
• Use knowledge of Salesforce.com and NetSuite data.
• Present and lead monthly financial review meetings with senior management and external investors.
• Participate in the monthly close process, including month-over-month revenue review, departmental mapping, general ledger coding, and forecast rollforward.
• Conduct ad hoc research and analyses for Sales, Customer Success, Product and Development, and the C-suite.
• Own the accuracy of commissions and quarterly bonus calculations.
• Conduct interviews and research to support annual budgets and rolling forecasts.
• Improve and streamline processes and system configuration.
• Support integration of acquisition financials and develop pro forma reporting capabilities.
• Develop collaborative relationships with business leaders to anticipate changes and opportunities in departmental budgets.
• Deliver accurate, timely, and insightful financial analyses and reports to support leadership decision-making.
• Identify trends, risks, and opportunities and recommend actions to improve forecasting accuracy and business performance.
• Manage competing priorities with ownership, reliability, and autonomy.

Benefits

• Annual bonus potential of 10% of base salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior