Senior FP&A Analyst
About The Position
As the Senior FP&A Analyst, you will drive strategic financial planning, budgeting, forecasting, and performance analysis. You will partner across the company to provide insights that influence decision-making, investments, and the company’s financial health. The role develops collaborative relationships with business leaders to anticipate changes and opportunities in departmental budgets, with work visible to senior management and external stakeholders, including private-equity investors. The position supports management and investor reporting, revenue and bookings analysis, the monthly close process, annual budgets and rolling forecasts, commissions and bonus calculations, and integration of acquisition financials. It also conducts ad-hoc analyses for business functions and helps improve processes and system configuration. KPA is headquartered in Westminster, Colorado, and operates a hybrid, remote-first model. Local employees work in the office occasionally for collaboration, meetings, and events. The company is ideally targeting candidates in Colorado, with infrequent travel for in-person team meetings as needed.
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 action is needed.
- Flexible and dynamic thinking, including the ability to develop and understand complex ideas and connect insights across analyses.
- Ability to work autonomously with limited oversight.
- Bachelor’s degree in Finance or Accounting.
- Demonstrated ownership, reliability, and autonomy in managing competing priorities.
- High standard of accuracy and professionalism in deliverables.
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.
Responsibilities
- Prepare reporting packages for internal management and external investors, including budget-versus-actual and trend analyses, forward-looking implications, and an overarching business narrative.
- Develop a deep understanding of the client base and company revenue.
- Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue, including historical variance and forward-looking forecasts.
- Coordinate with Accounting, RevOps, and Customer Success to align new-bookings and net-retention reporting, using 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 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 support development of annual budgets and rolling forecasts.
- Improve and streamline processes and system configuration.
- Support integration of acquisition financials and develop pro forma reporting capabilities.
- Build collaborative relationships with business leaders to anticipate changes and opportunities in departmental budgets.
- Deliver accurate, timely, and insightful analyses and reports; identify trends, risks, and opportunities; and provide recommendations to improve forecasting accuracy and business performance.
Benefits
- Annual bonus potential of 10% of base salary.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
