Overview

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
• 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
• 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
• 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 with occasional in-person collaboration. For this position, ideally targeting someone in Colorado (Denver, Boulder, Fort Collins, CO Springs, etc.) with some travel expectations for in-person team meetings as necessary (infrequent)
• Base salary range between $100-120k based on experience and other qualifications
• Annual bonus potential of 10% of base salary