Senior Manager FP&A

Job description

KMS Technology is seeking a strategic, systems-minded Senior Manager, FP&A — Global Forecasting & Financial Data to act as a senior business partner to the Global Head of FP&A and the hub for the company’s forecasting and financial data infrastructure. Based in the Americas, this role provides critical same-hemisphere coverage for the Global Head of FP&A and owns the integrity, structure, and accessibility of the data and models that drive KMS’s financial forecasts. This is a build-and-own individual-contributor role, not a people-management role. The successful candidate will make KMS’s financial data directly usable: surfacing information from source systems and Power BI into clean, standardized “Excel databases” that anyone — from the Global Head of FP&A to executive stakeholders — can analyze through Excel pivot tables. They will also lead the evolution of our current spreadsheet-based forecasts into a single, cohesive, linked financial statistics-based model, combining deep modeling expertise with strong data discipline. Key Responsibilities Financial Data & Excel Databases (Single Source of Truth) • Own the design and maintenance of KMS’s standardized “Excel databases” — clean, flat, pivot-ready tables that surface data from source systems and Power BI into Excel, so the Global Head of FP&A and others can build answers directly through pivot tables. • Define standardized data extracts: consistent schema, consistent formats, and fixed extraction cut-off times, so pipe-to-revenue-to-cost data are always aligned to the same point in time. • Partner closely with the Vietnam-based pipeline data analyst who maintains the Power BI database to ensure system and Power BI data flow cleanly and consistently into the Excel databases. • Establish and enforce data governance and documentation — naming conventions, refresh cadence, and version control — so the data is reliable, repeatable, and auditable. • Keep the Excel databases the accessible, self-serve front end for analysis, complementing (not replacing) Power BI used upstream. Cohesive Financial Model — Build & Transition • Lead the transition from today’s separate Google Sheets and Excel files — currently consolidated manually into a single workbook on request — to a structured set of linked Excel workbooks that operate as one cohesive financial model. • Architect the model: define module boundaries (e.g., pipeline-to-revenue, cost of services and gross margin, Europe, consolidation and outputs), linking logic, input/calculation/output separation, and clear ownership for each component. • Establish modeling standards and controls — consistent formats, documented assumptions, error checks, and audit trails — so the integrated model is robust, transparent, and easy to maintain. • Partner with the Accounting team to redesign and replace the current manual consolidation process, so the model meets executive reporting needs on demand rather than on request. • Continuously improve the model’s structure, accuracy, and usability as the business and data sources evolve. Forecasting & Business Partnering • Own the development of the consolidated forecast model, integrating pipeline/revenue, cost/gross-margin, and Global inputs into a coherent company forecast. • Perform weekly Funnel-to-Cash and monthly forecasts and Latest Estimate (LE) updates, and comparative analysis (actual vs. forecast vs. budget), interpreting variances and trends to support decision-making. • Support the annual budgeting exercise and scenario / sensitivity modeling across business lines and regions. • Act as a trusted analytical partner to the Global Head of FP&A on revenue, cost, margin , OPEX, etc. performance. Advanced Analytics & Forecasting Innovation • Serve as the Global Head of FP&A’s right hand in taking financial modeling to the next level of analytics, applying best-practice numerical methods — including regression analysis, Monte Carlo simulation, and other statistical techniques — to improve the accuracy and reliability of forecast results. • As the financial models mature, help introduce AI to support and streamline the weekly Funnel- to-Cash (F2C) forecasting process. • Continuously test, validate, and refine forecasting approaches so that stronger methods translate into better, faster business decisions. Cross-Region Collaboration & Global Coverage • Provide Americas-based coverage that strengthens the global FP&A team’s responsiveness across time zones, supporting timely analysis and decision-making for stakeholders in every region. • Coordinate the cadence and standards for inputs from peers and partners across regions — the Vietnam-based pipeline-to-revenue and cost-to-gross-margin teams, the Poland-based regional finance feeding European data, and any future regions or acquired companies — into the forecast. • Integrate and reconcile inputs from all regions into the consolidated model and Excel databases, ensuring a consistent global view. • Collaborate as a peer and enabler — co-designing templates and standards with colleagues rather than imposing them — to support a cohesive, high-trust global FP&A team. Support for Executive & Board Reporting • Provide the underlying data, models, and analysis that feed executive and board materials, partnering closely with the Global Head of FP&A who owns those deliverables. • Ensure the numbers, structure, and supporting analysis behind executive communications are accurate, consistent, and decision-ready. • Turn complex financial data into clear, well-organized analysis and visuals that make executive- level storytelling easier to assemble. Experience & Education • Bachelor’s degree in Finance, Accounting, Economics, or a related field; Engineering or Math related degree and/or MBA preferred, CFA a plus. • 7–10 years of progressive finance experience, including significant time in an FP&A or financial modeling role. • Prior experience in a high-growth technology, SaaS, or services company strongly preferred. • Experience working with globally distributed teams across very different time zones. Skills & Competencies • Expert-level Excel and financial modeling, including advanced multi-workbook / linked-model design and a strong grasp of model architecture, controls, and best practices. • Strong data management discipline: structuring data, standardizing extracts, and building clean, pivot-ready Excel datasets from multiple source systems. Includes statistical analysis. • Working familiarity with Power BI, data warehouses, and CRM platforms (Salesforce), HR Information systems, PSA’s, etc.; experience with ERP systems such as Oracle NetSuite is a plus. • Solid understanding of forecasting, budgeting, and core SaaS / services metrics (bookings, pipeline, gross margin). • Strong analytical communication — able to present complex financial data clearly to senior audiences and support board-level storytelling. • Highly organized and detail-oriented, with the process discipline to set and maintain standards. • Collaborative and culturally aware, with the ability to partner effectively across regions and lead through influence rather than authority. • Professional working proficiency in English. Perks you enjoy at KMS Mexico Mexican law benefits 15 days of PTO (in year zero, from the first year onwards it is 3 days per year). 5 days' leave for the death of immediate family members, negotiable. Major Medical Expenses Insurance with coverage for immediate dependents (spouse and children). Annual performance bonus (≈10% of annualized salary). Annual salary adjustment. Employee Referral Bonus. Paid Certifications / Courses Coursera License. 5% Savings Fund. 5% Grocery Vouchers. At KMS Technology, we are dedicated to delivering cutting-edge solutions and services that empower businesses to achieve their goals. Our team is composed of highly skilled professionals who are passionate about technology and innovation. We provide a dynamic and collaborative work environment where you can grow your career and make a significant impact.