FP&A Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the annual budgeting process and ongoing forecasts, collaborating with leaders in Sales, Customer Success, Product, and General & Administrative departments.

• Develop and sustain financial models that encompass revenue, unit economics, headcount, and cash runway to facilitate decision-making at the board and investor levels.

• Create regular reporting packages for the board and investors, including metrics such as ARR, net revenue retention, CAC/LTV, gross margin, and burn multiple.

• Provide monthly variance analyses (actuals vs. budget vs. forecast) with clear and actionable insights for leadership.

• Assist in scenario planning and conduct ad hoc analyses related to growth strategies, pricing, and resource distribution.

• Aid in establishing and enhancing FP&A tools, systems, and processes as the finance function grows post-investment.

• Collaborate with the CEO, CFO, and executive team to prepare materials for board meetings, investor updates, and potential M&A activities.

• Work closely with the Accounting team on deliverables related to the close process, including revenue recognition, reconciliations, and month-end close, ensuring forecasts align with reported actuals.

⛳️ Requirements

• Between 3 to 6 years of relevant experience, preferably from private equity, investment banking, or a transaction advisory firm (such as PwC, KPMG, Deloitte, EY, Grant Thornton, RSM, Baker Tilly, CBIZ), or equivalent in-house FP&A experience.

• Strong skills in financial modeling, valuation, and analysis, with advanced Excel proficiency.

• Proven ability to convert complex financial information into clear narratives for non-finance stakeholders and senior leadership.

• Comfortable working in a fast-paced, high-growth, PE-backed environment with evolving processes.

• Bachelor's degree in Finance, Accounting, or a related field; CFA, CPA, or MBA is a plus.

• Familiarity with SaaS/subscription business metrics is beneficial.

• Experience with NetSuite is a strong advantage, as it serves as K1x's system of record for accounting and finance.

🏝️ Benefits

• Competitive salary and equity participation.

• Comprehensive medical, dental, and vision coverage.

• Flexible paid time off and company-recognized holidays.

• Fully remote work environment.

• 401(k) retirement plan.

• Paid parental leave.

• Access to an industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat that competitors find difficult to replicate.

• Opportunity to help shape and lead a rapidly evolving category within private markets tax technology.

• High-impact position with direct influence on company growth, market positioning, and product strategy.

• Collaborative and execution-focused culture designed for operators and builders.

• Competitive salary, equity participation, and a comprehensive benefits package.