高级财务规划与分析经理

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 KMSMexico

• 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.
Originally posted on Himalayas