Job description

Who We Are KPA helps automotive businesses keep their people safe, protect their operations, and stay ahead of regulatory change with our 3 Pillars for Complete Compliance: Software, Consulting, and Training. Since 1986, KPA has helped automotive businesses navigate the complexities of compliance. Named as one of Built In Colorado’s Best Places to Work for seven years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it. Position Description: 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 Relationships: The Senior FP&A Analyst will develop collaborative relationships with leaders across the business in order to predict changes and opportunities in departmental budgets. Success in this role will be visible across the company to both internal Senior management team and external stakeholders including PE investors. Qualifications: 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. Success Criteria Deliver accurate, timely, and insightful financial analyses and reports that drive data-informed decision-making for the leadership team. 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. Physical Requirements: Working on a computer, typing, and viewing a screen - all of the time Stationary sitting or standing - all of the time Hearing and listening - most of the time Ability to 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 where local employees work in the office occasionally for in-person collaboration, team meetings and events. For this position, we are ideally targeting someone in Colorado (Denver, Boulder, Fort Collins, CO Springs, etc.) with some travel expectations for attendance at in-person team meetings as necessary (infrequent). Compensation Base salary range between $100-120k based on experience and other qualifications Annual bonus potential of 10% of base salary Don’t meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown some people are less likely to apply unless they meet every requirement. If you’re excited about the role but your past experience doesn’t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles. As a growing company KPA values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and No-cost Mental Health Benefits. Please note: we may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. If you need assistance or an accommodation due to a disability, you may contact us at hr@kpa.io. Please see our Candidate Privacy Notice here

Requirements

Must-haves

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
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
Generally 5-7 years of experience in Financial Planning and Accounting
Ability to construct structured datasets
Proven success reporting against strategic plans and offering creative solutions in the event of corrective actions
Flexible and dynamic thinker that can develop and comprehend complex ideas and make connections across many analyses
Work autonomously without much oversight
Success Criteria
Deliver accurate, timely, and insightful financial analyses and reports that drive data-informed decision-making for the leadership team.
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.

Nice-to-haves

Own the accuracy of commissions and quarterly bonus calculations
Expert Excel skills and ability to build and audit deep, complex, interdependent financial models. Power BI experience a plus
Experience forecasting growth and budgets for a high-growth, technology-enabled service company preferred.
NetSuite and SFDC experience a plus
Bachelor’s degree in Finance or Accounting, MBA preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: lever
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto