Senior Manager FP&A

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 companys 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 KMSs financial forecasts.

This is a build-and-own individual-contributor role not a people-management role. The successful
candidate will make KMSs 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 KMSs 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 todays 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 models 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&As 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 teams 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.

Qualifications :

Experience & Education
Bachelors degree in Finance Accounting Economics or a related field; Engineering or Math
related degree and/or MBA preferred CFA a plus.
710 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 PSAs 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.

Additional Information :

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.

Remote Work :

Yes

Employment Type :

Full-time