OverviewKastle is seeking a proactive and detail-oriented
Senior Financial Analyst (FP&A) to join our growing Finance team. The ideal candidate is highly proficient in financial modeling, has a solid foundation in accounting, and brings extensive experience analyzing financial data and communicating results to drive the development and implementation of action plans that improve performance. In this role you will partner across Finance and the broader business to support planning, reporting, and decision-making for a recurring-revenue, managed-services company operating across multiple regions and lines of business.
In addition to a great work environment, we provide excellent benefits (Medical/Dental/Vision, 401K, Tuition/Training Assistance, BrightHorizons Lifestyle Assistance, Wellness Program, etc.). We are proud to be a Certified Great Place to Work with awards for being a Top Work Place with Top DE&I Practices! For more information about working with Kastle, please visit our Careers Site.
Responsibilities- Perform monthly variance analysis and explain differences between actual and budgeted results
- Support monthly closing processes in collaboration with the Accounting team
- Calculate and administer complex variable compensation plans, including commission and bonus accruals, ensuring accuracy, alignment with company performance metrics, and timely incentive payouts
- Assist in the preparation of annual budgets, forecasts, and multi-year planning, providing functional support on revenue, expense, and headcount planning to budget owners
- Drive the development, enhancement, and maintenance of the three-statement financial model
- Support internal and external reporting needs - including Board and ownership reporting - on both an ongoing and ad hoc basis
- Partner with Finance, HR, and Payroll to maintain accurate, consistent headcount and allocation data across regions and departments
- Work extensively with other members of the Finance team to ensure seamless and consistent data rules across the organization
- Identify process improvement opportunities and enhance reporting efficiencies
Qualifications- BA or BS in Finance, Accounting, or a related field
- At least 3 years of quantitative or highly analytical work experience, ideally in FP&A; experience in a technology, services, or PE-backed environment is a plus
- Excellent Excel skills, with the ability to build financial models with detailed supporting documentation
- Experience with recurring-revenue, subscription, or services-based business models strongly preferred
- Exposure to ERP systems, enterprise performance management (EPM)/planning applications, and incentive-compensation platforms such as Netsuite, Varicent, Microsoft CRM, and Planful preferred
- Proven experience calculating complex variable plan structures, including commissions, bonuses, SPIFFs, and other incentive programs
- Outstanding communication, reporting, and presentation skills
- Proactive, self-sufficient, detail-oriented, and organized
- Ability to establish rapport and work efficiently and effectively within all levels of the organization
Tags: #FinancialAnalyst #FinancialAnalysis #FinancialPlanning #DecisionSupport #FP&A #FPandA #financialforecasting #businessstrategy
