The FP&A Manager acts as a key business partner to the executive team. This role partners closely with executive leadership and cross-functional teams to drive data-driven decision-making, improve financial performance, and support long-term growth initiatives.
The ideal candidate combines strong financial acumen with business partnership skills.

What You'll Do
Financial Planning & Forecasting

• Participate in and execute annual budgeting and quarterly forecasting processes
• Develop and maintain long-range financial models (3–5 year plan)
• Own revenue, expense, and cash flow projections
• Drive scenario modeling and sensitivity analysis

Strategic Analysis & Business Partnership

• Provide actionable insights to senior leadership
• Reports to senior FP&A management.
• Partner with department heads (Sales, Marketing, Product, Operations) on performance management
• Support board reporting and investor presentations

Performance Management

• Develop KPI dashboards and operational metrics
• Conduct monthly business reviews
• Analyze variance to budget/forecast and communicate key drivers
• Identify financial risks and opportunities

Process & Systems Improvement

• Improve financial planning processes and reporting automation
• Enhance financial systems and data integration
• Ensure accuracy, integrity, and timeliness of financial data

What You'll Bring
Qualifications & Background

• Degree in Business Administration, Finance, Economics, or a related field.
• 5+ years in FP&A role
• Proven evidence of ownership and entrepreneurial initiative in independently driving projects or implementing systems/processes.
• Experience in Private Equity-backed environments is highly desirable.

Technical & Analytical Expertise

• Expert-level financial modelling and advanced Microsoft Excel skills.
• Strong experience with ERP and FP&A systems (e.g., NetSuite, Planful or similar).
• Deep understanding of cash flow mechanics and SaaS Metrics (ARR, CAC, LTV etc.)
• High affinity for data analytics and experience leveraging AI tools in finance workflows.

The Values That Define Us

• Execution – We deliver results with focus, ownership, and consistency. Our teams take initiative, solve challenges proactively, and continuously optimize how we work to create meaningful impact for our customers.
• Transparency – We communicate openly and clearly, ensuring stakeholders have the information they need to make informed decisions. We foster a culture of trust, welcome feedback, and embrace accountability in everything we do.
• Integrity – We uphold the highest standards of honesty and responsibility. Our teams act ethically, consistently honor commitments, and build trust through principled, reliable actions.

Compensation Range:

• Annual Base Salary Range: $150,000 – $170,000

• Base pay depends on many factors, such as location, education, experience, and skills. Base pay is only one part of Kiteworks competitive Total Rewards package that can include benefits, perks, equity, and bonuses. The base pay range is subject to change and may be modified in the future.

Job Benefits

• Medical: Three Cigna plans (PPO250, EPO, HDHP3300); employees pay 10% of premiums for the PPO and EPO plans and no premium contribution for the HDHP plan.
• HSA: Company contributes $1,200–$2,400/year for HDHP enrollees
• Dental & Vision: Fully employer-paid (Cigna/EyeMed)
• FSA: Healthcare FSA ($3,400) and Dependent Care FSA ($7,500)
• 401(k): 100% match on first 75% of deferred compensation, capped at $5,000; immediately vested
• Life & Disability: Fully employer-paid;Basic Life/AD&D (1× salary up to $200K), STD (60% salary for non-CA employees and 20% for CA employees up to $2,500/week), LTD (60% salary up to $12,500/month)
• Parental Leave: 8 weeks for non-birthing parents;16 weeks for birthing parents (100% base salary)
• Fertility Benefits (Carrot Pro):$10,000 lifetime stipend; some services subject to taxation per IRS
• Primary Care: Fully employer-paid membership fee;One Medical (125+ offices + 24/7 virtual)
• EAP: 5 free counseling sessions/year (MetLife and TelusHealth)
• PTO: Open/unlimited vacation plan; 10 company holidays

Commitment to Equal Opportunity & Inclusion

Kiteworks is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances.

Other Requirements

• Ability to meet Kiteworks, customer, and/or government security screening requirements for this role. These requirements include, but are not limited to, the following specialized security screenings:

• Kiteworks Background Check: This position requires passing the Kiteworks background check upon hire/transfer and every two years thereafter.

• Ability to work internationally across different timezones.
• High reliability and strict confidentiality when handling sensitive financial and investor data.