Director of Finance
Westminster, CO
Finance and People Operations – Finance /
Full-time /
Remote
Position Description:
Reporting to the Chief Financial Officer, the Director, Finance will serve as a member of the corporate financial leadership team and serve as a key financial interface between KPA’s accounting team, corporate development, revenue operations, the executive team and the Board of Directors. The role will be responsible for delivering value-added business analysis as well as defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making. The Director, Finance will be responsible for building and leading a financial planning team over time that has a comprehensive understanding of all key business drivers and sophisticated financial models that enable the team to deliver insightful, value-added analysis across the company.
Responsibilities:
- Lead the annual planning and monthly forecasting processes for KPA including preparation of analysis and presentations for executive and Board level review.
- Provide analysis of monthly financial results against budgets and re-forecast annual, quarterly, and monthly projections based on current financial information.
- Prepare a monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences.
- Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic corporate objectives.
- Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time.
- Prepare and manage the financial models, data room organization, and other analysis required to support a sale process.
- Play a key role in KPA’s corporate development effort via acquisition target analysis, valuation and due diligence support.
- Assist CFO in preparation and maintenance of materials for quarterly board of director meetings.
- Assist CFO and Controller in management of the company’s external banking and other financial relationships.
- Work closely with all KPA departments to ensure execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary.
- Produce and communicate various standard and ad-hoc financial analyses to support effective decision-making and large company initiatives.
- Calibrate necessary Finance resource levels, while managing individual and team performance
- Develop and mentor Finance staff in their technical skills with forecasting, promoting an environment of operational excellence.
- Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.
Qualifications:
- 10+ years of finance experience covering a broad range of accounting/financial analysis in corporate FP&A or investment banking.
- Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience. Ability to build financial models and translate results into executive dashboard reporting.
- Strong analytical skills, including ability to dissect operational and financial data in multiple ways and drive conclusions from data.
- Proven success serving as a source of expert information and managing multiple analytically challenging projects simultaneously in a fast-paced work setting.
- Solid foundational understanding of GAAP and ability to prepare Balance Sheets, Income Statements and Cash Flow Statements.
- Exceptional communication skills.
- Exceptional Excel, PowerQuery, PowerBI, and Powerpoint skills.
- Comfortable operating within a dynamic and complex organizational structure and be effective in a team-oriented environment.
- Experience working with senior executive teams and boards of directors.
- Experience with corporate M&A.
- Excellent interpersonal and relationship-building skills with the ability to communicate and influence at a senior management level.
- A skilled mentor and leader of teams.
- Bachelor’s degree in Accounting, Finance, Economics or related field required.
- MBA and/or significant experience in the corporate Finance/FP&A function, preferably with software companies.
Education:
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 $180-200k based on experience and other qualifications
- Annual bonus potential of 20% of base salary
