FP&A Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

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K1X

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.

📋 Description

• Own the annual budgeting process and rolling forecasts, partnering with department leaders across Sales, Customer Success, Product, and G&A • Build and maintain financial models covering revenue, unit economics, headcount, and cash runway to support board- and investor-level decision making • Prepare recurring board and investor reporting packages, including ARR, net revenue retention, CAC/LTV, gross margin, and burn multiple • Deliver monthly variance analysis (actuals vs. budget vs. forecast) with clear, actionable commentary for leadership • Support scenario planning and ad hoc analyses tied to growth initiatives, pricing, and resource allocation • Help stand up and improve FP&A tools, systems, and processes as the finance function scales post-investment • Partner with the CEO, CFO, and executive team on materials for board meetings, investor updates, and potential M&A activity • Partner closely with Accounting on close-related deliverables, including revenue recognition, reconciliations, and month-end close, so forecasts tie cleanly back to reported actuals

🎯 Requirements

• 3–6 years of relevant experience, ideally from private equity, investment banking, or a transaction advisory practice (e.g., PwC, KPMG, Deloitte, EY, Grant Thornton, RSM, Baker Tilly, CBIZ), or comparable in-house FP&A experience • Strong financial modeling, valuation, and analytical skills, with advanced proficiency in Excel • Demonstrated ability to translate complex financial data into clear narratives for non-finance stakeholders and senior leadership • Comfort operating in a fast-paced, high-growth, PE-backed environment with evolving processes • Bachelor's degree in Finance, Accounting, or related field; CFA, CPA, or MBA a plus • Familiarity with SaaS/subscription business metrics • NetSuite experience a strong plus, as it's K1x's system of record for accounting and finance

🏖️ Benefits

• Competitive compensation and equity participation • Comprehensive medical, dental, and vision coverage • Flexible PTO and company-recognized holidays • Fully remote work environment • 401(k) program • Paid parental leave • Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate • Opportunity to help define and lead a rapidly evolving category within private markets tax technology • High-impact role with direct influence on company growth, market positioning, and product strategy • Collaborative, execution-focused culture built for operators and builders • Competitive compensation, equity participation, and comprehensive benefits package