Company Description

At KMS Technology, we are dedicated to delivering cutting-edge solutions and services that empower businesses to achieve their goals. Our team is composed of highly skilled professionals who are passionate about technology and innovation. We provide a dynamic and collaborative work environment where you can grow your career and make a significant impact.

Job Description

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 company’s 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 KMS’s financial forecasts.

This is a build-and-own individual-contributor role, not a people-management role. The successful
candidate will make KMS’s 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 KMS’s standardized “Excel databases” — clean, flat,

pivot-ready tables that surface data from source systems and Power BI into Excel, so the
Integral 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 today’s 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 model’s 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&A;’s 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; team’s 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

- Bachelor’s degree in Finance, Accounting, Economics, or a related field; Engineering or Math

related degree and/or MBA preferred, CFA a plus.

- 7–10 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, PSA’s, 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.

📌 Senior Manager FP&A (México)
🏢 KMS Technology
📍 México